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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 %
EGA
1476
Eagle Global Advisors
Texas
$286K – – –
MLL
1477
Moody Lynn & Lieberson
Massachusetts
$284K – – –
CGA
1478
Crescent Grove Advisors
Illinois
$284K – – –
IWA
1479
IBEX Wealth Advisors
New Jersey
$284K +$8.16K +167 +3%
HFA
1480
High Falls Advisors
New York
$283K -$9.25K -196 -3%
KLI
1481
Kelman-Lazarov Inc
Tennessee
$283K -$1.37K -29 -0.5%
CB
1482
Cadence Bank
Mississippi
$282K +$282K +5,971 New
BC
1483
Burleson & Co
California
$281K +$281K +5,940 New
BST
1484
Bath Savings Trust
Maine
$279K -$19.8K -419 -7%
HIC
1485
Hartline Investment Corp
Illinois
$279K +$13.2K +280 +5%
AIM
1486
Acropolis Investment Management
Missouri
$277K -$7.79K -165 -3%
SGCA
1487
Steel Grove Capital Advisors
Tennessee
$277K +$30.8K +650 +12%
MWM
1488
Modera Wealth Management
New Jersey
$276K -$37.1K -786 -12%
GI
1489
GAMCO Investors
Connecticut
$276K – – –
MFG
1490
Monte Financial Group
Connecticut
$276K +$276K +5,841 New
AWA
1491
ARS Wealth Advisors
Florida
$275K -$14.7K -311 -5%
FIM
1492
Farmhouse Investment Management
California
$273K – – –
SXL
1493
Summit X LLC
Missouri
$273K +$18.2K +387 +7%
ST
1494
Sabal Trust
Florida
$273K +$45.5K +962 +20%
BBA
1495
BLB&B Advisors
Pennsylvania
$272K -$34.4K -728 -11%
WAAG
1496
Wealth Alliance Advisory Group
Kansas
$272K +$272K +5,748 New
KIM
1497
Karpus Investment Management
New York
$272K +$272K +5,758 New
LPT
1498
Legacy Private Trust
Wisconsin
$271K -$182K -3,860 -40%
FCMC
1499
Founders Capital Management (Connecticut)
Connecticut
$271K – – –
DAC
1500
Dividend Assets Capital
South Carolina
$270K +$4.96K +105 +2%
58 59
60
61 62