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Oracle
ORCL

Overview Fund Activity

1,579 hedge funds and large institutions have $118B invested in Oracle in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 522 increasing their positions, 701 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,579
Holders Change
+83
Holders Change %
+5.55%
% of All Funds
42.14%
Holding in Top 10
168
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+55.56%
% of All Funds
4.48%
New
175
Increased
522
Reduced
701
Closed
73
Calls
$905M
Puts
$840M
Net Calls
+$64.7M
Net Calls Change
+$223M

Top Buyers

1
YAM
Yacktman Asset Management
Texas
$1.71B
2
State Street
State Street
Massachusetts
$6.37B
3
EVM
Eaton Vance Management
Massachusetts
$515M
4
Vanguard Group
Vanguard Group
Pennsylvania
$8B
5
SSM
Sound Shore Management
Connecticut
$190M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$2.5B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.28B
3
Deutsche Bank
Deutsche Bank
Germany
$703M
4
Bank of America
Bank of America
North Carolina
$508M
5
American Century Companies
American Century Companies
Missouri
$669M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
1501
Pathstone Family Office
New Jersey
$106K -$39.3K -868 -27%
BAM
1502
Brave Asset Management
New Jersey
$106K – – –
LWM
1503
LBA Wealth Management
Florida
$98K -$4.5K -100 -4%
BWA
1504
Burt Wealth Advisors
Maryland
$97K +$97K +2,151 New
CAM
1505
CMT Asset Management
Illinois
$95K -$15.7K -350 -14%
RAM
1506
Riggs Asset Management
Pennsylvania
$94K – – –
CHP
1507
Cable Hill Partners
Oregon
$91K +$91K +2,039 New
LOCB
1508
Lombard Odier & Cie (Bahamas)
Bahamas
$90K – – –
DOA
1509
D'Orazio & Associates
Virginia
$89K +$90 +2 +0.1%
DBT
1510
Dubuque Bank & Trust
Iowa
$86K – – –
LS
1511
Lupo Securities
Illinois
$83.4K +$83.4K +1,854 New
HDIM
1512
Hanson & Doremus Investment Management
Vermont
$82K – – –
HI
1513
Hudock Inc
Pennsylvania
$68K -$45.1K -997 -40%
PR
1514
Payden & Rygel
California
$67K – – –
GI
1515
Gradient Investments
Minnesota
$63K +$16.1K +356 +34%
BWFA
1516
Baltimore-Washington Financial Advisors
Maryland
$62K -$587 -13 -0.9%
HCM
1517
Highlander Capital Management
New Jersey
$61K – – –
CPIG
1518
Chicago Partners Investment Group
Illinois
$61K +$61K +1,353 New
NC
1519
NewSquare Capital
Pennsylvania
$57K – – –
FMP
1520
Financial Management Professionals
Texas
$56K +$9.62K +213 +21%
TFA
1521
Transamerica Financial Advisors
Florida
$55K -$15.2K -336 -22%
SFWA
1522
Summit Financial Wealth Advisors
Louisiana
$54K +$54K +1,200 New
AWM
1523
AllSquare Wealth Management
New York
$54K +$54K +1,200 New
VCM
1524
Vigilant Capital Management
Maine
$52K +$9.04K +200 +21%
RA
1525
Rational Advisors
New York
$52K +$52K +1,150 New
59 60
61
62 63