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Oracle
ORCL

Overview Fund Activity

1,483 hedge funds and large institutions have $98.7B invested in Oracle in 2016 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 544 increasing their positions, 673 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,483
Holders Change
-34
Holders Change %
-2.24%
% of All Funds
39.63%
Holding in Top 10
91
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-9.9%
% of All Funds
2.43%
New
64
Increased
544
Reduced
673
Closed
82
Calls
$872M
Puts
$981M
Net Calls
-$108M
Net Calls Change
-$19.5M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$222M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$103M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$93.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$89.1M
5
Renaissance Technologies
Renaissance Technologies
New York
+$74M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$1.3B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$391M
3
EVM
Eaton Vance Management
Massachusetts
-$253M
4
Ameriprise
Ameriprise
Minnesota
-$211M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1401
Advantage Investment Management
Iowa
$89K -$734 -18 -0.8%
LWA
1402
Lenox Wealth Advisors
New York
$88K – – –
BAM
1403
Bruderman Asset Management
New York
$85K – – –
RWG
1404
Regal Wealth Group
California
$85K – – –
JIR
1405
James Investment Research
Ohio
$85K +$2.68K +65 +3%
JCM
1406
Jacobi Capital Management
Pennsylvania
$84K +$84K +2,061 New
PCM
1407
Penserra Capital Management
California
$81K +$21.1K +518 +35%
WI
1408
Wintrust Investments
Illinois
$81K +$81K +6,875 New
TC
1409
Trust Company
Kansas
$79K – – –
BL
1410
Balentine LLC
Georgia
$79K +$41.4K +1,017 +110%
CHP
1411
Cable Hill Partners
Oregon
$78K -$28.2K -683 -27%
CFA
1412
CT Financial Advisors
Pennsylvania
$74.1K -$89K -2,175 -55%
BKA
1413
Brick & Kyle Associates
Pennsylvania
$69K – – –
PFO
1414
Pathstone Family Office
New Jersey
$69K – – –
WA
1415
WFG Advisors
Texas
$69K +$10.2K +250 +17%
KT
1416
Kanaly Trust
Texas
$69K +$21.9K +537 +46%
PG
1417
Patten Group
Tennessee
$67.5K -$16.4K -400 -20%
KF
1418
Krilogy Financial
Missouri
$67K +$12.3K +300 +23%
FMP
1419
Financial Management Professionals
Texas
$67K +$17.7K +441 +36%
AA
1420
AlphaMark Advisors
Kentucky
$66K – – –
YL
1421
YCG LLC
Texas
$65K -$1.89M -46,574 -97%
AOWM
1422
Alpha Omega Wealth Management
Virginia
$65K – – –
RFWA
1423
RPg Family Wealth Advisory
Massachusetts
$63.6K – – –
NYLT
1424
New York Life Trust
New York
$62K +$2.08K +51 +3%
KA
1425
Klingman & Associates
New York
$61K -$39.4K -968 -39%
55 56
57
58 59