ORCL icon

Oracle
ORCL

Overview Fund Activity

1,483 hedge funds and large institutions have $98.7B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 544 increasing their positions, 673 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-34
Holders Change %
-2.24%
% of All Funds
39.63%
Holding in Top 10
91
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.9%
% of All Funds
2.43%
New
64
Increased
544
Reduced
673
Closed
82
Calls
$872M
Puts
$981M
Net Calls
-$108M
Net Calls Change
-$19.5M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$222M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$74M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
3
EVM
Eaton Vance Management
Massachusetts
-$253M
4
Ameriprise
Ameriprise
Minnesota
-$211M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
1226
SignatureFD
Georgia
$323K -$16K -390 -5%
TRIM
1227
Thompson Rubinstein Investment Management
Oregon
$323K – – –
LC
1228
Lourd Capital
California
$321K +$3.76K +92 +1%
LNC
1229
Lincoln National Corp
Pennsylvania
$321K +$29.7K +724 +10%
IWM
1230
Integrated Wealth Management
California
$320K -$737 -18 -0.2%
CAM
1231
Cubic Asset Management
Massachusetts
$320K – – –
SFFS
1232
Stonehage Fleming Financial Services
Jersey
$320K +$266K +6,500 +492%
SWA
1233
Sutton Wealth Advisors
Florida
$319K +$123 +3 +0%
GI
1234
Glovista Investments
New Jersey
$319K -$63.4K -1,550 -17%
GD
1235
Grandfield & Dodd
New York
$319K -$44.9K -1,096 -12%
GEM
1236
Global Endowment Management
North Carolina
$316K – – –
HPWM
1237
Highland Private Wealth Management
Washington
$316K +$18.2K +443 +6%
CAW
1238
Cornerstone Advisors (Washington)
Washington
$315K -$41 -1 -0%
MWM
1239
Modera Wealth Management
New Jersey
$314K -$28.9K -705 -8%
AF
1240
Affiance Financial
Minnesota
$313K – – –
BIC
1241
Bridges Investment Counsel
Nebraska
$312K -$28.6K -700 -8%
PGCM
1242
Prescott Group Capital Management
Oklahoma
$311K – – –
ECM
1243
Estabrook Capital Management
New York
$310K +$106K +2,600 +52%
GAM
1244
Gemmer Asset Management
California
$309K +$614 +15 +0.2%
CHAM
1245
Clear Harbor Asset Management
Connecticut
$308K – – –
DAM
1246
Delta Asset Management
Tennessee
$306K – – –
EFSCE
1247
Enterprise Financial Services Corp (EFSC)
Missouri
$305K +$2.54K +62 +0.8%
WHG
1248
Westwood Holdings Group
Texas
$304K +$96.3K +2,354 +46%
OCM
1249
One Capital Management
California
$301K -$655 -16 -0.2%
FWCM
1250
Ferguson Wellman Capital Management
Oregon
$301K +$9.66K +236 +3%
48 49
50
51 52