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Oracle
ORCL

Overview Fund Activity

1,496 hedge funds and large institutions have $101B invested in Oracle in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 551 increasing their positions, 672 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
43.44%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.14%
New
67
Increased
551
Reduced
672
Closed
70
Calls
$565M
Puts
$723M
Net Calls
-$158M
Net Calls Change
-$20.8M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$601M
2
Boston Partners
Boston Partners
Massachusetts
+$219M
3
Harris Associates
Harris Associates
Illinois
+$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
VVP
Vulcan Value Partners
Alabama
+$162M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$778M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$364M
4
BWA
Brave Warrior Advisors
New York
-$320M
5
WRF
Waddell & Reed Financial
Kansas
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNYS
1251
First New York Securities
New York
$383K +$383K +10,000 New
PAM
1252
Princeton Alpha Management
New Jersey
$381K -$2.4M -62,791 -86%
BRWA
1253
B. Riley Wealth Advisors
Florida
$381K -$1.07M -27,881 -74%
TFA
1254
Toth Financial Advisory
Virginia
$379K -$15.1K -395 -4%
ACM
1255
Apex Capital Management
Ohio
$378K – – –
OAM
1256
Occidental Asset Management
California
$377K – – –
RU
1257
RobecoSam USA
New York
$376K +$20.1K +526 +6%
Marshall Wace
1258
Marshall Wace
United Kingdom
$369K +$369K +9,646 New
GAM
1259
Gemmer Asset Management
California
$368K +$42.5K +1,111 +13%
BHBT
1260
Burke & Herbert Bank & Trust
Virginia
$367K – – –
HB
1261
Homrich & Berg
Georgia
$367K +$13.8K +361 +4%
ACM
1262
Ativo Capital Management
Illinois
$367K +$367K +9,600 New
CC
1263
Cannell & Co
New York
$366K – – –
BIC
1264
Beach Investment Counsel
Pennsylvania
$363K – – –
SKK
1265
Shepherd Kaplan Krochuk
Massachusetts
$362K +$21.4K +560 +6%
AP
1266
Appleton Partners
Massachusetts
$361K +$361K +9,435 New
PFBT
1267
Parkside Financial Bank & Trust
Missouri
$360K -$117K -3,066 -25%
OCM
1268
One Capital Management
California
$359K -$7.88K -206 -2%
MHIM
1269
MacNealy Hoover Investment Management
Ohio
$358K – – –
NAMP
1270
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$356K – – –
WPW
1271
Waldron Private Wealth
Pennsylvania
$351K -$24.2K -633 -6%
BPB
1272
Badgley, Phelps & Bell
Washington
$351K +$57.4K +1,499 +20%
ST
1273
Spinnaker Trust
Maine
$349K -$17.9K -467 -5%
GIM
1274
Greylin Investment Management
Virginia
$348K -$61.2K -1,600 -15%
BC
1275
Banced Corp
Illinois
$347K +$1.38K +36 +0.4%
49 50
51
52 53