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Oracle
ORCL

Overview Fund Activity

1,533 hedge funds and large institutions have $103B invested in Oracle in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 593 increasing their positions, 656 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,533
Holders Change
-26
Holders Change %
-1.67%
% of All Funds
41.34%
Holding in Top 10
103
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-23.13%
% of All Funds
2.78%
New
71
Increased
593
Reduced
656
Closed
81
Calls
$851M
Puts
$976M
Net Calls
-$125M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$5.97B
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$648M
3
IFP
3
Independent Franchise Partners
United Kingdom
$482M
4
BA
4
BlackRock Advisors
Delaware
$600M
5
EVM
5
Eaton Vance Management
Massachusetts
$540M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$832M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$76.2M
3
State Street
3
State Street
Massachusetts
$5B
4
YAM
4
Yacktman Asset Management
Texas
$1.21B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWP
1426
MYCIO Wealth Partners
Pennsylvania
$161K +$2.17K +54 +1%
CFA
1427
CT Financial Advisors
Pennsylvania
$161K – – –
Fiera Capital (Canada)
1428
Fiera Capital (Canada)
Quebec, Canada
$160K +$19.6K +487,056 +14%
AIC
1429
Ayalon Insurance Company
Israel
$153K – – –
SGC
1430
South Georgia Capital
Illinois
$153K – – –
TC
1431
Trust Company
Kansas
$152K +$94.7K +2,350 +165%
DOA
1432
D'Orazio & Associates
Virginia
$147K -$4.96K -123 -3%
IF
1433
Ironwood Financial
Arizona
$145K – – –
AA
1434
Apriem Advisors
California
$143K +$24.4K +605 +21%
VNA
1435
Valley National Advisers
Pennsylvania
$139K +$42.5K +1,054 +44%
KA
1436
Klingman & Associates
New York
$138K – – –
FWM
1437
Focused Wealth Management
New York
$138K +$36.2K +901 +36%
FAM
1438
Formidable Asset Management
Ohio
$136K – – –
LFR
1439
Lehman Financial Resources
Pennsylvania
$135K – – –
MA
1440
MCF Advisors
Kentucky
$132K +$15.1K +375 +13%
NCMG
1441
NCM Capital Management Group
North Carolina
$131K – – –
TRCT
1442
Tower Research Capital (TRC)
New York
$127K +$4.11K +102 +3%
HA
1443
Harfst & Associates
Wyoming
$123K +$123K +3,059 New
PG
1444
Patten Group
Tennessee
$123K +$123K +3,050 New
QAM
1445
QCI Asset Management
New York
$120K +$6.37K +158 +6%
DBT
1446
Dubuque Bank & Trust
Iowa
$120K +$50.5K +1,250 +73%
PFO
1447
Pathstone Family Office
New Jersey
$116K – – –
RAM
1448
Riggs Asset Management
Pennsylvania
$116K +$32.2K +800 +38%
TWMP
1449
Taylor Wealth Management Partners
Massachusetts
$114K -$40.4K -1,000 -26%
LWA
1450
Lenox Wealth Advisors
New York
$114K – – –
56 57
58
59 60