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Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLG
1251
Stanley-Laman Group
Pennsylvania
$455K -$92.6K -2,145 -17%
KA
1252
Kovack Advisors
Florida
$455K +$128K +2,956 +39%
GWS
1253
Glassman Wealth Services
Virginia
$453K +$86 +2 +0%
CCM
1254
CrestPoint Capital Management
Missouri
$453K +$255K +5,900 +128%
RC
1255
Roundview Capital
New Jersey
$449K – – –
BONST
1256
Bank of Nova Scotia Trust
Ontario, Canada
$443K – – –
CBN
1257
Cadence Bank NA
Texas
$441K -$35.4K -819 -7%
JFA
1258
JNBA Financial Advisors
Minnesota
$441K -$26.4K -613 -6%
PFBT
1259
Parkside Financial Bank & Trust
Missouri
$440K +$16.5K +383 +4%
QSS
1260
Quantitative Systematic Strategies
Florida
$438K +$215K +4,946 +96%
CIC
1261
Crawford Investment Counsel
Georgia
$437K +$141K +3,260 +48%
GT
1262
Greenleaf Trust
Michigan
$434K +$28.2K +654 +7%
GRQ
1263
Gardner Russo & Quinn
Pennsylvania
$432K – – –
CL
1264
CSS LLC
Illinois
$432K – – –
ACM
1265
Americafirst Capital Management
California
$427K +$427K +9,886 New
CB
1266
Community Bank
New York
$426K -$1.08K -25 -0.3%
ACM
1267
Apex Capital Management
Ohio
$426K – – –
AIS
1268
AlphaOne Investment Services
Pennsylvania
$426K +$148K +3,430 +53%
MIM
1269
Miller Investment Management
Pennsylvania
$424K – – –
CRIG
1270
Charter Research & Investment Group
Connecticut
$422K -$58.2K -1,350 -12%
EIM
1271
Emerson Investment Management
Massachusetts
$422K -$10.1K -234 -2%
HB
1272
Homrich & Berg
Georgia
$418K -$5.66K -131 -1%
GAM
1273
Gemmer Asset Management
California
$416K +$432 +10 +0.1%
RWA
1274
Ropes Wealth Advisors
Massachusetts
$416K +$416K +9,631 New
QC
1275
Quadrature Capital
United Kingdom
$413K -$532K -12,331 -56%
49 50
51
52 53