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Oracle
ORCL

Overview Fund Activity

1,699 hedge funds and large institutions have $99.2B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 631 increasing their positions, 752 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
-48
Holders Change %
-2.75%
% of All Funds
38.95%
Holding in Top 10
73
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.78%
% of All Funds
1.67%
New
82
Increased
631
Reduced
752
Closed
110
Calls
$789M
Puts
$1.16B
Net Calls
-$373M
Net Calls Change
-$76.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$370M
2
CSIA
Charles Schwab Investment Advisory
California
+$219M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
AAMU
Amundi Asset Management US
Massachusetts
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$432M
3
TCIM
TIAA CREF Investment Management
New York
-$368M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$364M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
BI
1401
Ballast Inc
Kentucky
$295K +$7.06K +160 +2%
FHB
1402
First Hawaiian Bank
Hawaii
$294K -$61.1K -1,388 -17%
TWM
1403
Titus Wealth Management
California
$291K – – –
IWA
1404
Intercontinental Wealth Advisors
Texas
$291K – – –
GCA
1405
Gideon Capital Advisors
New York
$291K +$291K +6,602 New
MMA
1406
Miracle Mile Advisors
California
$290K +$5.85K +133 +2%
MWM
1407
Modera Wealth Management
New Jersey
$290K +$31K +702 +12%
EDRH
1408
Edmond de Rothschild Holding
Switzerland
$290K +$203K +4,612 +234%
AF
1409
Affiance Financial
Minnesota
$288K -$13.2K -300 -4%
FPCP
1410
Fort Point Capital Partners
California
$284K -$226K -5,140 -44%
LFA
1411
Legacy Financial Advisors
Kentucky
$284K -$54.1K -1,113 -16%
WI
1412
Wintrust Investments
Illinois
$281K -$3.27K -74 -1%
WA
1413
Wheatland Advisors
Pennsylvania
$280K – – –
NBG
1414
Nancy B. Gardiner
$279K – – –
MFG
1415
Monte Financial Group
Connecticut
$278K +$7.23K +164 +3%
MGIA
1416
Moneta Group Investment Advisors
Missouri
$277K -$343K -7,795 -55%
TWA
1417
TCI Wealth Advisors
Arizona
$277K +$39.2K +890 +16%
CWS
1418
Cypress Wealth Services
California
$276K +$5.55K +126 +2%
CC
1419
Cannell & Co
New York
$275K -$163K -3,700 -37%
MCP
1420
Mirador Capital Partners
California
$275K -$101K -2,280 -27%
SXL
1421
Summit X LLC
Missouri
$275K -$5.57K -126 -2%
JWM
1422
JGP Wealth Management
Oregon
$275K +$275K +6,250 New
KIM
1423
Karpus Investment Management
New York
$274K – – –
PAS
1424
Park Avenue Securities
New York
$274K +$274K +6,099 New
CSM
1425
CAMG Solamere Management
North Carolina
$273K -$163K -3,681 -37%
55 56
57
58 59