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Oracle
ORCL

Overview Fund Activity

1,533 hedge funds and large institutions have $103B invested in Oracle in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 593 increasing their positions, 656 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,533
Holders Change
-26
Holders Change %
-1.67%
% of All Funds
41.34%
Holding in Top 10
103
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-23.13%
% of All Funds
2.78%
New
71
Increased
593
Reduced
656
Closed
81
Calls
$851M
Puts
$976M
Net Calls
-$125M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$5.97B
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$648M
3
IFP
3
Independent Franchise Partners
United Kingdom
$482M
4
BA
4
BlackRock Advisors
Delaware
$600M
5
EVM
5
Eaton Vance Management
Massachusetts
$540M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$832M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$76.2M
3
State Street
3
State Street
Massachusetts
$5B
4
YAM
4
Yacktman Asset Management
Texas
$1.21B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
PL
1376
Parthenon LLC
Kentucky
$245K -$16.1K -400 -6%
EWM
1377
Elite Wealth Management
Washington
$241K -$3.21K -80 -1%
PI
1378
PineBridge Investments
New York
$240K -$7.38M -183,453 -97%
HW
1379
Hedeker Wealth
Illinois
$239K – – –
VWM
1380
Vector Wealth Management
Minnesota
$238K +$6.17K +153 +3%
NL
1381
NWAM LLC
Washington
$237K +$10.4K +264 +5%
NFG
1382
Next Financial Group
Texas
$234K -$8.8K -219 -4%
DPI
1383
Diversified Portfolios Inc
Michigan
$234K – – –
GWM
1384
Gupta Wealth Management
California
$233K -$85.1K -2,109 -27%
CAG
1385
Crestwood Advisors Group
Massachusetts
$233K +$24.4K +606 +12%
BPB
1386
Badgley, Phelps & Bell
Washington
$232K -$6.37K -158 -3%
OC
1387
Oakworth Capital
Alabama
$232K – – –
TCM
1388
Traynor Capital Management
Pennsylvania
$231K +$231K +5,749 New
BMO
1389
Beck Mack & Oliver
New York
$230K -$80.6K -2,000 -26%
CC
1390
Cadinha & Co
Hawaii
$230K +$230K +5,700 New
LC
1391
Lourd Capital
California
$228K +$15.2K +377 +7%
BAM
1392
Burnham Asset Management
New York
$227K – – –
GHAM
1393
Gilman Hill Asset Management
Connecticut
$226K -$3.22K -80 -1%
S
1394
SignatureFD
Georgia
$225K +$32.3K +799 +17%
AW
1395
Alpha Windward
Massachusetts
$223K -$5.97K -148 -3%
NCM
1396
Noesis Capital Mangement
Florida
$222K -$23.2K -575 -9%
WPC
1397
White Pine Capital
Minnesota
$220K -$40.3K -1,000 -15%
PHS
1398
Pekin Hardy Strauss
Illinois
$220K +$8.17K +203 +4%
KA
1399
KLCM Advisors
Wisconsin
$219K +$219K +5,428 New
SRAM
1400
Stone Ridge Asset Management
New York
$218K – – –
54 55
56
57 58