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Oracle
ORCL

Overview Fund Activity

1,483 hedge funds and large institutions have $98.7B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 544 increasing their positions, 673 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-34
Holders Change %
-2.24%
% of All Funds
39.63%
Holding in Top 10
91
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.9%
% of All Funds
2.43%
New
64
Increased
544
Reduced
673
Closed
82
Calls
$872M
Puts
$981M
Net Calls
-$108M
Net Calls Change
-$19.5M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$222M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$74M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
3
EVM
Eaton Vance Management
Massachusetts
-$253M
4
Ameriprise
Ameriprise
Minnesota
-$211M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFM
1251
Bridgewater Wealth & Financial Management
Maryland
$300K +$41 +1 +0%
SCM
1252
SKBA Capital Management
California
$297K -$24.6K -600 -8%
GI
1253
GAMCO Investors
Connecticut
$295K -$1.11M -27,030 -79%
AIM
1254
Aspen Investment Management
Michigan
$295K -$6.59K -161 -2%
EAM
1255
Evanson Asset Management
California
$295K +$9.41K +230 +3%
HHGA
1256
Halbert Hargrove Global Advisors
California
$295K +$11.5K +280 +4%
AIS
1257
Accurate Investment Solutions
Pennsylvania
$294K – – –
JWA
1258
JFS Wealth Advisors
Pennsylvania
$294K +$187K +4,580 +175%
BSA
1259
Braun Stacey Associates
New York
$293K -$327K -7,975 -53%
CCP
1260
Clarkston Capital Partners
Michigan
$293K -$4.71K -115 -2%
CA
1261
Cornerstone Advisory
Maryland
$292K – – –
MHS
1262
M Holdings Securities
Oregon
$290K +$34.2K +835 +13%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$289K +$139K +3,398 +93%
UFG
1264
United Fire Group
Iowa
$287K – – –
PVWM
1265
Point View Wealth Management
New Jersey
$285K +$1.52K +37 +0.5%
ABP
1266
Arthur B. Page
$285K +$4.08K +100 +1%
LNB
1267
Ledyard National Bank
$282K -$5.06M -123,413 -95%
KTC
1268
Kistler-Tiffany Companies
Pennsylvania
$280K – – –
LBG
1269
Lloyds Banking Group
United Kingdom
$278K -$85.3K -2,087 -23%
BRM
1270
Boston Research & Management
Massachusetts
$277K – – –
B
1271
BancorpSouth
Mississippi
$276K -$10.6K -259 -4%
WFMPM
1272
Woodley Farra Manion Portfolio Management
Indiana
$276K – – –
BIC
1273
Beach Investment Counsel
Pennsylvania
$274K – – –
GSBTD
1274
Glenview State Bank Trust Department
Illinois
$274K – – –
ACS
1275
Archford Capital Strategies
Illinois
$272K +$5.12K +125 +2%
49 50
51
52 53