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Oracle
ORCL

Overview Fund Activity

1,496 hedge funds and large institutions have $101B invested in Oracle in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 551 increasing their positions, 672 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
43.44%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.14%
New
67
Increased
551
Reduced
672
Closed
70
Calls
$565M
Puts
$723M
Net Calls
-$158M
Net Calls Change
-$20.8M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$601M
2
Boston Partners
Boston Partners
Massachusetts
+$219M
3
Harris Associates
Harris Associates
Illinois
+$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
VVP
Vulcan Value Partners
Alabama
+$162M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$778M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$364M
4
BWA
Brave Warrior Advisors
New York
-$320M
5
WRF
Waddell & Reed Financial
Kansas
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1226
Doheny Asset Management
California
$417K -$443K -11,576 -52%
JFA
1227
JNBA Financial Advisors
Minnesota
$415K +$125K +3,260 +43%
NERM
1228
New England Research & Management
Illinois
$415K +$415K +10,850 New
PCA
1229
Personal Capital Advisors
California
$411K +$411K +10,745 New
WA
1230
WFG Advisors
Texas
$410K -$6.04K -158 -1%
TNBTD
1231
Trustmark National Bank Trust Department
Mississippi
$408K +$38.1K +995 +10%
BIC
1232
Bridges Investment Counsel
Nebraska
$407K -$19.2K -500 -4%
BFG
1233
Beacon Financial Group
Texas
$405K -$845 -22 -0.2%
SBWM
1234
Sunflower Bank Wealth Management
Arizona
$404K -$71.1K -1,860 -15%
TBA
1235
Tower Bridge Advisors
Pennsylvania
$402K – – –
RC
1236
Roundview Capital
New Jersey
$401K – – –
I
1237
IberiaBank
Louisiana
$401K +$14.3K +375 +4%
CFS
1238
Community Financial System
New York
$399K – – –
HPCM
1239
High Pointe Capital Management
Illinois
$397K -$3.2M -83,650 -89%
TC
1240
Telemus Capital
Michigan
$396K +$2.76K +72 +0.7%
MIAN
1241
Mariner Independent Advisor Network
Kansas
$395K +$612 +16 +0.2%
VIA
1242
Vantage Investment Advisors
Pennsylvania
$391K -$3.68K -96 -0.9%
CFA
1243
Carroll Financial Associates
North Carolina
$389K -$98.2K -2,433 -20%
GT
1244
Greenleaf Trust
Michigan
$387K -$40.6K -1,059 -9%
SSG
1245
Summit Securities Group
New York
$387K +$387K +10,100 New
MIHAS
1246
Maj Invest Holding A/S
Denmark
$386K +$386K +10,087 New
GI
1247
Glovista Investments
New Jersey
$385K +$385K +10,050 New
EIM
1248
Emerson Investment Management
Massachusetts
$384K -$120K -3,125 -24%
GRQ
1249
Gardner Russo & Quinn
Pennsylvania
$383K – – –
CL
1250
CSS LLC
Illinois
$383K – – –
48 49
50
51 52