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Oracle
ORCL

Overview Fund Activity

1,454 hedge funds and large institutions have $93.9B invested in Oracle in 2015 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 513 increasing their positions, 671 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,454
Holders Change
-79
Holders Change %
-5.15%
% of All Funds
40.64%
Holding in Top 10
90
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-12.62%
% of All Funds
2.52%
New
65
Increased
513
Reduced
671
Closed
132
Calls
$485M
Puts
$789M
Net Calls
-$304M
Net Calls Change
-$179M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$452M
2
BBHC
Brown Brothers Harriman & Co
New York
+$218M
3
Two Sigma Investments
Two Sigma Investments
New York
+$161M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$153M
5
MAM
Magellan Asset Management
Australia
+$142M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$511M
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$238M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$235M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$229M
5
JHIU
Janus Henderson Investors US
Colorado
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
1226
Cerity Partners OCIO
New York
$304K +$12K +331 +4%
AP
1227
Appleton Partners
Massachusetts
$301K +$78.7K +2,177 +35%
MBT
1228
Montecito Bank & Trust
California
$299K -$134K -3,707 -31%
LCM
1229
LVM Capital Management
Michigan
$298K – – –
ACM
1230
Aviance Capital Management
Florida
$296K +$296K +8,184 New
HW
1231
Hancock Whitney
Mississippi
$295K -$11.7M -325,317 -98%
CHAM
1232
Clear Harbor Asset Management
Connecticut
$293K -$267K -7,384 -48%
BRWM
1233
B. Riley Wealth Management
Tennessee
$293K – – –
GEM
1234
Global Endowment Management
North Carolina
$293K +$13K +360 +5%
CCG
1235
Chatham Capital Group
Georgia
$292K -$10.8K -300 -4%
FWM
1236
Frontier Wealth Management
Missouri
$290K +$29.6K +820 +11%
GAM
1237
Gemmer Asset Management
California
$288K +$542 +15 +0.2%
JIC
1238
Joel Isaacson & Co
New York
$286K -$15.3K -425 -5%
TRIM
1239
Thompson Rubinstein Investment Management
Oregon
$285K – – –
CAM
1240
Cubic Asset Management
Massachusetts
$284K – – –
DIA
1241
Davidson Investment Advisors
Montana
$282K -$429K -11,891 -60%
IWM
1242
Integrated Wealth Management
California
$282K +$7.12K +197 +3%
DAM
1243
Delta Asset Management
Tennessee
$281K – – –
SEC
1244
Seven Eight Capital
New York
$281K +$18.1K +501 +7%
ALA
1245
Atherton Lane Advisers
California
$280K -$44.9K -1,245 -14%
DWT
1246
Dorsey & Whitney Trust
South Dakota
$280K +$31.5K +873 +13%
CL
1247
Choreo LLC
Illinois
$280K +$280K +7,765 New
PCMC
1248
Paragon Capital Management (Colorado)
Colorado
$279K +$24.2K +670 +10%
AssetMark Inc
1249
AssetMark Inc
California
$278K -$2.66M -73,512 -91%
AF
1250
Affiance Financial
Minnesota
$277K -$10.9K -300 -4%
48 49
50
51 52