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Oracle
ORCL

Overview Fund Activity

1,514 hedge funds and large institutions have $110B invested in Oracle in 2014 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 518 increasing their positions, 701 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+38
Holders Change %
+2.57%
% of All Funds
43.54%
Holding in Top 10
129
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-22.75%
% of All Funds
3.71%
New
100
Increased
518
Reduced
701
Closed
53
Calls
$607M
Puts
$744M
Net Calls
-$137M
Net Calls Change
-$300M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$2.75B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.5B
3
O
3
OppenheimerFunds
New York
$292M
4
AAM
4
Aberdeen Asset Management
United Kingdom
$1.23B
5
RL
5
Ruffer LLP
United Kingdom
$240M

Top Sellers

1
JHIU
1
Janus Henderson Investors US
Colorado
$201M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$926M
3
MAM
3
Magellan Asset Management
Australia
$750M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.83B
5
BA
5
BlackRock Advisors
Delaware
$392M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
1426
QCI Asset Management
New York
$192K – – –
EAMA
1427
EFG Asset Management (Americas)
Florida
$191K +$83.9K +2,069 +78%
OAM
1428
Orinda Asset Management
California
$188K -$33.4K -824 -15%
CCA
1429
Catalyst Capital Advisors
New York
$187K +$117K +2,896 +169%
NES
1430
New England Securities
New York
$177K -$15.3K -378 -8%
PMFA
1431
Plante Moran Financial Advisors
Michigan
$177K +$65.6K +1,622 +59%
BBPWM
1432
Blue Bell Private Wealth Management
Pennsylvania
$167K – – –
S
1433
SignatureFD
Georgia
$166K +$26.7K +659 +19%
CAL
1434
Capital Analysts LLC
Pennsylvania
$163K -$68.8K -1,698 -30%
LOCB
1435
Lombard Odier & Cie (Bahamas)
Bahamas
$162K – – –
ZTNA
1436
Zions Trust National Association
Utah
$157K -$9.94K -246 -6%
IRS
1437
Invictus RG (Singapore)
Singapore
$157K +$111K +2,729 +239%
GSC
1438
Ground Swell Capital
South Carolina
$157K +$157K +3,876 New
CCS
1439
Crosspoint Capital Strategies
California
$152K +$38.4K +950 +34%
FBT
1440
Founders Bank & Trust
Michigan
$142K +$48.4K +1,192 +52%
LFR
1441
Lehman Financial Resources
Pennsylvania
$136K +$8.12K +200 +6%
NCMG
1442
NCM Capital Management Group
North Carolina
$132K -$128K -3,140 -49%
LWA
1443
Lenox Wealth Advisors
New York
$130K +$14.3K +353 +12%
RIA
1444
Regal Investment Advisors
Michigan
$129K +$15.6K +383 +14%
FAM
1445
Formidable Asset Management
Ohio
$119K – – –
MA
1446
MCF Advisors
Kentucky
$119K – – –
LWM
1447
LBA Wealth Management
Florida
$118K -$1.62K -40 -1%
IUAM
1448
Itau USA Asset Management
New York
$115K – – –
WA
1449
Waverly Advisors
Alabama
$113K -$30.5K -754 -21%
WA
1450
WealthTrust-Arizona
Arizona
$113K +$889 +22 +0.8%
56 57
58
59 60