ORCL icon

Oracle
ORCL

Overview Fund Activity

1,579 hedge funds and large institutions have $118B invested in Oracle in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 522 increasing their positions, 701 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+83
Holders Change %
+5.55%
% of All Funds
42.14%
Holding in Top 10
168
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+55.56%
% of All Funds
4.48%
New
175
Increased
522
Reduced
701
Closed
73
Calls
$905M
Puts
$840M
Net Calls
+$64.7M
Net Calls Change
+$223M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$321M
2
State Street
State Street
Massachusetts
+$317M
3
EVM
Eaton Vance Management
Massachusetts
+$255M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
5
SSM
Sound Shore Management
Connecticut
+$190M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$881M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$351M
3
Deutsche Bank
Deutsche Bank
Germany
-$321M
4
Bank of America
Bank of America
North Carolina
-$307M
5
American Century Companies
American Century Companies
Missouri
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFC
1301
Poplar Forest Capital
California
$397K – – –
KLWA
1302
Kelly Lawrence W & Associates
California
$396K – – –
REMPR
1303
Roof Eidam Maycock Peralta (REMP)
California
$396K +$396K +8,804 New
DVM
1304
Dreman Value Management
Florida
$395K -$719 -16 -0.2%
SFM
1305
Signet Financial Management
New Jersey
$393K +$393K +8,742 New
BW
1306
Bison Wealth
Georgia
$391K +$391K +8,698 New
LCM
1307
LVM Capital Management
Michigan
$390K – – –
RT
1308
Reliance Trust
Georgia
$390K +$4.18K +93 +1%
BCM
1309
Beck Capital Management
Texas
$388K +$388K +8,635 New
MMPW
1310
Mitchell McLeod Pugh & Williams
Alabama
$381K +$381K +8,475 New
DCLA
1311
Douglas C. Lane & Associates
New York
$379K +$23.8K +529 +7%
AIM
1312
Aspen Investment Management
Michigan
$378K -$9K -200 -2%
DAM
1313
Delta Asset Management
Tennessee
$374K – – –
FC
1314
Forte Capital
New York
$374K – – –
CCG
1315
Chatham Capital Group
Georgia
$374K – – –
SCA
1316
Salient Capital Advisors
Texas
$373K -$27.1K -604 -7%
LNC
1317
Lincoln National Corp
Pennsylvania
$373K +$16.9K +375 +5%
ACM
1318
Ativo Capital Management
Illinois
$369K -$62.5K -1,390 -14%
CPS
1319
Counsel Portfolio Services
Ontario, Canada
$369K +$369K +8,200 New
PJSIMP
1320
P.J. Schmidt Investment Management (PJS)
Wisconsin
$367K – – –
JPTCCM
1321
J.P. Turner & Co Capital Management
Georgia
$366K +$366K +8,163 New
BRWM
1322
B. Riley Wealth Management
Tennessee
$365K – – –
IC
1323
IKOS CIF
Cyprus
$365K +$273K +5,971 +295%
VNB
1324
Valley National Bancorp
New York
$364K -$4.58K -102 -1%
STMM
1325
South Texas Money Management
Texas
$364K +$10.8K +241 +3%
51 52
53
54 55