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Oracle
ORCL

Overview Fund Activity

1,514 hedge funds and large institutions have $110B invested in Oracle in 2014 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 518 increasing their positions, 701 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+38
Holders Change %
+2.57%
% of All Funds
43.54%
Holding in Top 10
129
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-22.75%
% of All Funds
3.71%
New
100
Increased
518
Reduced
701
Closed
53
Calls
$607M
Puts
$744M
Net Calls
-$137M
Net Calls Change
-$300M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.35B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$867M
3
O
OppenheimerFunds
New York
+$224M
4
AAM
Aberdeen Asset Management
United Kingdom
+$191M
5
RL
Ruffer LLP
United Kingdom
+$139M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$383M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$352M
3
MAM
Magellan Asset Management
Australia
-$308M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$272M
5
BA
BlackRock Advisors
Delaware
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWCFA
1226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$498K +$19.9K +491 +4%
GIA
1227
Gargoyle Investment Advisor
New Jersey
$494K – – –
OIM
1228
Orca Investment Management
Oregon
$494K +$33.9K +836 +7%
AFG
1229
Albion Financial Group
Utah
$492K -$8.02K -198 -2%
CFA
1230
Carroll Financial Associates
North Carolina
$489K +$12.3K +304 +3%
CBN
1231
Cadence Bank NA
Texas
$489K +$91.6K +2,260 +23%
MIC
1232
Meridian Investment Counsel
California
$487K +$5.31K +131 +1%
CL
1233
CPWM LLC
Washington
$483K +$66.1K +1,631 +16%
MAM
1234
Majedie Asset Management
United Kingdom
$483K +$483K +11,905 New
FHB
1235
First Hawaiian Bank
Hawaii
$482K – – –
FANJ
1236
Financial Architects (New Jersey)
New Jersey
$477K +$15.7K +387 +3%
PWM
1237
ParenteBeard Wealth Management
Pennsylvania
$475K – – –
CG
1238
Clinton Group
New York
$475K +$475K +11,722 New
OAM
1239
Occidental Asset Management
California
$473K – – –
CAS
1240
CTC Alternative Strategies
Illinois
$470K +$470K +11,600 New
WIL
1241
Winifred I. Li
$469K -$48.9K -1,206 -9%
CHAM
1242
Clear Harbor Asset Management
Connecticut
$467K -$12K -296 -3%
LC
1243
Lourd Capital
California
$467K +$3.85K +95 +0.8%
BCI
1244
Brinker Capital Investments
Pennsylvania
$466K -$20.7K -512 -4%
HH
1245
Hilltop Holdings
Texas
$464K -$42.9K -1,058 -8%
PWM
1246
Perigon Wealth Management
California
$459K +$160K +3,953 +54%
LJHT
1247
Laurie J. Hall Trustee
$456K -$12.2K -300 -3%
MPAM
1248
Murphy Pohlad Asset Management
Minnesota
$456K – – –
MIM
1249
Miller Investment Management
Pennsylvania
$454K – – –
GT
1250
Greenleaf Trust
Michigan
$452K +$43.3K +1,070 +11%
48 49
50
51 52