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Oracle
ORCL

Overview Fund Activity

1,699 hedge funds and large institutions have $99.2B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 631 increasing their positions, 752 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
-48
Holders Change %
-2.75%
% of All Funds
38.95%
Holding in Top 10
73
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.78%
% of All Funds
1.67%
New
82
Increased
631
Reduced
752
Closed
110
Calls
$789M
Puts
$1.16B
Net Calls
-$373M
Net Calls Change
-$76.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$370M
2
CSIA
Charles Schwab Investment Advisory
California
+$219M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
AAMU
Amundi Asset Management US
Massachusetts
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$432M
3
TCIM
TIAA CREF Investment Management
New York
-$368M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$364M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
NG
1226
Northstar Group
New York
$478K -$8.8K -200 -2%
WBG
1227
Wharton Business Group
Pennsylvania
$475K +$31K +705 +7%
IWC
1228
Integrated Wealth Concepts
Massachusetts
$473K +$33.2K +740 +8%
SIC
1229
Salem Investment Counselors
North Carolina
$472K -$63.7K -1,446 -12%
ACP
1230
Aviance Capital Partners
Florida
$470K +$70.5K +1,600 +18%
EWM
1231
Empirical Wealth Management
Washington
$467K -$12.2K -276 -3%
SFS
1232
Sowell Financial Services
Arkansas
$467K +$24K +500 +5%
AFG
1233
Albion Financial Group
Utah
$463K – – –
GTAM
1234
Global Trust Asset Management
Florida
$460K -$115K -2,599 -20%
EIA
1235
Edgemoor Investment Advisors
Maryland
$460K -$22.5K -510 -5%
EFS
1236
Essex Financial Services
Connecticut
$459K +$96.3K +2,188 +27%
CIM
1237
CIM Investment Management
Pennsylvania
$456K -$12.6K -286 -3%
CPO
1238
Cerity Partners OCIO
New York
$456K +$347 +8 +0.1%
BCM
1239
Brown Capital Management
Maryland
$454K – – –
SFA
1240
Stewardship Financial Advisors
Georgia
$453K -$20.3K -460 -4%
IIM
1241
Ipswich Investment Management
Massachusetts
$451K -$1.69M -38,286 -79%
KA
1242
Kovack Advisors
Florida
$449K -$81.1K -1,839 -15%
SBWM
1243
Sunflower Bank Wealth Management
Arizona
$449K – – –
HB
1244
Homrich & Berg
Georgia
$448K -$27.5K -624 -6%
GWS
1245
Glassman Wealth Services
Virginia
$448K – – –
CA
1246
Cynosure Advisors
Utah
$447K – – –
MHS
1247
M Holdings Securities
Oregon
$445K +$15.9K +360 +4%
CCP
1248
Corient Capital Partners
California
$443K +$102K +2,319 +30%
IWP
1249
Icon Wealth Partners
Texas
$442K -$59.3K -1,345 -12%
PCM
1250
Pointe Capital Management
Michigan
$440K -$45.3K -1,029 -9%
48 49
50
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