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Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1301
Salient Capital Advisors
Texas
$368K +$9.59K +222 +3%
MMPW
1302
Mitchell McLeod Pugh & Williams
Alabama
$366K – – –
DA
1303
DSC Advisors
Illinois
$365K +$17.3K +400 +5%
AIM
1304
Aspen Investment Management
Michigan
$363K – – –
AP
1305
Appleton Partners
Massachusetts
$361K -$37.8K -875 -9%
PL
1306
Plancorp LLC
Missouri
$358K +$358K +8,295 New
JIC
1307
Joel Isaacson & Co
New York
$357K +$17.8K +413 +5%
LCM
1308
LVM Capital Management
Michigan
$356K -$18.3K -425 -5%
LCM
1309
Landscape Capital Management
New Jersey
$354K +$354K +8,200 New
CPO
1310
Cerity Partners OCIO
New York
$353K +$16.7K +386 +5%
SCA
1311
Strategic Capital Alternatives
United States
$353K +$353K +8,171 New
PJSIMP
1312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$352K +$388 +9 +0.1%
BRWM
1313
B. Riley Wealth Management
Tennessee
$351K – – –
CIP
1314
Convergence Investment Partners
Florida
$350K -$7.93M -183,985 -96%
IFB
1315
iAB Financial Bank
Indiana
$350K +$350K +8,100 New
WPW
1316
Waldron Private Wealth
Pennsylvania
$349K -$44.5K -1,032 -11%
DAM
1317
Delta Asset Management
Tennessee
$346K -$12.9K -300 -4%
AF
1318
Affiance Financial
Minnesota
$343K – – –
PCM
1319
Pointe Capital Management
Michigan
$343K +$343K +7,950 New
TRIM
1320
Thompson Rubinstein Investment Management
Oregon
$341K – – –
HH
1321
Hilltop Holdings
Texas
$340K -$97.1K -2,256 -22%
GWM
1322
Gupta Wealth Management
California
$340K +$340K +7,882 New
CAM
1323
Cubic Asset Management
Massachusetts
$339K – – –
WAM
1324
Wolverine Asset Management
Illinois
$338K +$338K +7,834 New
WSTAM
1325
Wilbanks Smith & Thomas Asset Management
Virginia
$335K +$57.2K +1,327 +21%
51 52
53
54 55