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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 %
NEAM
1451
New England Asset Management
Connecticut
$112K – – –
JIR
1452
James Investment Research
Ohio
$101K -$60.6K -1,500 -38%
FI
1453
FCM Investments
Texas
$101K – – –
CWM
1454
Cranbrook Wealth Management
Michigan
$100K – – –
EFSCE
1455
Enterprise Financial Services Corp (EFSC)
Missouri
$98K -$19.8K -493 -17%
WA
1456
WFG Advisors
Texas
$97K -$161 -4 -0.2%
BAM
1457
Brave Asset Management
New Jersey
$95K – – –
RIA
1458
Regal Investment Advisors
Michigan
$92K -$4K -100 -4%
CFA
1459
Camarda Financial Advisors
Florida
$90K -$16.2K -400 -15%
LWM
1460
LBA Wealth Management
Florida
$88K – – –
BWA
1461
Burt Wealth Advisors
Maryland
$87K – – –
GI
1462
Gradient Investments
Minnesota
$86K -$21.7K -539 -20%
LOCB
1463
Lombard Odier & Cie (Bahamas)
Bahamas
$81K – – –
HDIM
1464
Hanson & Doremus Investment Management
Vermont
$77K – – –
VCM
1465
Vigilant Capital Management
Maine
$68K +$5.63K +140 +9%
TFA
1466
Transamerica Financial Advisors
Florida
$66K -$8.26K -202 -11%
HI
1467
Hudock Inc
Pennsylvania
$61K +$161 +4 +0.3%
PR
1468
Payden & Rygel
California
$60K – – –
NC
1469
NewSquare Capital
Pennsylvania
$59K +$8.08K +200 +16%
RBC
1470
Roble Belko & Company
Pennsylvania
$58K – – –
AIM
1471
Advantage Investment Management
Iowa
$57K +$10.3K +257 +22%
EDRS
1472
Edmond de Rothschild (Suisse)
Switzerland
$56K +$56K +1,400 New
HCM
1473
Highlander Capital Management
New Jersey
$55K – – –
KT
1474
Kanaly Trust
Texas
$53K -$14.1K -346 -21%
WP
1475
WealthPLAN Partners
Nebraska
$51K +$11.6K +289 +29%
57 58
59
60 61