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Oracle
ORCL

Overview Fund Activity

1,483 hedge funds and large institutions have $98.7B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 544 increasing their positions, 673 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-34
Holders Change %
-2.24%
% of All Funds
39.63%
Holding in Top 10
91
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.9%
% of All Funds
2.43%
New
64
Increased
544
Reduced
673
Closed
82
Calls
$872M
Puts
$981M
Net Calls
-$108M
Net Calls Change
-$19.5M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$222M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$74M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
3
EVM
Eaton Vance Management
Massachusetts
-$253M
4
Ameriprise
Ameriprise
Minnesota
-$211M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRQ
1351
Gardner Russo & Quinn
Pennsylvania
$205K – – –
CCA
1352
Covey Capital Advisors
Georgia
$205K – – –
AW
1353
Alpha Windward
Massachusetts
$203K -$9.9K -242 -5%
TT
1354
Tiedemann Trust
Delaware
$203K – – –
EMB
1355
Elefante Mark B
$203K – – –
HW
1356
Hancock Whitney
Mississippi
$202K -$50.7K -1,237 -20%
AIM
1357
Assured Investment Management
New York
$201K -$555K -13,557 -73%
DBG
1358
De Burlo Group
Massachusetts
$200K – – –
CAL
1359
Capital Advisors Ltd
Ohio
$199K – – –
FNB
1360
Farmers National Bank
Kentucky
$196K -$70.7K -1,725 -26%
CAL
1361
Capital Analysts LLC
Pennsylvania
$192K -$62.1K -1,518 -24%
MA
1362
MCF Advisors
Kentucky
$190K +$41 +1 +0%
LWM
1363
Lenox Wealth Management
Ohio
$180K -$574 -14 -0.3%
PHK
1364
Point72 Hong Kong
Hong Kong
$180K +$106K +2,600 +144%
MWP
1365
MYCIO Wealth Partners
Pennsylvania
$176K +$123 +3 +0.1%
KKAMG
1366
Kernodle & Katon Asset Management Group
Arkansas
$172K +$19.5K +477 +13%
NSIM
1367
North Star Investment Management
Illinois
$166K – – –
WG
1368
Welch Group
Alabama
$163K -$57.4K -1,407 -26%
HI
1369
Hudock Inc
Pennsylvania
$162K +$49.5K +1,214 +44%
BBPWM
1370
Blue Bell Private Wealth Management
Pennsylvania
$159K -$4.1K -100 -3%
ZB
1371
Zions Bancorporation
Utah
$156K -$4.82K -118 -3%
IR
1372
Invictus RG
Bermuda
$152K +$152K +3,706 New
HR
1373
Howe & Rusling
New York
$151K -$73K -1,780 -33%
FWM
1374
Focused Wealth Management
New York
$151K -$1.97K -48 -1%
DOA
1375
D'Orazio & Associates
Virginia
$150K +$82 +2 +0.1%
53 54
55
56 57