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Oracle
ORCL

Overview Fund Activity

1,579 hedge funds and large institutions have $118B invested in Oracle in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 522 increasing their positions, 701 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+83
Holders Change %
+5.55%
% of All Funds
42.14%
Holding in Top 10
168
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+55.56%
% of All Funds
4.48%
New
175
Increased
522
Reduced
701
Closed
73
Calls
$905M
Puts
$840M
Net Calls
+$64.7M
Net Calls Change
+$223M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
+$321M
2
State Street
State Street
Massachusetts
+$317M
3
EVM
Eaton Vance Management
Massachusetts
+$255M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$205M
5
SSM
Sound Shore Management
Connecticut
+$190M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$881M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$351M
3
Deutsche Bank
Deutsche Bank
Germany
-$321M
4
Bank of America
Bank of America
North Carolina
-$307M
5
American Century Companies
American Century Companies
Missouri
-$211M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCP
1401
Vista Capital Partners
Oregon
$275K – – –
EWM
1402
Elite Wealth Management
Washington
$273K +$3.59K +80 +1%
MCC
1403
Mid Continent Capital
Illinois
$271K -$16.9K -375 -6%
BCM
1404
Bluefin Capital Management
New York
$269K -$112K -2,485 -29%
CAG
1405
Crestwood Advisors Group
Massachusetts
$269K -$17.5K -389 -6%
HW
1406
Hedeker Wealth
Illinois
$268K +$268K +5,950 New
DPI
1407
Diversified Portfolios Inc
Michigan
$268K +$268K +5,967 New
BCM
1408
Brookstone Capital Management
Illinois
$267K +$267K +5,931 New
PAM
1409
PVG Asset Management
Colorado
$266K +$266K +5,920 New
VanEck Associates
1410
VanEck Associates
New York
$263K +$263K +5,854 New
OC
1411
Oakworth Capital
Alabama
$261K +$852 +19 +0.3%
AW
1412
Alpha Windward
Massachusetts
$261K +$10.8K +241 +4%
BST
1413
Bath Savings Trust
Maine
$258K +$2.43K +54 +1%
AWS
1414
Aris Wealth Services
Pennsylvania
$256K +$256K +5,694 New
KAH
1415
Kathryn A. Hall
$256K +$256K +5,700 New
NL
1416
NWAM LLC
Washington
$253K -$120K -2,657 -32%
BAM
1417
Burnham Asset Management
New York
$253K – – –
CAL
1418
Capital Analysts LLC
Pennsylvania
$252K +$84.2K +1,873 +50%
NCM
1419
Novare Capital Management
North Carolina
$248K -$7.55K -168 -3%
SGAM
1420
Steinberg Global Asset Management
Florida
$248K – – –
LAIC
1421
Lederer & Associates Investment Counsel
California
$245K +$245K +5,445 New
MFW
1422
Meristem Family Wealth
Minnesota
$243K – – –
OPTFSNA
1423
Old Point Trust & Financial Services N A
Virginia
$243K – – –
SRAM
1424
Stone Ridge Asset Management
New York
$243K +$243K +5,400 New
CL
1425
Choreo LLC
Illinois
$242K -$56.9K -1,267 -19%
55 56
57
58 59