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Oracle
ORCL

Overview Fund Activity

1,514 hedge funds and large institutions have $110B invested in Oracle in 2014 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 518 increasing their positions, 701 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+38
Holders Change %
+2.57%
% of All Funds
43.54%
Holding in Top 10
129
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-22.75%
% of All Funds
3.71%
New
100
Increased
518
Reduced
701
Closed
53
Calls
$607M
Puts
$744M
Net Calls
-$137M
Net Calls Change
-$300M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$1.35B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$867M
3
O
OppenheimerFunds
New York
+$224M
4
AAM
Aberdeen Asset Management
United Kingdom
+$191M
5
RL
Ruffer LLP
United Kingdom
+$139M

Top Sellers

1
JHIU
Janus Henderson Investors US
Colorado
-$383M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$352M
3
MAM
Magellan Asset Management
Australia
-$308M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$272M
5
BA
BlackRock Advisors
Delaware
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIC
1251
Bridges Investment Counsel
Nebraska
$451K +$46.6K +1,150 +12%
BSW
1252
Buckingham Strategic Wealth
Missouri
$445K +$103K +2,537 +30%
WA
1253
WFG Advisors
Texas
$441K -$11.6K -285 -3%
KFS
1254
KMS Financial Services
Washington
$439K -$25.2K -620 -5%
BONST
1255
Bank of Nova Scotia Trust
Ontario, Canada
$439K +$14.8K +363 +3%
GIM
1256
Greylin Investment Management
Virginia
$434K -$20.3K -500 -4%
BFG
1257
Beacon Financial Group
Texas
$428K -$6.65K -164 -2%
TBA
1258
Tower Bridge Advisors
Pennsylvania
$426K – – –
RC
1259
Roundview Capital
New Jersey
$425K +$15.9K +391 +4%
CFS
1260
Community Financial System
New York
$423K -$8.1K -200 -2%
VIA
1261
Vantage Investment Advisors
Pennsylvania
$418K +$15.2K +375 +4%
MIAN
1262
Mariner Independent Advisor Network
Kansas
$417K +$417K +10,290 New
TFA
1263
Toth Financial Advisory
Virginia
$417K -$51.9K -1,280 -11%
TC
1264
Telemus Capital
Michigan
$416K -$38.7K -956 -9%
I
1265
IberiaBank
Louisiana
$410K +$410K +10,106 New
CL
1266
CSS LLC
Illinois
$405K -$142K -3,500 -26%
GRQ
1267
Gardner Russo & Quinn
Pennsylvania
$405K – – –
MIG
1268
Mariner Investment Group
New York
$405K +$405K +10,000 New
ACM
1269
Apex Capital Management
Ohio
$400K +$29.4K +725 +8%
NL
1270
NWAM LLC
Washington
$398K +$12K +296 +3%
WPW
1271
Waldron Private Wealth
Pennsylvania
$398K +$117K +2,884 +42%
RCM
1272
Reynolds Capital Management
Nevada
$397K +$24.3K +600 +7%
TNBTD
1273
Trustmark National Bank Trust Department
Mississippi
$392K -$752K -18,559 -66%
MIU
1274
Man Investments (UK)
United Kingdom
$391K +$118K +2,914 +43%
IMS
1275
Index Management Solutions
Pennsylvania
$390K +$231K +5,699 +145%
49 50
51
52 53