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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 %
JFM
1451
Jackson Financial Management
California
$308K +$308K +6,520 New
KCP
1452
KDI Capital Partners
North Carolina
$307K -$1.07M -22,700 -78%
FNBTCON
1453
First National Bank & Trust Co of Newtown
Pennsylvania
$307K – – –
WKWM
1454
Walter & Keenan Wealth Management
Indiana
$307K +$9.45K +200 +3%
HHGA
1455
Halbert Hargrove Global Advisors
California
$306K -$17.4K -369 -5%
CBN
1456
Cadence Bank NA
Texas
$305K +$2.12K +45 +0.7%
AAP
1457
Arax Advisory Partners
Colorado
$303K -$4.06K -86 -1%
CASB
1458
Cape Ann Savings Bank
Massachusetts
$303K +$303K +6,397 New
AP
1459
Appleton Partners
Massachusetts
$302K +$2.17K +46 +0.7%
WA
1460
Wheatland Advisors
Pennsylvania
$300K +$9.45K +200 +3%
TH
1461
TCTC Holdings
Texas
$299K – – –
PMFA
1462
Plante Moran Financial Advisors
Michigan
$298K – – –
CFMC
1463
Curbstone Financial Management Corp
New Hampshire
$296K -$324K -6,867 -52%
KWM
1464
Kingsview Wealth Management
Oregon
$296K -$2.08K -44 -0.7%
VAM
1465
Verity Asset Management
North Carolina
$294K -$62.4K -1,280 -18%
FAIM
1466
Financial Advocates Investment Management
Washington
$294K +$294K +6,225 New
YMRC
1467
Yorktown Management & Research Company
Virginia
$293K – – –
CCG
1468
Chatham Capital Group
Georgia
$292K -$11.8K -250 -4%
AFA
1469
Aurora Financial Advisors
Massachusetts
$292K +$292K +6,177 New
EWM
1470
Elite Wealth Management
Washington
$292K +$292K +6,179 New
PVWM
1471
Point View Wealth Management
New Jersey
$291K -$10.6K -223 -3%
PAS
1472
Professional Advisory Services
Florida
$290K – – –
REMPR
1473
Roof Eidam Maycock Peralta (REMP)
California
$290K – – –
TA
1474
Trellis Advisors
Washington
$289K +$289K +6,111 New
FPCP
1475
Fort Point Capital Partners
California
$288K -$2.98M -63,048 -91%
57 58
59
60 61