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Oracle
ORCL

Overview Fund Activity

1,462 hedge funds and large institutions have $103B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 486 increasing their positions, 656 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+106
Holders Change %
+7.82%
% of All Funds
42.46%
Holding in Top 10
153
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+37.84%
% of All Funds
4.44%
New
180
Increased
486
Reduced
656
Closed
58
Calls
$1.19B
Puts
$876M
Net Calls
+$318M
Net Calls Change
+$78.5M

Top Buyers

1
IC
Institutional Capital
Illinois
+$582M
2
VAM
Veritas Asset Management
United Kingdom
+$234M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$207M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$180M
5
NIMC
NWQ Investment Management Company
California
+$149M

Top Sellers

1
Primecap Management
Primecap Management
California
-$333M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
4
Capital World Investors
Capital World Investors
California
-$242M
5
EVM
Eaton Vance Management
Massachusetts
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFSG
1251
Community Financial Services Group
Vermont
$348K – – –
HB
1252
Homrich & Berg
Georgia
$345K -$180K -4,703 -34%
PHAM
1253
Palisades Hudson Asset Management
Florida
$342K – – –
BSW
1254
Buckingham Strategic Wealth
Missouri
$342K +$55.3K +1,448 +19%
AHB
1255
Abner Herrman & Brock
New Jersey
$342K +$342K +9,134 New
SKK
1256
Shepherd Kaplan Krochuk
Massachusetts
$340K – – –
QCMC
1257
Quantum Capital Management (California)
California
$339K -$382K -10,000 -53%
FNFDCM
1258
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$339K – – –
PFC
1259
Poplar Forest Capital
California
$338K – – –
BA
1260
Birinyi Associates
Connecticut
$337K – – –
BCM
1261
Becker Capital Management
Oregon
$334K +$17.4K +455 +5%
HK
1262
Horizon Kinetics
New York
$333K +$333K +8,701 New
LCM
1263
LVM Capital Management
Michigan
$332K – – –
DAM
1264
Delta Asset Management
Tennessee
$331K +$27.7K +724 +9%
FNBSF
1265
First National Bank Sioux Falls
South Dakota
$330K – – –
JWA
1266
JFS Wealth Advisors
Pennsylvania
$329K -$18K -469 -5%
TWA
1267
TCI Wealth Advisors
Arizona
$326K +$72.8K +1,900 +29%
LOCB
1268
Lombard Odier & Cie (Bahamas)
Bahamas
$326K +$326K +8,500 New
HIM
1269
Hillsdale Investment Management
Ontario, Canada
$323K +$3.82K +100 +1%
NCM
1270
Noesis Capital Mangement
Florida
$321K -$14.9K -390 -4%
FWCM
1271
Ferguson Wellman Capital Management
Oregon
$319K +$63K +1,645 +25%
BST
1272
Bath Savings Trust
Maine
$311K -$15.3K -400 -5%
CFA
1273
Carroll Financial Associates
North Carolina
$309K -$117K -3,075 -28%
PPSG
1274
Princeton Portfolio Strategies Group
New Jersey
$309K +$309K +8,065 New
ECAM
1275
East Coast Asset Management
Massachusetts
$307K – – –
49 50
51
52 53