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Oracle
ORCL

Overview Fund Activity

1,476 hedge funds and large institutions have $111B invested in Oracle in 2014 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 539 increasing their positions, 676 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,476
Holders Change
+14
Holders Change %
+0.96%
% of All Funds
42.66%
Holding in Top 10
167
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+9.15%
% of All Funds
4.83%
New
97
Increased
539
Reduced
676
Closed
70
Calls
$756M
Puts
$594M
Net Calls
+$163M
Net Calls Change
-$156M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$641M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$383M
3
Boston Partners
Boston Partners
Massachusetts
$223M
4
American Century Companies
American Century Companies
Missouri
$888M
5
EIP
Epoch Investment Partners
New York
$427M

Top Sellers

1
State Street
State Street
Massachusetts
$5.64B
2
Invesco
Invesco
Georgia
$473M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.73B
4
JHIU
Janus Henderson Investors US
Colorado
$590M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.81B
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1426
Brave Asset Management
New Jersey
$97K – – –
PFO
1427
Pathstone Family Office
New Jersey
$96K – – –
FBT
1428
Founders Bank & Trust
Michigan
$94K +$47.9K +1,176 +104%
MUMSS
1429
Mitsubishi UFJ Morgan Stanley Securities
Japan
$89K +$67.7K +1,650 +317%
HDIM
1430
Hanson & Doremus Investment Management
Vermont
$85K -$41.1K -1,002 -33%
DOA
1431
D'Orazio & Associates
Virginia
$80K +$41 +1 +0.1%
AR
1432
Advisory Research
Illinois
$72K +$72K +1,772 New
DBT
1433
Dubuque Bank & Trust
Iowa
$70K – – –
CCA
1434
Catalyst Capital Advisors
New York
$70K +$70K +1,717 New
HCM
1435
Highlander Capital Management
New Jersey
$63.7K – – –
PR
1436
Payden & Rygel
California
$61K – – –
CG
1437
Colony Group
Massachusetts
$56K +$19.2K +465 +52%
NC
1438
NewSquare Capital
Pennsylvania
$52K – – –
AC
1439
Alexandria Capital
Virginia
$50K -$2.39K -58 -5%
IRS
1440
Invictus RG (Singapore)
Singapore
$47K -$828K -20,076 -95%
FAM
1441
Fred Alger Management
New York
$45K +$1.38K +34 +3%
CCM
1442
Carderock Capital Management
Maryland
$45K +$45K +1,100 New
TFO
1443
Tarbox Family Office
California
$44K -$19.7K -488 -31%
FCCM
1444
First City Capital Management
Georgia
$43.9K +$43.9K +1,073 New
BWFA
1445
Baltimore-Washington Financial Advisors
Maryland
$43K -$1.99K -48 -4%
GI
1446
Gradient Investments
Minnesota
$42K -$19.7K -485 -32%
FMP
1447
Financial Management Professionals
Texas
$42K – – –
ARMC
1448
American Research & Management Company
Massachusetts
$40K – – –
VCM
1449
Vigilant Capital Management
Maine
$39K -$43.1K -1,050 -53%
CFG
1450
CKW Financial Group
Hawaii
$37K +$16.8K +414 +83%
56 57
58
59 60