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Oracle
ORCL

Overview Fund Activity

1,462 hedge funds and large institutions have $103B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 486 increasing their positions, 656 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+106
Holders Change %
+7.82%
% of All Funds
42.46%
Holding in Top 10
153
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+37.84%
% of All Funds
4.44%
New
180
Increased
486
Reduced
656
Closed
58
Calls
$1.19B
Puts
$876M
Net Calls
+$318M
Net Calls Change
+$78.5M

Top Buyers

1
IC
Institutional Capital
Illinois
+$582M
2
VAM
Veritas Asset Management
United Kingdom
+$234M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$207M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$180M
5
NIMC
NWQ Investment Management Company
California
+$149M

Top Sellers

1
Primecap Management
Primecap Management
California
-$333M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
4
Capital World Investors
Capital World Investors
California
-$242M
5
EVM
Eaton Vance Management
Massachusetts
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
RU
1226
RobecoSam USA
New York
$403K +$31K +810 +8%
PFA
1227
Paradigm Financial Advisors
Missouri
$398K +$398K +10,390 New
DS
1228
DRW Securities
Illinois
$397K +$397K +10,364 New
BONST
1229
Bank of Nova Scotia Trust
Ontario, Canada
$396K – – –
CM
1230
Castleark Management
Illinois
$394K -$20.6M -537,810 -98%
CL
1231
CPWM LLC
Washington
$394K +$38 +1 +0%
BIC
1232
Bridges Investment Counsel
Nebraska
$393K +$5.74K +150 +1%
HHGA
1233
Halbert Hargrove Global Advisors
California
$391K -$78.9K -2,063 -17%
RC
1234
Roundview Capital
New Jersey
$386K – – –
UR
1235
USCA RIA
Texas
$385K -$8.04K -210 -2%
BCM
1236
Bodri Capital Management
California
$383K +$383K +10,000 New
UM
1237
Ulysses Management
New York
$383K – – –
TBA
1238
Tower Bridge Advisors
Pennsylvania
$379K -$35.8K -935 -9%
MWM
1239
Modera Wealth Management
New Jersey
$374K +$374K +9,782 New
CPO
1240
Cerity Partners OCIO
New York
$373K -$54.2K -1,415 -13%
WPC
1241
White Pine Capital
Minnesota
$367K -$155K -4,044 -30%
AF
1242
Allworth Financial
California
$366K -$104K -2,706 -22%
SEC
1243
Seven Eight Capital
New York
$363K +$363K +9,481 New
MFW
1244
Meristem Family Wealth
Minnesota
$360K +$6.7K +175 +2%
CAG
1245
Crestwood Advisors Group
Massachusetts
$358K -$86.9K -2,274 -20%
MHIM
1246
MacNealy Hoover Investment Management
Ohio
$358K +$358K +9,350 New
ST
1247
Spinnaker Trust
Maine
$357K +$17K +445 +5%
NAMP
1248
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$356K +$103K +2,700 +41%
SCA
1249
Salient Capital Advisors
Texas
$352K +$7.65K +200 +2%
NGA
1250
Naples Global Advisors
Florida
$352K +$352K +9,200 New
48 49
50
51 52