ORCL icon

Oracle
ORCL

Overview Fund Activity

1,462 hedge funds and large institutions have $103B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 486 increasing their positions, 656 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+106
Holders Change %
+7.82%
% of All Funds
42.46%
Holding in Top 10
153
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+37.84%
% of All Funds
4.44%
New
180
Increased
486
Reduced
656
Closed
58
Calls
$1.19B
Puts
$876M
Net Calls
+$318M
Net Calls Change
+$78.5M

Top Buyers

1
IC
Institutional Capital
Illinois
+$582M
2
VAM
Veritas Asset Management
United Kingdom
+$234M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$207M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$180M
5
NIMC
NWQ Investment Management Company
California
+$149M

Top Sellers

1
Primecap Management
Primecap Management
California
-$333M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$322M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$311M
4
Capital World Investors
Capital World Investors
California
-$242M
5
EVM
Eaton Vance Management
Massachusetts
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1376
Capital Analysts LLC
Pennsylvania
$190K – – –
PMFA
1377
Plante Moran Financial Advisors
Michigan
$189K +$56.6K +1,478 +43%
ZTNA
1378
Zions Trust National Association
Utah
$183K +$3.07K +80 +2%
QAM
1379
QCI Asset Management
New York
$181K – – –
NES
1380
New England Securities
New York
$167K +$11.3K +296 +7%
LFG
1381
LifePlan Financial Group
Ohio
$166K – – –
GA
1382
Glenhill Advisors
New York
$161K +$161K +4,212 New
BBPWM
1383
Blue Bell Private Wealth Management
Pennsylvania
$157K +$157K +4,110 New
HIMC
1384
Heritage Investors Management Corp
Maryland
$147K +$147K +3,835 New
IUAM
1385
Itau USA Asset Management
New York
$134K – – –
LWA
1386
Lenox Wealth Advisors
New York
$132K +$115K +3,012 +669%
JFA
1387
JNBA Financial Advisors
Minnesota
$127K – – –
RIA
1388
Regal Investment Advisors
Michigan
$122K +$17.2K +450 +16%
ASN
1389
Advisory Services Network
Georgia
$122K +$122K +3,189 New
LFR
1390
Lehman Financial Resources
Pennsylvania
$121K – – –
HDIM
1391
Hanson & Doremus Investment Management
Vermont
$118K – – –
MA
1392
MCF Advisors
Kentucky
$112K – – –
CCS
1393
Crosspoint Capital Strategies
California
$111K +$111K +2,809 New
S
1394
SignatureFD
Georgia
$110K -$15.1K -396 -12%
FAM
1395
Formidable Asset Management
Ohio
$109K – – –
HCM
1396
Horrell Capital Management
Arkansas
$108K -$758K -20,000 -88%
WA
1397
WealthTrust-Arizona
Arizona
$106K -$4.32K -113 -4%
IMS
1398
Index Management Solutions
Pennsylvania
$102K +$40.5K +1,053 +66%
FWM
1399
Focused Wealth Management
New York
$101K -$79.8K -2,077 -44%
AA
1400
Apriem Advisors
California
$100K +$153 +4 +0.2%
54 55
56
57 58