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Oracle
ORCL

Overview Fund Activity

1,533 hedge funds and large institutions have $103B invested in Oracle in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 593 increasing their positions, 656 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,533
Holders Change
-26
Holders Change %
-1.67%
% of All Funds
41.34%
Holding in Top 10
103
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-23.13%
% of All Funds
2.78%
New
71
Increased
593
Reduced
656
Closed
81
Calls
$851M
Puts
$976M
Net Calls
-$125M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$5.97B
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$648M
3
IFP
3
Independent Franchise Partners
United Kingdom
$482M
4
BA
4
BlackRock Advisors
Delaware
$600M
5
EVM
5
Eaton Vance Management
Massachusetts
$540M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$832M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$76.2M
3
State Street
3
State Street
Massachusetts
$5B
4
YAM
4
Yacktman Asset Management
Texas
$1.21B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
BST
1401
Bath Savings Trust
Maine
$217K -$72.4K -1,798 -25%
LWM
1402
Lenox Wealth Management
Ohio
$213K +$75.8K +1,879 +55%
WG
1403
Welch Group
Alabama
$212K +$20.1K +500 +10%
CCM
1404
Coldstream Capital Management
Washington
$212K +$212K +5,273 New
ACM
1405
Argent Capital Management
Missouri
$210K – – –
IAMOG
1406
Investors Asset Management of Georgia
Georgia
$209K – – –
AHB
1407
Abner Herrman & Brock
New Jersey
$209K – – –
NA
1408
Navellier & Associates
Nevada
$208K +$605 +15 +0.3%
MHS
1409
M Holdings Securities
Oregon
$206K +$2.7K +67 +1%
SCA
1410
STALEY CAPITAL ADVISERS
Pennsylvania
$206K +$12.1K +300 +6%
NPF
1411
Norris Perne & French
Michigan
$205K -$18.6K -460 -8%
AAC
1412
Asset Advisors Corp
Georgia
$205K +$193K +4,780 +1,593%
CCM
1413
Condor Capital Management
New Jersey
$204K – – –
MFW
1414
Meristem Family Wealth
Minnesota
$202K -$15.5K -385 -7%
CCA
1415
Covey Capital Advisors
Georgia
$202K – – –
RP
1416
Riverbridge Partners
Minnesota
$202K – – –
VHAM
1417
Van Hulzen Asset Management
California
$200K +$200K +4,965 New
CAL
1418
Capital Advisors Ltd
Ohio
$195K +$2.01K +50 +1%
CAL
1419
Capital Analysts LLC
Pennsylvania
$192K -$33.3K -827 -15%
WA
1420
WealthTrust-Arizona
Arizona
$186K +$4.03K +100 +2%
BBPWM
1421
Blue Bell Private Wealth Management
Pennsylvania
$182K – – –
IRS
1422
Invictus RG (Singapore)
Singapore
$180K +$24K +597 +15%
SFFS
1423
Stonehage Fleming Financial Services
Jersey
$177K – – –
NYLT
1424
New York Life Trust
New York
$174K -$107K -2,665 -38%
NSIM
1425
North Star Investment Management
Illinois
$163K – – –
55 56
57
58 59