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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
$5.87B
4
First Eagle Investment Management
First Eagle Investment Management
New York
$1.23B
5
NIMC
NWQ Investment Management Company
California
$249M

Top Sellers

1
Primecap Management
Primecap Management
California
$472M
2
Fisher Asset Management
Fisher Asset Management
Washington
$414M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.83B
4
Capital World Investors
Capital World Investors
California
$54.5M
5
EVM
Eaton Vance Management
Massachusetts
$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1401
Hudock Inc
Pennsylvania
$93K +$115 +3 +0.1%
CFA
1402
Camarda Financial Advisors
Florida
$93K +$15.3K +400 +20%
PAS
1403
Partnervest Advisory Services
California
$91K +$8.92K +234 +11%
PFO
1404
Pathstone Family Office
New Jersey
$90K – – –
BAM
1405
Brave Asset Management
New Jersey
$90K +$90K +2,360 New
TFA
1406
Transamerica Financial Advisors
Florida
$83K +$71.4K +1,855 +618%
JAM
1407
JCIC Asset Management
Ontario, Canada
$81K -$13.6M -355,435 -99%
SSG
1408
Summit Securities Group
New York
$80K +$80K +2,100 New
Carson Wealth (CWM LLC)
1409
Carson Wealth (CWM LLC)
Nebraska
$79K +$2.99K +78 +4%
VCM
1410
Vigilant Capital Management
Maine
$77K – – –
DOA
1411
D'Orazio & Associates
Virginia
$75K +$75K +1,964 New
DBT
1412
Dubuque Bank & Trust
Iowa
$66K – – –
VNB
1413
Valley National Bancorp
New York
$60K +$60K +1,560 New
TFO
1414
Tarbox Family Office
California
$60K +$60K +1,576 New
HCM
1415
Highlander Capital Management
New Jersey
$59.6K – – –
GI
1416
Gradient Investments
Minnesota
$58K +$19.1K +500 +49%
PR
1417
Payden & Rygel
California
$57K – – –
EAMA
1418
EFG Asset Management (Americas)
Florida
$52.5K +$52.5K +1,371 New
AC
1419
Alexandria Capital
Virginia
$49K -$1.66K -43 -3%
NC
1420
NewSquare Capital
Pennsylvania
$48K – – –
PTCG
1421
Pring Turner Capital Group
California
$46K +$46K +1,200 New
BWFA
1422
Baltimore-Washington Financial Advisors
Maryland
$42K +$42K +1,088 New
FAM
1423
Fred Alger Management
New York
$41K +$2.9K +76 +8%
FBT
1424
Founders Bank & Trust
Michigan
$41K +$24K +663 +141%
FMP
1425
Financial Management Professionals
Texas
$39K – – –
55 56
57
58 59