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Oracle
ORCL

Overview Fund Activity

1,356 hedge funds and large institutions have $90.1B invested in Oracle in 2013 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 516 increasing their positions, 598 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,356
Holders Change
-9
Holders Change %
-0.66%
% of All Funds
43.98%
Holding in Top 10
111
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+21.98%
% of All Funds
3.6%
New
88
Increased
516
Reduced
598
Closed
85
Calls
$878M
Puts
$639M
Net Calls
+$240M
Net Calls Change
+$95.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$4.91B
2
Harris Associates
Harris Associates
Illinois
$2.16B
3
CS
Credit Suisse
Switzerland
$377M
4
LSV Asset Management
LSV Asset Management
Illinois
$329M
5
JHIU
Janus Henderson Investors US
Colorado
$690M

Top Sellers

1
Invesco
Invesco
Georgia
$595M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.72B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$627M
4
State Street
State Street
Massachusetts
$4.84B
5
Lazard Asset Management
Lazard Asset Management
New York
$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1276
Alpha Windward
Massachusetts
$190K +$2.22K +67 +1%
MI
1277
Mercer Investments
Massachusetts
$181K +$181K +5,461 New
CCM
1278
Chilton Capital Management
Texas
$180K -$6.7K -202 -4%
BRWA
1279
B. Riley Wealth Advisors
Florida
$177K +$17.3K +521 +11%
WG
1280
Welch Group
Alabama
$174K -$3.16K -95 -2%
CAL
1281
Capital Analysts LLC
Pennsylvania
$164K – – –
QAM
1282
QCI Asset Management
New York
$157K -$23.9K -720 -13%
ZTNA
1283
Zions Trust National Association
Utah
$156K – – –
FWM
1284
Focused Wealth Management
New York
$156K +$156K +4,707 New
BFEC
1285
Benjamin F. Edwards & Company
Missouri
$155K +$38.2K +1,150 +33%
LFG
1286
LifePlan Financial Group
Ohio
$144K – – –
NES
1287
New England Securities
New York
$135K +$72.7K +2,190 +117%
Twin Tree Management
1288
Twin Tree Management
Texas
$119K +$119K +3,584 New
IUAM
1289
Itau USA Asset Management
New York
$116K -$23.2K -700 -17%
PMFA
1290
Plante Moran Financial Advisors
Michigan
$115K +$3.56K +107 +3%
MA
1291
MCF Advisors
Kentucky
$112K +$8.15K +200 +8%
JFA
1292
JNBA Financial Advisors
Minnesota
$110K – – –
S
1293
SignatureFD
Georgia
$109K -$79.5K -2,389 -42%
LFR
1294
Lehman Financial Resources
Pennsylvania
$104K – – –
HDIM
1295
Hanson & Doremus Investment Management
Vermont
$102K +$33.2K +1,000 +48%
TCM
1296
TD Capital Management
Tennessee
$100K +$366 +11 +0.4%
FAM
1297
Formidable Asset Management
Ohio
$99K +$99K +2,925 New
WA
1298
WealthTrust-Arizona
Arizona
$96K +$898 +27 +0.9%
RIA
1299
Regal Investment Advisors
Michigan
$91K -$8.21K -248 -8%
GGPS
1300
Gary Goldberg Planning Services
New York
$90K +$232 +7 +0.3%
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