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Oracle
ORCL

Overview Fund Activity

1,496 hedge funds and large institutions have $101B invested in Oracle in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 551 increasing their positions, 672 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
43.44%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.14%
New
67
Increased
551
Reduced
672
Closed
70
Calls
$565M
Puts
$723M
Net Calls
-$158M
Net Calls Change
-$20.8M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
$604M
2
Boston Partners
Boston Partners
Massachusetts
$519M
3
Harris Associates
Harris Associates
Illinois
$2.88B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
5
VVP
Vulcan Value Partners
Alabama
$458M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.31B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.22B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
BWA
Brave Warrior Advisors
New York
$0
5
WRF
Waddell & Reed Financial
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
1401
Vector Wealth Management
Minnesota
$207K +$16.4K +429 +9%
MHS
1402
M Holdings Securities
Oregon
$206K +$206K +5,387 New
BFIM
1403
Beese Fulmer Investment Management
Ohio
$204K – – –
PHS
1404
Pekin Hardy Strauss
Illinois
$204K +$11.5K +300 +6%
CCM
1405
Chilton Capital Management
Texas
$203K +$7.17K +187 +4%
WG
1406
Welch Group
Alabama
$202K -$306 -8 -0.2%
UBWV
1407
United Bank (West Virginia)
West Virginia
$202K +$202K +5,285 New
OAM
1408
Orinda Asset Management
California
$189K +$11.4K +299 +6%
NIMI
1409
Natixis Investment Managers International
France
$185K -$126K -3,308 -41%
CAL
1410
Capital Advisors Ltd
Ohio
$183K -$38 -1 -0%
GSC
1411
Ground Swell Capital
South Carolina
$183K +$34.6K +905 +23%
QAM
1412
QCI Asset Management
New York
$176K -$4.97K -130 -3%
IRS
1413
Invictus RG (Singapore)
Singapore
$170K +$22.3K +585 +15%
WIL
1414
Winifred I. Li
$169K -$273K -7,146 -62%
NES
1415
New England Securities
New York
$169K +$2.03K +53 +1%
S
1416
SignatureFD
Georgia
$169K +$12.2K +319 +8%
BBPWM
1417
Blue Bell Private Wealth Management
Pennsylvania
$157K – – –
JIM
1418
Jupiter Investment Management
United Kingdom
$155K -$2.1M -55,230 -93%
NSIM
1419
North Star Investment Management
Illinois
$155K -$57.4K -1,500 -27%
PMFA
1420
Plante Moran Financial Advisors
Michigan
$155K -$12.7K -331 -8%
ZTNA
1421
Zions Trust National Association
Utah
$149K – – –
SGC
1422
South Georgia Capital
Illinois
$145K -$144K -3,780 -50%
CAL
1423
Capital Analysts LLC
Pennsylvania
$143K -$11K -287 -7%
NYLT
1424
New York Life Trust
New York
$141K -$134K -3,508 -49%
FBT
1425
Founders Bank & Trust
Michigan
$134K – – –
55 56
57
58 59