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Oracle
ORCL

Overview Fund Activity

1,559 hedge funds and large institutions have $112B invested in Oracle in 2015 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 616 increasing their positions, 653 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
-20
Holders Change %
-1.27%
% of All Funds
41.58%
Holding in Top 10
134
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-20.24%
% of All Funds
3.57%
New
85
Increased
616
Reduced
653
Closed
87
Calls
$770M
Puts
$622M
Net Calls
+$148M
Net Calls Change
+$82.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$447M
2
IFP
Independent Franchise Partners
United Kingdom
+$331M
3
JHIU
Janus Henderson Investors US
Colorado
+$225M
4
Bank of America
Bank of America
North Carolina
+$221M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$199M

Top Sellers

1
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$510M
2
State Street
State Street
Massachusetts
-$485M
3
MAM
Magellan Asset Management
Australia
-$411M
4
SA
SQ Advisors
Florida
-$208M
5
RL
Ruffer LLP
United Kingdom
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
1426
Ardsley Advisory Partners
Connecticut
$216K +$216K +5,000 New
CCA
1427
Covey Capital Advisors
Georgia
$216K +$216K +5,000 New
TT
1428
Tiedemann Trust
Delaware
$214K -$3.03K -70 -1%
MCM
1429
Monarch Capital Management
Indiana
$213K – – –
LG
1430
Laidlaw Group
New York
$212K – – –
HAI
1431
Hennessy Advisors Inc
California
$211K -$2.51M -58,275 -92%
TC
1432
Telemus Capital
Michigan
$209K -$237K -5,512 -53%
TH
1433
TCTC Holdings
Texas
$209K +$209K +4,849 New
SCA
1434
STALEY CAPITAL ADVISERS
Pennsylvania
$208K +$208K +4,810 New
CAL
1435
Capital Advisors Ltd
Ohio
$207K – – –
S
1436
SignatureFD
Georgia
$206K +$12.1K +280 +6%
RT
1437
Rockland Trust
Massachusetts
$204K – – –
CL
1438
Choreo LLC
Illinois
$202K -$30.9K -714 -13%
1IA
1439
1834 Investment Advisors
Wisconsin
$201K +$201K +4,663 New
WA
1440
WealthTrust-Arizona
Arizona
$195K +$74K +1,713 +61%
BBPWM
1441
Blue Bell Private Wealth Management
Pennsylvania
$194K – – –
AC
1442
Alexandria Capital
Virginia
$192K +$175K +4,047 +1,012%
SFFS
1443
Stonehage Fleming Financial Services
Jersey
$190K – – –
NSIM
1444
North Star Investment Management
Illinois
$175K – – –
JIR
1445
James Investment Research
Ohio
$173K +$124K +2,870 +254%
CFA
1446
CT Financial Advisors
Pennsylvania
$172K – – –
MWP
1447
MYCIO Wealth Partners
Pennsylvania
$170K +$172 +4 +0.1%
IRS
1448
Invictus RG (Singapore)
Singapore
$167K +$7.49K +174 +5%
AIM
1449
Assured Investment Management
New York
$167K +$167K +3,867 New
TWMP
1450
Taylor Wealth Management Partners
Massachusetts
$165K +$165K +3,825 New
56 57
58
59 60