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Oracle
ORCL

Overview Fund Activity

1,524 hedge funds and large institutions have $92.2B invested in Oracle in 2016 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 518 increasing their positions, 693 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,524
Holders Change
+43
Holders Change %
+2.9%
% of All Funds
38.16%
Holding in Top 10
68
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.45%
% of All Funds
1.7%
New
138
Increased
518
Reduced
693
Closed
70
Calls
$822M
Puts
$1.11B
Net Calls
-$290M
Net Calls Change
-$57.2M

Top Buyers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$264M
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$377M
3
Asset Management One
3
Asset Management One
Japan
$206M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$232M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.08B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$5.87B
2
MTB
2
Mizuho Trust & Banking
Japan
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.2B
4
TCIM
4
TIAA CREF Investment Management
New York
$707M
5
EIP
5
Epoch Investment Partners
New York
$258M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
1401
D'Orazio & Associates
Virginia
$141K +$77 +2 +0.1%
VNA
1402
Valley National Advisers
Pennsylvania
$141K +$154 +4 +0.1%
FBT
1403
First Bank & Trust
South Dakota
$141K +$141K +3,690 New
WG
1404
Welch Group
Alabama
$138K -$85.1K -2,206 -38%
PO
1405
Private Ocean
California
$138K – – –
IF
1406
Ironwood Financial
Arizona
$138K – – –
KKAMG
1407
Kernodle & Katon Asset Management Group
Arkansas
$134K -$28K -730 -17%
RAM
1408
Riggs Asset Management
Pennsylvania
$134K – – –
TDC
1409
Thompson Davis & Co
Virginia
$132K – – –
IR
1410
Invictus RG
Bermuda
$129K +$110K +2,850 +569%
PCP
1411
Proficio Capital Partners
Massachusetts
$126K +$5.14K +134 +4%
AA
1412
Apriem Advisors
California
$120K +$49K +1,277 +69%
SFG
1413
SevenBridge Financial Group
Pennsylvania
$119K – – –
MA
1414
MCF Advisors
Kentucky
$115K -$63.4K -1,647 -36%
WA
1415
WFG Advisors
Texas
$115K -$8.78K -229 -7%
FI
1416
FCM Investments
Texas
$115K – – –
CM
1417
Castleark Management
Illinois
$115K – – –
MBT
1418
Monroe Bank & Trust
Michigan
$111K +$111K +2,885 New
NEAM
1419
New England Asset Management
Connecticut
$107K – – –
DSN
1420
D. Scott Neal
Kentucky
$103K +$47.1K +1,224 +84%
WAS
1421
WESPAC Advisors SoCal
California
$102K -$9.61K -250 -9%
HCM
1422
Herndon Capital Management
Georgia
$100K +$14.7K +383 +17%
CCM
1423
Cribstone Capital Management
Maine
$99K – – –
BWA
1424
Burt Wealth Advisors
Maryland
$98K +$15.4K +400 +19%
RBC
1425
Roble Belko & Company
Pennsylvania
$97K +$19.1K +498 +25%
55 56
57
58 59