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Oracle
ORCL

Overview Fund Activity

1,462 hedge funds and large institutions have $103B invested in Oracle in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 486 increasing their positions, 656 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+106
Holders Change %
+7.82%
% of All Funds
42.46%
Holding in Top 10
153
Holding in Top 10 Change
+42
Holding in Top 10 Change %
+37.84%
% of All Funds
4.44%
New
180
Increased
486
Reduced
656
Closed
58
Calls
$1.19B
Puts
$876M
Net Calls
+$318M
Net Calls Change
+$78.5M

Top Buyers

1
IC
Institutional Capital
Illinois
$582M
2
VAM
Veritas Asset Management
United Kingdom
$234M
3
Capital Research Global Investors
Capital Research Global Investors
California
$5.87B
4
First Eagle Investment Management
First Eagle Investment Management
New York
$1.23B
5
NIMC
NWQ Investment Management Company
California
$249M

Top Sellers

1
Primecap Management
Primecap Management
California
$472M
2
Fisher Asset Management
Fisher Asset Management
Washington
$414M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.83B
4
Capital World Investors
Capital World Investors
California
$54.5M
5
EVM
Eaton Vance Management
Massachusetts
$286M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCBA
1426
Weaver C. Barksdale & Associates
Tennessee
$38K – – –
ST
1427
SpiderRock Trading
Illinois
$38K -$3K – –
ARMC
1428
American Research & Management Company
Massachusetts
$38K – – –
HF
1429
Hoxton Financial
West Virginia
$38K +$11.3K +293 +42%
GXMC
1430
Global X Management Company
New York
$36K – – –
WCM
1431
Windsor Capital Management
Arizona
$35K +$5.64K +148 +19%
CG
1432
Colony Group
Massachusetts
$34K +$34K +892 New
GGPS
1433
Gary Goldberg Planning Services
New York
$31K -$74.4K -1,920 -71%
FMB
1434
Field & Main Bank
Kentucky
$23K +$23K +605 New
WF
1435
WealthTrust Fairport
Ohio
$22K -$17.4K -450 -44%
MUMSS
1436
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K -$39.2K -1,020 -66%
MAM
1437
Meeder Asset Management
Ohio
$19K – – –
PWAG
1438
Polaris Wealth Advisory Group
California
$19K – – –
CFG
1439
CKW Financial Group
Hawaii
$19K +$19K +498 New
MAS
1440
Madden Advisory Services
Florida
$17K – – –
JAM
1441
Jolley Asset Management
North Carolina
$17K – – –
KCPG
1442
Kavar Capital Partners Group
Kansas
$16K +$16K +439 New
PFG
1443
Piershale Financial Group
Illinois
$15K – – –
CPA
1444
Cowen Prime Advisors
New York
$15K – – –
CFN
1445
Cordasco Financial Network
Florida
$15K +$15K +400 New
MIM
1446
Macroview Investment Management
Maryland
$11K – – –
BRIM
1447
Broad Run Investment Management
Virginia
$11K +$11K +276 New
IWC
1448
Integrated Wealth Counsel
California
$11K +$11K +300 New
SA
1449
SRH Advisors
Kansas
$10K +$10K +252 New
MIM
1450
Marco Investment Management
Georgia
$9.13K +$811 +21,201 +10%
56 57
58
59 60