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Oracle
ORCL

Overview Fund Activity

1,754 hedge funds and large institutions have $114B invested in Oracle in 2017 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 693 increasing their positions, 625 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
+117
Holders Change %
+7.15%
% of All Funds
39.84%
Holding in Top 10
87
Holding in Top 10 Change
-34
Holding in Top 10 Change %
-28.1%
% of All Funds
1.98%
New
233
Increased
693
Reduced
625
Closed
102
Calls
$838M
Puts
$1.09B
Net Calls
-$254M
Net Calls Change
-$358M

Top Buyers

1
BlackRock
BlackRock
New York
+$599M
2
ClearBridge Investments
ClearBridge Investments
New York
+$446M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$438M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$309M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$255M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$3.26B
2
RL
Ruffer LLP
United Kingdom
-$227M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$225M
4
Franklin Resources
Franklin Resources
California
-$176M
5
Millennium Management
Millennium Management
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAS
1426
Brown Advisory Securities
Maryland
$334K +$12.1K +255 +4%
SAM
1427
SignalPoint Asset Management
Missouri
$332K -$10.6K -225 -3%
UFG
1428
United Fire Group
Iowa
$331K – – –
RG
1429
Rathbones Group
United Kingdom
$328K – – –
CWS
1430
Cypress Wealth Services
California
$325K +$325K +6,884 New
CCA
1431
Catalyst Capital Advisors
New York
$324K +$324K +6,850 New
AF
1432
Advisornet Financial
Minnesota
$324K +$324K +6,854 New
POIA
1433
Pin Oak Investment Advisors
Texas
$322K +$322K +6,804 New
MSFP
1434
Mark Sheptoff Financial Planning
Connecticut
$319K -$12.9K -272 -4%
DAM
1435
Delta Asset Management
Tennessee
$319K -$1.18K -25 -0.4%
BIC
1436
Beach Investment Counsel
Pennsylvania
$317K – – –
GSBTD
1437
Glenview State Bank Trust Department
Illinois
$317K – – –
WSCM
1438
Wellington Shields Capital Management
New York
$317K +$317K +6,695 New
VCWA
1439
Vanguard Capital Wealth Advisors
Colorado
$317K +$317K +6,700 New
NBG
1440
Nancy B. Gardiner
$316K -$62.7K -1,325 -17%
IWA
1441
Intercontinental Wealth Advisors
Texas
$316K – – –
PCM
1442
Penserra Capital Management
California
$314K +$49.3K +1,045 +19%
FPS
1443
Fieldpoint Private Securities
Connecticut
$313K -$52.8K -1,116 -14%
KTC
1444
Kistler-Tiffany Companies
Pennsylvania
$312K +$3.17K +67 +1%
FWCM
1445
Ferguson Wellman Capital Management
Oregon
$311K -$28.4K -600 -8%
AAP
1446
Aristotle Atlantic Partners
Florida
$311K +$311K +6,569 New
NSIM
1447
North Star Investment Management
Illinois
$309K – – –
BI
1448
Ballast Inc
Kentucky
$309K +$309K +6,530 New
DCM
1449
Delpha Capital Management
New York
$309K +$309K +6,533 New
BCM
1450
Becker Capital Management
Oregon
$308K – – –
56 57
58
59 60