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Oracle
ORCL

Overview Fund Activity

1,496 hedge funds and large institutions have $101B invested in Oracle in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 551 increasing their positions, 672 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,496
Holders Change
-18
Holders Change %
-1.19%
% of All Funds
43.44%
Holding in Top 10
108
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.28%
% of All Funds
3.14%
New
67
Increased
551
Reduced
672
Closed
70
Calls
$565M
Puts
$723M
Net Calls
-$158M
Net Calls Change
-$20.8M

Top Buyers

1
BBHC
Brown Brothers Harriman & Co
New York
$604M
2
Boston Partners
Boston Partners
Massachusetts
$519M
3
Harris Associates
Harris Associates
Illinois
$2.88B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.05B
5
VVP
Vulcan Value Partners
Alabama
$458M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$1.31B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.22B
3
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
4
BWA
Brave Warrior Advisors
New York
$0
5
WRF
Waddell & Reed Financial
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1426
Prelude Capital Management
New York
$129K -$183K -4,800 -59%
LFR
1427
Lehman Financial Resources
Pennsylvania
$128K – – –
SC
1428
SRB Corp
Massachusetts
$128K +$128K +3,345 New
NCMG
1429
NCM Capital Management Group
North Carolina
$124K – – –
PFO
1430
Pathstone Family Office
New Jersey
$123K +$33.3K +868 +37%
FAM
1431
Formidable Asset Management
Ohio
$121K +$7.2K +185 +6%
MA
1432
MCF Advisors
Kentucky
$119K +$41 +1 +0%
NIM
1433
NuWave Investment Management
New Jersey
$118K +$106K +2,774 +861%
LWA
1434
Lenox Wealth Advisors
New York
$113K -$9.98K -260 -8%
CG
1435
Colony Group
Massachusetts
$112K +$7.92K +207 +8%
WA
1436
WealthTrust-Arizona
Arizona
$111K +$3.83K +100 +4%
AA
1437
Apriem Advisors
California
$111K +$4.42K +115 +4%
CCS
1438
Crosspoint Capital Strategies
California
$108K -$36.5K -950 -25%
IUAM
1439
Itau USA Asset Management
New York
$108K – – –
HCM
1440
Horrell Capital Management
Arkansas
$99K – – –
RIA
1441
Regal Investment Advisors
Michigan
$98K -$23.4K -613 -19%
FWM
1442
Focused Wealth Management
New York
$97K -$3.83K -100 -4%
HI
1443
Hudock Inc
Pennsylvania
$96K +$2.5K +65 +3%
FI
1444
FCM Investments
Texas
$96K +$96K +2,500 New
CAM
1445
CMT Asset Management
Illinois
$95K +$95K +2,470 New
CFA
1446
Camarda Financial Advisors
Florida
$93K – – –
AAM
1447
American Asset Management
Florida
$92K +$92K +2,400 New
BAM
1448
Brave Asset Management
New Jersey
$90K – – –
LWM
1449
LBA Wealth Management
Florida
$87K -$24.1K -632 -22%
RAM
1450
Riggs Asset Management
Pennsylvania
$80K +$80K +2,082 New
56 57
58
59 60