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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 %
CWM
1476
Cranbrook Wealth Management
Michigan
$107K – – –
WA
1477
WFG Advisors
Texas
$104K -$210K -4,862 -67%
RIA
1478
Regal Investment Advisors
Michigan
$104K +$73.1K +1,686 +236%
VNA
1479
Valley National Advisers
Pennsylvania
$103K -$40.4K -937 -28%
BAM
1480
Brave Asset Management
New Jersey
$102K – – –
LWM
1481
LBA Wealth Management
Florida
$94K – – –
BWA
1482
Burt Wealth Advisors
Maryland
$93K – – –
RAM
1483
Riggs Asset Management
Pennsylvania
$90K – – –
LOCB
1484
Lombard Odier & Cie (Bahamas)
Bahamas
$86K – – –
ED
1485
Exane Derivatives
France
$84.7K +$84.7K +1,963 New
JG
1486
Jefferies Group
New York
$84K -$8M -185,702 -99%
HDIM
1487
Hanson & Doremus Investment Management
Vermont
$82K +$3.28K +76 +4%
TFA
1488
Transamerica Financial Advisors
Florida
$79K +$26.1K +601 +49%
DBT
1489
Dubuque Bank & Trust
Iowa
$74K -$8.6K -200 -10%
KT
1490
Kanaly Trust
Texas
$71K -$414K -9,617 -85%
VCM
1491
Vigilant Capital Management
Maine
$67K +$17.3K +400 +35%
PR
1492
Payden & Rygel
California
$65K – – –
HI
1493
Hudock Inc
Pennsylvania
$65K +$387 +9 +0.6%
CAM
1494
CMT Asset Management
Illinois
$62K -$29.3K -680 -32%
BWFA
1495
Baltimore-Washington Financial Advisors
Maryland
$62K +$2.84K +66 +5%
RBC
1496
Roble Belko & Company
Pennsylvania
$62K +$62K +1,432 New
CCS
1497
Crosspoint Capital Strategies
California
$61K -$108K -2,509 -64%
TC
1498
Trust Company
Kansas
$61K +$61K +1,420 New
HCM
1499
Highlander Capital Management
New Jersey
$59K – – –
CHP
1500
Cable Hill Partners
Oregon
$55K -$32.1K -751 -37%
58 59
60
61 62