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Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
1376
Oxbow Advisors
Texas
$274K -$14.7K -340 -5%
REMPR
1377
Roof Eidam Maycock Peralta (REMP)
California
$273K -$107K -2,477 -28%
WA
1378
Wheatland Advisors
Pennsylvania
$272K – – –
YMRC
1379
Yorktown Management & Research Company
Virginia
$268K – – –
FNBTCON
1380
First National Bank & Trust Co of Newtown
Pennsylvania
$268K – – –
PAS
1381
Professional Advisory Services
Florida
$265K – – –
VCP
1382
Vista Capital Partners
Oregon
$264K – – –
CWP
1383
Capital Wealth Planning
Florida
$262K -$1.21M -28,127 -82%
NCM
1384
Noesis Capital Mangement
Florida
$262K -$8.15K -189 -3%
EWM
1385
Elite Wealth Management
Washington
$262K – – –
TWA
1386
TCI Wealth Advisors
Arizona
$260K -$41.2K -956 -14%
NFG
1387
Next Financial Group
Texas
$260K -$34.8K -808 -12%
MTIM
1388
Marathon Trading Investment Management
Pennsylvania
$258K -$574K -13,296 -69%
BCM
1389
Brookstone Capital Management
Illinois
$258K +$2.29K +53 +0.9%
DPI
1390
Diversified Portfolios Inc
Michigan
$257K – – –
HW
1391
Hedeker Wealth
Illinois
$257K – – –
BPB
1392
Badgley, Phelps & Bell
Washington
$255K -$37.1K -860 -13%
HCM
1393
Hall Capital Management
Rhode Island
$255K +$255K +5,923 New
BPCA
1394
Bank Pictet & Cie (Asia)
Singapore
$254K +$254K +5,880 New
ECM
1395
Evergreen Capital Management
Washington
$253K -$6.53M -151,733 -96%
OC
1396
Oakworth Capital
Alabama
$253K – – –
NL
1397
NWAM LLC
Washington
$248K +$4.8K +111 +2%
VWM
1398
Vector Wealth Management
Minnesota
$248K +$43.5K +1,008 +21%
KAH
1399
Kathryn A. Hall
$246K – – –
GHAM
1400
Gilman Hill Asset Management
Connecticut
$246K +$34.1K +790 +16%
54 55
56
57 58