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 %
PP
1351
PagnatoKarp Partners
Virginia
$422K -$19.1K -405 -4%
FNFDCM
1352
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$422K – – –
BHBT
1353
Burke & Herbert Bank & Trust
Virginia
$421K +$60.8K +1,285 +17%
CRIG
1354
Charter Research & Investment Group
Connecticut
$421K +$421K +8,900 New
PFC
1355
Poplar Forest Capital
California
$418K – – –
SS
1356
Simplicity Solutions
Minnesota
$418K +$52K +1,100 +14%
JIC
1357
Joel Isaacson & Co
New York
$417K +$21.3K +450 +5%
MPPLM
1358
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$417K +$417K +8,822 New
AHB
1359
Abner Herrman & Brock
New Jersey
$415K -$8.9K -188 -2%
CWM
1360
Circle Wealth Management
New Jersey
$415K +$143K +3,022 +53%
BCCM
1361
Bridge Creek Capital Management
Massachusetts
$414K -$9.44K -200 -2%
PIM
1362
Penobscot Investment Management
Massachusetts
$412K -$13.2K -280 -3%
KLWA
1363
Kelly Lawrence W & Associates
California
$411K -$4.72K -100 -1%
FHA
1364
Flagship Harbor Advisors
Massachusetts
$409K +$33.4K +680 +9%
CB
1365
Community Bank
New York
$405K +$45.1K +954 +13%
PHAM
1366
Palisades Hudson Asset Management
Florida
$403K – – –
VCM
1367
Virtue Capital Management
Tennessee
$403K +$403K +8,519 New
MWAC
1368
Mariner Wealth Advisors (Cincinnati)
Ohio
$402K -$143K -3,026 -26%
PIA
1369
Peachtree Investment Advisors
Georgia
$401K – – –
MCP
1370
Mirador Capital Partners
California
$400K – – –
PSF
1371
Pacific Sun Financial
California
$400K +$400K +8,467 New
ED
1372
Exane Derivatives
France
$399K +$399K +8,437 New
MHS
1373
M Holdings Securities
Oregon
$399K -$22K -465 -5%
BMC
1374
Beaton Management Company
Massachusetts
$396K – – –
Treasurer of the State of North Carolina
1375
Treasurer of the State of North Carolina
North Carolina
$394K +$394K +8,328 New
53 54
55
56 57