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Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
1226
Occidental Asset Management
California
$501K – – –
SA
1227
Strategic Advisors
New York
$501K +$15.6K +386 +3%
PWM
1228
Perigon Wealth Management
California
$497K +$98.8K +2,288 +25%
FANJ
1229
Financial Architects (New Jersey)
New Jersey
$495K +$5.6K +130 +1%
ICAS
1230
Investors Capital Advisory Services
Massachusetts
$494K +$172 +4 +0%
MIAN
1231
Mariner Independent Advisor Network
Kansas
$493K -$90.6K -2,100 -16%
BIM
1232
Barton Investment Management
Pennsylvania
$491K – – –
OCM
1233
One Capital Management
California
$489K +$48.6K +1,126 +11%
MPAM
1234
Murphy Pohlad Asset Management
Minnesota
$486K – – –
OIM
1235
Orca Investment Management
Oregon
$484K – – –
LWCFA
1236
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$482K -$21.6K -500 -4%
VanEck Associates
1237
VanEck Associates
New York
$479K +$226K +5,249 +90%
TBA
1238
Tower Bridge Advisors
Pennsylvania
$478K -$20.5K -475 -4%
RBC
1239
Ronald Blue & Co
Georgia
$476K -$27.8K -643 -6%
FC
1240
Fayerweather Charles
$476K +$174K +4,025 +58%
SAMC
1241
Shinko Asset Management Company
Japan
$475K -$31.9K -741 -6%
DAM
1242
Doheny Asset Management
California
$470K – – –
FWCM
1243
Ferguson Wellman Capital Management
Oregon
$468K +$4.88K +113 +1%
ECM
1244
Estabrook Capital Management
New York
$467K -$194K -4,490 -29%
KFC
1245
Klingenstein Fields & Co
New York
$461K -$64.7K -1,500 -12%
WFG
1246
Wills Financial Group
Virginia
$461K -$54.7K -1,268 -11%
BIC
1247
Bridges Investment Counsel
Nebraska
$456K – – –
SBWM
1248
Sunflower Bank Wealth Management
Arizona
$456K – – –
IC
1249
Intersect Capital
California
$456K +$115K +2,633 +34%
MC
1250
Miles Capital
Iowa
$455K -$1.12M -25,893 -71%
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