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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 %
LOAMS
1326
Lombard Odier Asset Management (Switzerland)
Switzerland
$362K -$14.7M -324,739 -98%
DA
1327
DSC Advisors
Illinois
$362K +$118K +2,622 +48%
AF
1328
Affiance Financial
Minnesota
$358K +$358K +7,958 New
TRIM
1329
Thompson Rubinstein Investment Management
Oregon
$355K – – –
CAM
1330
Cubic Asset Management
Massachusetts
$354K – – –
LK
1331
Lumbard & Kellner
New Hampshire
$353K – – –
JIC
1332
Joel Isaacson & Co
New York
$353K +$9.61K +214 +3%
IC
1333
Intersect Capital
California
$352K +$352K +7,821 New
CPO
1334
Cerity Partners OCIO
New York
$350K +$15.8K +351 +5%
ICOA
1335
Investment Centers of America
North Dakota
$349K -$23.8K -532 -6%
GEM
1336
Global Endowment Management
North Carolina
$349K – – –
MPIA
1337
Mountain Pacific Investment Advisers
Idaho
$348K – – –
CFSG
1338
Community Financial Services Group
Vermont
$347K +$7.33K +163 +2%
JIP
1339
Jaffetilchin Investment Partners
Florida
$346K -$2.52K -56 -0.7%
WFMPM
1340
Woodley Farra Manion Portfolio Management
Indiana
$345K -$21.6M -480,575 -98%
PGCM
1341
Prescott Group Capital Management
Oklahoma
$342K – – –
KA
1342
Kovack Advisors
Florida
$341K +$35K +778 +11%
BMO
1343
Beck Mack & Oliver
New York
$339K -$19.8K -440 -6%
PCMC
1344
Paragon Capital Management (Colorado)
Colorado
$336K – – –
PVWM
1345
Point View Wealth Management
New Jersey
$332K +$23.7K +526 +8%
AF
1346
Allworth Financial
California
$330K +$25.8K +573 +8%
WAM
1347
Weatherly Asset Management
California
$329K -$15.4K -343 -4%
NIS
1348
National Investment Services
Wisconsin
$328K – – –
WA
1349
WFG Advisors
Texas
$327K -$155K -3,449 -32%
KTC
1350
Kistler-Tiffany Companies
Pennsylvania
$324K – – –
52 53
54
55 56