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Oracle
ORCL

Overview Fund Activity

1,476 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 676 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
42.66%
Holding in Top 10
167
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.15%
% of All Funds
4.83%
New
97
Increased
539
Reduced
676
Closed
70
Calls
$756M
Puts
$594M
Net Calls
+$163M
Net Calls Change
-$156M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$641M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$383M
3
Boston Partners
Boston Partners
Massachusetts
$223M
4
American Century Companies
American Century Companies
Missouri
$888M
5
EIP
Epoch Investment Partners
New York
$427M

Top Sellers

1
State Street
State Street
Massachusetts
$5.64B
2
Invesco
Invesco
Georgia
$473M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.73B
4
JHIU
Janus Henderson Investors US
Colorado
$590M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
1276
Hillsdale Investment Management
Ontario, Canada
$346K – – –
BSW
1277
Buckingham Strategic Wealth
Missouri
$345K -$21.1K -515 -6%
BBA
1278
BLB&B Advisors
Pennsylvania
$339K +$48K +1,175 +17%
BA
1279
Bridgewater Advisors
New York
$336K +$12.8K +314 +4%
BRWM
1280
B. Riley Wealth Management
Tennessee
$333K +$333K +8,138 New
CFSG
1281
Community Financial Services Group
Vermont
$332K -$39.8K -975 -11%
TRIM
1282
Thompson Rubinstein Investment Management
Oregon
$323K – – –
CAM
1283
Cubic Asset Management
Massachusetts
$322K – – –
FBFS
1284
First Business Financial Services
Wisconsin
$320K +$52.5K +1,282 +20%
CIC
1285
Crawford Investment Counsel
Georgia
$319K -$6.64K -162 -2%
JIC
1286
Joel Isaacson & Co
New York
$318K +$123 +3 +0%
GEM
1287
Global Endowment Management
North Carolina
$317K – – –
FNBOMD
1288
First National Bank of Mount Dora
Florida
$316K +$316K +7,729 New
YMRC
1289
Yorktown Management & Research Company
Virginia
$315K – – –
AMM
1290
American Money Management
California
$311K -$4.09K -100 -1%
PGCM
1291
Prescott Group Capital Management
Oklahoma
$311K – – –
PPSG
1292
Princeton Portfolio Strategies Group
New Jersey
$309K -$20.4K -500 -6%
JIP
1293
Jaffetilchin Investment Partners
Florida
$309K +$490 +12 +0.2%
BMO
1294
Beck Mack & Oliver
New York
$307K – – –
PCMC
1295
Paragon Capital Management (Colorado)
Colorado
$306K -$12.3K -300 -4%
WA
1296
Wheatland Advisors
Pennsylvania
$305K – – –
BII
1297
Baring International Investment
United Kingdom
$303K -$206K -5,036 -40%
STMM
1298
South Texas Money Management
Texas
$302K +$4.26K +104 +1%
PWM
1299
Perigon Wealth Management
California
$301K -$12.3K -300 -4%
NA
1300
Navellier & Associates
Nevada
$301K -$9.85K -241 -3%
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