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Oracle
ORCL

Overview Fund Activity

1,462 hedge funds and large institutions have $103B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 486 increasing their positions, 656 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+106
Holders Change %
+7.82%
% of All Funds
42.46%
Holding in Top 10
153
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+37.84%
% of All Funds
4.44%
New
180
Increased
486
Reduced
656
Closed
58
Calls
$1.19B
Puts
$876M
Net Calls
+$318M
Net Calls Change
+$78.5M

Top Buyers

1
IC
Institutional Capital
Illinois
+$582M
2
VAM
Veritas Asset Management
United Kingdom
+$234M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$207M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$180M
5
NIMC
NWQ Investment Management Company
California
+$149M

Top Sellers

1
Primecap Management
Primecap Management
California
-$333M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
4
Capital World Investors
Capital World Investors
California
-$242M
5
EVM
Eaton Vance Management
Massachusetts
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1276
Cannell & Co
New York
$306K – – –
EWM
1277
Elite Wealth Management
Washington
$305K +$13.4K +350 +5%
CIC
1278
Crawford Investment Counsel
Georgia
$304K -$30.6K -800 -9%
TRIM
1279
Thompson Rubinstein Investment Management
Oregon
$302K – – –
BA
1280
Bridgewater Advisors
New York
$302K +$302K +7,898 New
CAM
1281
Cubic Asset Management
Massachusetts
$301K – – –
CWM
1282
Cranbrook Wealth Management
Michigan
$300K +$300K +7,847 New
PCMC
1283
Paragon Capital Management (Colorado)
Colorado
$297K – – –
JIC
1284
Joel Isaacson & Co
New York
$297K -$26.6K -696 -8%
AIC
1285
Atlantic Investment Company
Georgia
$297K +$46.4K +1,210 +19%
GEM
1286
Global Endowment Management
North Carolina
$297K +$297K +7,750 New
SCG
1287
Strategic Capital Group
Washington
$295K -$28.5K -745 -9%
YMRC
1288
Yorktown Management & Research Company
Virginia
$295K – – –
AMM
1289
American Money Management
California
$295K +$295K +7,700 New
PWM
1290
Perigon Wealth Management
California
$293K +$293K +7,660 New
PGCM
1291
Prescott Group Capital Management
Oklahoma
$291K – – –
NA
1292
Navellier & Associates
Nevada
$291K +$291K +7,606 New
JIP
1293
Jaffetilchin Investment Partners
Florida
$289K -$323K -8,436 -53%
NPF
1294
Norris Perne & French
Michigan
$288K -$3.33K -87 -1%
PJSIMP
1295
P.J. Schmidt Investment Management (PJS)
Wisconsin
$287K – – –
LK
1296
Lumbard & Kellner
New Hampshire
$287K +$287K +7,500 New
WPW
1297
Waldron Private Wealth
Pennsylvania
$287K +$287K +7,507 New
BMO
1298
Beck Mack & Oliver
New York
$287K +$287K +7,513 New
NYLT
1299
New York Life Trust
New York
$285K -$1.11K -29 -0.4%
DVM
1300
Dreman Value Management
Florida
$285K +$29K +756 +11%
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