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Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1401
Alpha Windward
Massachusetts
$245K -$5.82K -135 -2%
PPSG
1402
Princeton Portfolio Strategies Group
New Jersey
$244K -$56K -1,300 -19%
BAM
1403
Burnham Asset Management
New York
$243K – – –
ZDA
1404
Zweig-DiMenna Associates
New York
$242K -$298K -6,900 -55%
CAL
1405
Capital Analysts LLC
Pennsylvania
$242K +$86 +2 +0%
NCM
1406
Novare Capital Management
North Carolina
$239K +$648 +15 +0.3%
NPF
1407
Norris Perne & French
Michigan
$239K +$9.72K +225 +4%
MC
1408
Middleton & Co
Massachusetts
$239K +$32K +740 +15%
MFW
1409
Meristem Family Wealth
Minnesota
$233K -$216 -5 -0.1%
SRAM
1410
Stone Ridge Asset Management
New York
$233K – – –
CFA
1411
Carroll Financial Associates
North Carolina
$232K +$20.7K +480 +10%
FCT
1412
Family Capital Trust
Massachusetts
$230K -$3.93M -90,967 -94%
LC
1413
Lourd Capital
California
$228K -$324K -7,500 -59%
PHS
1414
Pekin Hardy Strauss
Illinois
$227K -$290K -6,733 -56%
ACM
1415
Argent Capital Management
Missouri
$224K -$179K -4,149 -44%
CAG
1416
Crestwood Advisors Group
Massachusetts
$224K -$34.5K -798 -13%
IAMOG
1417
Investors Asset Management of Georgia
Georgia
$224K -$4.32K -100 -2%
AHB
1418
Abner Herrman & Brock
New Jersey
$224K – – –
NA
1419
Navellier & Associates
Nevada
$222K – – –
CCM
1420
Condor Capital Management
New Jersey
$219K – – –
TFF
1421
The Family Firm
Maryland
$219K +$129 +3 +0.1%
MHS
1422
M Holdings Securities
Oregon
$218K – – –
BC
1423
Banced Corp
Illinois
$216K -$89.3K -2,071 -29%
USGIU
1424
U.S. Global Investors (USGI)
Texas
$216K – – –
RP
1425
Riverbridge Partners
Minnesota
$216K – – –
55 56
57
58 59