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Oracle
ORCL

Overview Fund Activity

1,699 hedge funds and large institutions have $99.2B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 631 increasing their positions, 752 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
-48
Holders Change %
-2.75%
% of All Funds
38.95%
Holding in Top 10
73
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.78%
% of All Funds
1.67%
New
82
Increased
631
Reduced
752
Closed
110
Calls
$789M
Puts
$1.16B
Net Calls
-$373M
Net Calls Change
-$76.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$370M
2
CSIA
Charles Schwab Investment Advisory
California
+$219M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
AAMU
Amundi Asset Management US
Massachusetts
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$432M
3
TCIM
TIAA CREF Investment Management
New York
-$368M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$364M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
APG
1326
Abacus Planning Group
South Carolina
$369K +$30.8K +700 +9%
DIA
1327
Davidson Investment Advisors
Montana
$364K -$48.4K -1,100 -12%
GLI
1328
Guardian Life Insurance
New York
$363K +$53.1K +1,205 +17%
GLA
1329
Good Life Advisors
Pennsylvania
$362K +$19.4K +442 +6%
WA
1330
Wealth Architects
California
$361K -$8.82K -200 -2%
JIC
1331
Joel Isaacson & Co
New York
$360K -$28.6K -650 -7%
EAM
1332
Evanson Asset Management
California
$359K +$26.6K +605 +8%
OIM
1333
Orca Investment Management
Oregon
$358K -$9.83K -223 -3%
NEAM
1334
New England Asset Management
Connecticut
$358K +$236K +5,355 +193%
AAM
1335
Autus Asset Management
Arizona
$356K -$82.5K -1,875 -19%
BCM
1336
Becker Capital Management
Oregon
$356K – – –
WCWM
1337
Willow Creek Wealth Management
California
$355K +$47.8K +1,084 +16%
RWMH
1338
Riverpoint Wealth Management Holdings
Illinois
$353K +$7.14K +162 +2%
FDCC
1339
Foster Dykema Cabot & Co
Massachusetts
$352K -$104K -2,182 -23%
SWA
1340
Sutton Wealth Advisors
Florida
$352K – – –
MWAC
1341
Mariner Wealth Advisors (Cincinnati)
Ohio
$349K -$61.2K -1,389 -15%
DMC
1342
Drexel Morgan & Co
Pennsylvania
$349K +$24.5K +556 +8%
CAI
1343
Capital Advisors Inc
Oklahoma
$348K -$114K -2,588 -25%
TRIM
1344
Thompson Rubinstein Investment Management
Oregon
$348K – – –
CBTWT
1345
Community Bank & Trust (Waco, Texas)
Texas
$347K – – –
AHB
1346
Abner Herrman & Brock
New Jersey
$346K -$26.6K -605 -7%
CFSG
1347
Community Financial Services Group
Vermont
$346K +$112K +2,550 +48%
PAS
1348
Partnervest Advisory Services
California
$343K -$9.33K -212 -3%
AAP
1349
Arax Advisory Partners
Colorado
$343K +$79.2K +1,798 +30%
TMAM
1350
Tokio Marine Asset Management
Japan
$342K -$162K -3,662 -32%
52 53
54
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