ORCL icon

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 %
CL
1301
Choreo LLC
Illinois
$300K +$300K +7,342 New
GD
1302
Grandfield & Dodd
New York
$299K +$1.15K +28 +0.4%
NIS
1303
National Investment Services
Wisconsin
$298K +$4.17K +102 +1%
BRM
1304
Boston Research & Management
Massachusetts
$296K +$12.3K +300 +4%
NYLT
1305
New York Life Trust
New York
$294K -$10.5K -258 -3%
MCC
1306
Mid Continent Capital
Illinois
$294K – – –
PGA
1307
Portland Global Advisors
Maine
$293K +$293K +7,166 New
GA
1308
Glenhill Advisors
New York
$291K +$119K +2,920 +69%
LNC
1309
Lincoln National Corp
Pennsylvania
$291K +$291K +7,112 New
WA
1310
WealthTrust Axiom
Pennsylvania
$291K +$291K +7,122 New
DVM
1311
Dreman Value Management
Florida
$290K -$14.7K -358 -5%
FC
1312
Fayerweather Charles
$288K – – –
LBC
1313
Lawrence B. Cohen
$287K – – –
LK
1314
Lumbard & Kellner
New Hampshire
$287K – – –
UFG
1315
United Fire Group
Iowa
$286K – – –
FC
1316
FIC Capital
New York
$286K – – –
NPF
1317
Norris Perne & French
Michigan
$285K -$23.6K -575 -8%
WPW
1318
Waldron Private Wealth
Pennsylvania
$284K -$23.5K -575 -8%
ECAM
1319
East Coast Asset Management
Massachusetts
$283K -$45.6K -1,115 -14%
AIC
1320
Atlantic Investment Company
Georgia
$283K -$34.2K -835 -11%
BAM
1321
Burnham Asset Management
New York
$280K – – –
PVWM
1322
Point View Wealth Management
New Jersey
$280K – – –
KTC
1323
Kistler-Tiffany Companies
Pennsylvania
$280K +$38.8K +950 +16%
FWCM
1324
Ferguson Wellman Capital Management
Oregon
$278K -$62.2K -1,524 -18%
PAA
1325
Peregrine Asset Advisers
Oregon
$277K +$277K +6,781 New
51 52
53
54 55