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Oracle
ORCL

Overview Fund Activity

1,476 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 676 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
42.66%
Holding in Top 10
167
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.15%
% of All Funds
4.83%
New
97
Increased
539
Reduced
676
Closed
70
Calls
$756M
Puts
$594M
Net Calls
+$163M
Net Calls Change
-$156M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$641M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$383M
3
Boston Partners
Boston Partners
Massachusetts
+$211M
4
American Century Companies
American Century Companies
Missouri
+$168M
5
EIP
Epoch Investment Partners
New York
+$167M

Top Sellers

1
State Street
State Street
Massachusetts
-$308M
2
Invesco
Invesco
Georgia
-$228M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$227M
4
JHIU
Janus Henderson Investors US
Colorado
-$225M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
HHGA
1226
Halbert Hargrove Global Advisors
California
$428K +$9.81K +240 +2%
BONST
1227
Bank of Nova Scotia Trust
Ontario, Canada
$425K +$2.25K +55 +0.5%
BFG
1228
Beacon Financial Group
Texas
$424K -$14.2K -359 -3%
CL
1229
CPWM LLC
Washington
$421K +$41 +1 +0%
GT
1230
Greenleaf Trust
Michigan
$413K -$404K -9,875 -49%
RC
1231
Roundview Capital
New Jersey
$412K – – –
GRQ
1232
Gardner Russo & Quinn
Pennsylvania
$409K -$102K -2,500 -20%
IPRC
1233
Indices-Pac Research Corporation
New Jersey
$408K -$739K -18,053 -64%
BIC
1234
Bridges Investment Counsel
Nebraska
$408K -$12.3K -300 -3%
VIA
1235
Vantage Investment Advisors
Pennsylvania
$406K -$84.6K -2,069 -17%
CBN
1236
Cadence Bank NA
Texas
$401K -$131K -3,194 -25%
AF
1237
Allworth Financial
California
$395K +$3.93K +96 +1%
OCM
1238
One Capital Management
California
$394K +$394K +9,636 New
BHBT
1239
Burke & Herbert Bank & Trust
Virginia
$392K -$58.7K -1,434 -13%
ST
1240
Spinnaker Trust
Maine
$392K +$11K +270 +3%
CC
1241
Cannell & Co
New York
$391K +$63.5K +1,550 +19%
NL
1242
NWAM LLC
Washington
$390K +$91.6K +2,237 +31%
BIC
1243
Beach Investment Counsel
Pennsylvania
$388K -$61.3K -1,500 -14%
KLWA
1244
Kelly Lawrence W & Associates
California
$384K -$53.1K -1,300 -12%
HB
1245
Homrich & Berg
Georgia
$384K +$14.9K +364 +4%
MHIM
1246
MacNealy Hoover Investment Management
Ohio
$383K – – –
NGA
1247
Naples Global Advisors
Florida
$383K +$6.14K +150 +2%
RU
1248
RobecoSam USA
New York
$381K -$50.3K -1,227 -12%
NAMP
1249
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$380K – – –
SCA
1250
Salient Capital Advisors
Texas
$376K – – –
48 49
50
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