ORCL icon

Oracle
ORCL

Overview Fund Activity

1,483 hedge funds and large institutions have $98.7B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 544 increasing their positions, 673 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-34
Holders Change %
-2.24%
% of All Funds
39.63%
Holding in Top 10
91
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.9%
% of All Funds
2.43%
New
64
Increased
544
Reduced
673
Closed
82
Calls
$872M
Puts
$981M
Net Calls
-$108M
Net Calls Change
-$19.5M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$222M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$74M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
3
EVM
Eaton Vance Management
Massachusetts
-$253M
4
Ameriprise
Ameriprise
Minnesota
-$211M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
1376
Private Ocean
California
$147K – – –
IF
1377
Ironwood Financial
Arizona
$147K – – –
VNA
1378
Valley National Advisers
Pennsylvania
$146K +$14.5K +354 +11%
TDC
1379
Thompson Davis & Co
Virginia
$145K +$102K +2,500 +237%
RAM
1380
Riggs Asset Management
Pennsylvania
$142K +$4.04K +99 +3%
CYG
1381
Clean Yield Group
Vermont
$131K – – –
SFG
1382
SevenBridge Financial Group
Pennsylvania
$128K +$128K +3,129 New
RFA
1383
Reilly Financial Advisors
California
$127K +$127K +3,113 New
NCMG
1384
NCM Capital Management Group
North Carolina
$125K -$4.1K -100 -3%
PCP
1385
Proficio Capital Partners
Massachusetts
$124K +$39.6K +963 +47%
FI
1386
FCM Investments
Texas
$123K +$20.5K +500 +20%
SBL
1387
Sargent Bickham Lagudis
Colorado
$120K +$29.8K +725 +33%
WAS
1388
WESPAC Advisors SoCal
California
$119K +$20.5K +500 +21%
GBBWRPM
1389
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$116K +$41 +1 +0%
NEAM
1390
New England Asset Management
Connecticut
$113K – – –
VCM
1391
Versant Capital Management
Arizona
$108K -$900 -22 -0.8%
CCM
1392
Cribstone Capital Management
Maine
$102K +$102K +2,495 New
CWM
1393
Cranbrook Wealth Management
Michigan
$101K – – –
CFA
1394
Camarda Financial Advisors
Florida
$100K +$8.8K +215 +10%
WA
1395
WealthTrust-Arizona
Arizona
$98K +$41 +1 +0%
BWA
1396
Burt Wealth Advisors
Maryland
$95K -$2.74K -67 -3%
RBC
1397
Roble Belko & Company
Pennsylvania
$95K +$12.3K +300 +15%
EDRS
1398
Edmond de Rothschild (Suisse)
Switzerland
$92K +$34.8K +850 +61%
HCM
1399
Herndon Capital Management
Georgia
$91K -$666K -16,280 -88%
BAM
1400
Brave Asset Management
New Jersey
$89K -$7.79K -190 -8%
54 55
56
57 58