ORCL icon

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 %
WA1
1326
Wimmer Associates 1
California
$451K – – –
KA
1327
Kovack Advisors
Florida
$450K +$36.9K +779 +9%
BRM
1328
Boston Research & Management
Massachusetts
$449K – – –
CAI
1329
Capital Advisors Inc
Oklahoma
$449K +$68.7K +1,453 +18%
CA
1330
Calton & Associates
Florida
$449K +$449K +8,789 New
SA
1331
Strategic Advisors
New York
$448K -$85.1K -1,801 -16%
HPWM
1332
Highland Private Wealth Management
Washington
$447K -$12.1K -256 -3%
NFG
1333
Next Financial Group
Texas
$445K -$113K -2,396 -20%
LFA
1334
Landmark Financial Advisors
Kentucky
$445K – – –
NAM
1335
North American Management
Massachusetts
$444K +$5.29K +112 +1%
CPIG
1336
Chicago Partners Investment Group
Illinois
$443K -$3.4K -72 -0.8%
WPW
1337
Waldron Private Wealth
Pennsylvania
$443K – – –
TPWA
1338
TRUE Private Wealth Advisors
Oregon
$441K +$441K +9,329 New
FDCC
1339
Foster Dykema Cabot & Co
Massachusetts
$440K -$6.62K -140 -1%
OCM
1340
Orser Capital Management
Texas
$440K +$440K +8,854 New
NERM
1341
New England Research & Management
Illinois
$440K +$440K +9,300 New
DC
1342
DeDora Capital
California
$440K +$440K +9,302 New
JFA
1343
JNBA Financial Advisors
Minnesota
$439K – – –
LC
1344
Landaas & Company
Wisconsin
$434K – – –
SWM
1345
SVA Wealth Management
Wisconsin
$430K -$12.8K -270 -3%
FMW
1346
Farr Miller & Washington
District of Columbia
$426K -$62.9K -1,332 -13%
AIM
1347
Aspen Investment Management
Michigan
$426K – – –
CIC
1348
Crawford Investment Counsel
Georgia
$425K +$33.4K +707 +9%
FNBSF
1349
First National Bank Sioux Falls
South Dakota
$423K – – –
IWC
1350
Integrated Wealth Concepts
Massachusetts
$423K +$423K +8,632 New
52 53
54
55 56