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Oracle
ORCL

Overview Fund Activity

1,754 hedge funds and large institutions have $114B invested in Oracle in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 693 increasing their positions, 625 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
+117
Holders Change %
+7.15%
% of All Funds
39.84%
Holding in Top 10
87
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-28.1%
% of All Funds
1.98%
New
233
Increased
693
Reduced
625
Closed
102
Calls
$838M
Puts
$1.09B
Net Calls
-$254M
Net Calls Change
-$358M

Top Buyers

1
BlackRock
BlackRock
New York
+$599M
2
ClearBridge Investments
ClearBridge Investments
New York
+$446M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$438M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$309M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$255M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$3.26B
2
RL
Ruffer LLP
United Kingdom
-$227M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$225M
4
Franklin Resources
Franklin Resources
California
-$176M
5
Millennium Management
Millennium Management
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
1301
Glassman Wealth Services
Virginia
$480K +$4.21K +89 +0.9%
SPC
1302
Salient Private Client
Texas
$477K +$477K +10,080 New
CA
1303
Cynosure Advisors
Utah
$475K +$475K +10,043 New
IBOK
1304
Independence Bank of Kentucky
Kentucky
$471K +$471K +9,970 New
BAM
1305
Belpointe Asset Management
Nevada
$470K +$13K +274 +3%
SFS
1306
Sowell Financial Services
Arkansas
$470K +$23.8K +475 +5%
LIA
1307
LBMC Investment Advisors
Tennessee
$469K +$237K +5,005 +102%
BGC
1308
Blue Granite Capital
South Carolina
$468K -$2.28M -47,985 -83%
FC
1309
Fayerweather Charles
$468K -$212K -4,482 -31%
FRM
1310
Fox Run Management
Connecticut
$468K -$198K -4,194 -30%
BHC
1311
Bowen Hanes & Co
Florida
$468K – – –
MWP
1312
MYCIO Wealth Partners
Pennsylvania
$468K +$142 +3 +0%
ODCM
1313
Old Dominion Capital Management
Virginia
$468K +$20K +422 +4%
EWM
1314
Empirical Wealth Management
Washington
$465K +$70.9K +1,501 +18%
MIM
1315
Miller Investment Management
Pennsylvania
$464K – – –
ACP
1316
Aviance Capital Partners
Florida
$464K +$16.2K +342 +4%
HWA
1317
HCR Wealth Advisors
California
$464K +$2.44K +500 +0.5%
NAMP
1318
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K -$23.6K -500 -5%
GLI
1319
Guardian Life Insurance
New York
$463K +$137K +2,904 +42%
VHAM
1320
Van Hulzen Asset Management
California
$461K +$461K +9,742 New
PT
1321
Plimoth Trust
Massachusetts
$460K +$460K +9,731 New
AWM
1322
Altavista Wealth Management
North Carolina
$459K -$62.5K -1,320 -12%
CPO
1323
Cerity Partners OCIO
New York
$459K -$2.5K -54 -0.5%
MMPW
1324
Mitchell McLeod Pugh & Williams
Alabama
$454K -$10.4K -220 -2%
AF
1325
Allworth Financial
California
$454K +$18.3K +387 +4%
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