ORCL icon

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 %
SGC
1451
South Georgia Capital
Illinois
$164K – – –
AIC
1452
Ayalon Insurance Company
Israel
$164K +$164K +3,800 New
DOA
1453
D'Orazio & Associates
Virginia
$163K +$77.9K +1,801 +91%
IF
1454
Ironwood Financial
Arizona
$155K -$647 -15 -0.4%
SEIA
1455
Signature Estate & Investment Advisors
California
$155K +$155K +3,594 New
KA
1456
Klingman & Associates
New York
$148K – – –
LWM
1457
Lenox Wealth Management
Ohio
$147K – – –
FAM
1458
Formidable Asset Management
Ohio
$147K +$6.54K +150 +5%
LFR
1459
Lehman Financial Resources
Pennsylvania
$145K – – –
CYG
1460
Clean Yield Group
Vermont
$144K +$144K +3,344 New
PIA
1461
Piedmont Investment Advisors
North Carolina
$143K -$7.31M -169,508 -98%
NCMG
1462
NCM Capital Management Group
North Carolina
$140K – – –
TRCT
1463
Tower Research Capital (TRC)
New York
$132K -$99.1K -2,290 -43%
EFSCE
1464
Enterprise Financial Services Corp (EFSC)
Missouri
$127K +$3.04K +70 +2%
AA
1465
Apriem Advisors
California
$127K +$13.2K +304 +12%
MA
1466
MCF Advisors
Kentucky
$125K +$43 +1 +0%
PFO
1467
Pathstone Family Office
New Jersey
$124K +$23.3K +542 +23%
QAM
1468
QCI Asset Management
New York
$122K -$68.9K -1,591 -36%
LWA
1469
Lenox Wealth Advisors
New York
$122K – – –
NEAM
1470
New England Asset Management
Connecticut
$120K +$120K +2,770 New
GI
1471
Gradient Investments
Minnesota
$115K +$55.2K +1,282 +92%
CFA
1472
Camarda Financial Advisors
Florida
$113K +$8.77K +204 +8%
FWM
1473
Focused Wealth Management
New York
$109K +$43 +1 +0%
FI
1474
FCM Investments
Texas
$108K – – –
HCM
1475
Horrell Capital Management
Arkansas
$107K – – –
57 58
59
60 61