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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 %
WA
1301
Wheatland Advisors
Pennsylvania
$285K +$285K +7,450 New
VCP
1302
Vista Capital Partners
Oregon
$280K – – –
NL
1303
NWAM LLC
Washington
$279K -$56.6K -1,477 -17%
GD
1304
Grandfield & Dodd
New York
$279K – – –
STMM
1305
South Texas Money Management
Texas
$278K -$51.1K -1,337 -16%
BRWA
1306
B. Riley Wealth Advisors
Florida
$277K +$72.7K +1,901 +36%
MCC
1307
Mid Continent Capital
Illinois
$276K -$23K -600 -8%
RCM
1308
Reynolds Capital Management
Nevada
$275K -$68.8K -1,800 -20%
NIS
1309
National Investment Services
Wisconsin
$275K – – –
BBA
1310
BLB&B Advisors
Pennsylvania
$272K +$4.86K +127 +2%
Jacobs Levy Equity Management
1311
Jacobs Levy Equity Management
New Jersey
$272K +$272K +7,120 New
FC
1312
Fayerweather Charles
$270K +$38.3K +1,000 +17%
RWM
1313
Rench Wealth Management
Texas
$270K +$270K +7,056 New
FC
1314
FIC Capital
New York
$268K -$12.4K -325 -4%
UFG
1315
United Fire Group
Iowa
$268K – – –
LBC
1316
Lawrence B. Cohen
$268K – – –
SCA
1317
STALEY CAPITAL ADVISERS
Pennsylvania
$265K -$12.6K -330 -5%
BRM
1318
Boston Research & Management
Massachusetts
$265K – – –
WDA
1319
Wendell David Associates
New Hampshire
$264K -$26K -684 -9%
PVWM
1320
Point View Wealth Management
New Jersey
$262K +$262K +6,856 New
BAM
1321
Burnham Asset Management
New York
$261K – – –
GSBTD
1322
Glenview State Bank Trust Department
Illinois
$257K +$257K +6,700 New
WAM
1323
Weatherly Asset Management
California
$257K +$257K +6,723 New
TF
1324
Trutina Financial
Washington
$256K +$21.4K +560 +9%
OA
1325
Oxbow Advisors
Texas
$256K +$256K +6,683 New
51 52
53
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