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Oracle
ORCL

Overview Fund Activity

1,496 hedge funds and large institutions have $101B invested in Oracle in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 551 increasing their positions, 672 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
43.44%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.14%
New
67
Increased
551
Reduced
672
Closed
70
Calls
$565M
Puts
$723M
Net Calls
-$158M
Net Calls Change
-$20.8M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
+$601M
2
Boston Partners
Boston Partners
Massachusetts
+$219M
3
Harris Associates
Harris Associates
Illinois
+$184M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
5
VVP
Vulcan Value Partners
Alabama
+$162M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$1.28B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$778M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
-$364M
4
BWA
Brave Warrior Advisors
New York
-$320M
5
WRF
Waddell & Reed Financial
Kansas
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSCM
1301
Wellington Shields Capital Management
New York
$319K +$319K +8,345 New
PFA
1302
Paradigm Financial Advisors
Missouri
$318K -$7.63K -200 -2%
CCG
1303
Chatham Capital Group
Georgia
$318K +$318K +8,309 New
FC
1304
Forte Capital
New York
$318K +$318K +8,320 New
NL
1305
NWAM LLC
Washington
$317K -$58.8K -1,536 -16%
VNB
1306
Valley National Bancorp
New York
$314K +$19.1K +500 +6%
PJSIMP
1307
P.J. Schmidt Investment Management (PJS)
Wisconsin
$312K +$63.2K +1,650 +25%
BRWM
1308
B. Riley Wealth Management
Tennessee
$311K – – –
SLG
1309
Stanley-Laman Group
Pennsylvania
$310K – – –
AIM
1310
Acuity Investment Management
Ontario, Canada
$308K -$53.7K -1,400 -15%
BMO
1311
Beck Mack & Oliver
New York
$305K +$6.12K +160 +2%
LNC
1312
Lincoln National Corp
Pennsylvania
$303K +$8.19K +214 +3%
DCLA
1313
Douglas C. Lane & Associates
New York
$303K +$83.5K +2,180 +38%
TRIM
1314
Thompson Rubinstein Investment Management
Oregon
$302K – – –
CAM
1315
Cubic Asset Management
Massachusetts
$301K – – –
LK
1316
Lumbard & Kellner
New Hampshire
$301K – – –
STMM
1317
South Texas Money Management
Texas
$300K +$19K +498 +7%
GEM
1318
Global Endowment Management
North Carolina
$297K – – –
JIP
1319
Jaffetilchin Investment Partners
Florida
$297K +$230 +6 +0.1%
MPIA
1320
Mountain Pacific Investment Advisers
Idaho
$296K +$7.04K +184 +2%
AMM
1321
American Money Management
California
$295K – – –
JIC
1322
Joel Isaacson & Co
New York
$293K +$115 +3 +0%
WAM
1323
Weatherly Asset Management
California
$293K +$5.86K +153 +2%
PGCM
1324
Prescott Group Capital Management
Oklahoma
$291K – – –
AIC
1325
Atlantic Investment Company
Georgia
$289K -$280K -6,915 Closed
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