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Oracle
ORCL

Overview Fund Activity

1,476 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 676 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
42.66%
Holding in Top 10
167
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.15%
% of All Funds
4.83%
New
97
Increased
539
Reduced
676
Closed
70
Calls
$756M
Puts
$594M
Net Calls
+$163M
Net Calls Change
-$156M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$641M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$383M
3
Boston Partners
Boston Partners
Massachusetts
$223M
4
American Century Companies
American Century Companies
Missouri
$888M
5
EIP
Epoch Investment Partners
New York
$427M

Top Sellers

1
State Street
State Street
Massachusetts
$5.64B
2
Invesco
Invesco
Georgia
$473M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.73B
4
JHIU
Janus Henderson Investors US
Colorado
$590M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
VNB
1376
Valley National Bancorp
New York
$222K +$158K +3,875 +248%
UBWV
1377
United Bank (West Virginia)
West Virginia
$222K +$222K +5,435 New
MFW
1378
Meristem Family Wealth
Minnesota
$221K -$163K -4,000 -43%
DAC
1379
Dividend Assets Capital
South Carolina
$221K – – –
OPTFSNA
1380
Old Point Trust & Financial Services N A
Virginia
$221K – – –
WG
1381
Welch Group
Alabama
$220K – – –
SGAM
1382
Steinberg Global Asset Management
Florida
$219K – – –
BFIM
1383
Beese Fulmer Investment Management
Ohio
$218K +$4.09K +100 +2%
MTIM
1384
Marathon Trading Investment Management
Pennsylvania
$217K +$217K +5,300 New
AA
1385
Ancora Advisors
Ohio
$213K +$213K +5,208 New
CCM
1386
Chilton Capital Management
Texas
$209K -$12.5K -305 -6%
PHS
1387
Pekin Hardy Strauss
Illinois
$206K +$206K +5,042 New
RP
1388
Riverbridge Partners
Minnesota
$205K +$205K +5,000 New
HS
1389
HighVista Strategies
Massachusetts
$202K -$11.4M -279,880 -98%
CCMG
1390
Clark Capital Management Group
Pennsylvania
$202K +$202K +4,935 New
LG
1391
Laidlaw Group
New York
$201K +$201K +4,909 New
HCM
1392
Hilton Capital Management
New York
$200K +$200K +4,900 New
CAL
1393
Capital Advisors Ltd
Ohio
$196K -$24.5K -600 -11%
QAM
1394
QCI Asset Management
New York
$194K – – –
NES
1395
New England Securities
New York
$194K +$15.7K +385 +9%
CFA
1396
CT Financial Advisors
Pennsylvania
$172K +$172K +3,985 New
ZTNA
1397
Zions Trust National Association
Utah
$169K -$26.2K -640 -13%
BBPWM
1398
Blue Bell Private Wealth Management
Pennsylvania
$168K – – –
LOCB
1399
Lombard Odier & Cie (Bahamas)
Bahamas
$164K -$185K -4,500 -53%
LFG
1400
LifePlan Financial Group
Ohio
$163K -$13.8K -337 -8%
54 55
56
57 58