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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 %
NC
1501
NewSquare Capital
Pennsylvania
$54K – – –
FMP
1502
Financial Management Professionals
Texas
$54K – – –
SFWA
1503
Summit Financial Wealth Advisors
Louisiana
$53K – – –
AWM
1504
AllSquare Wealth Management
New York
$52K – – –
AIM
1505
Advantage Investment Management
Iowa
$50K -$79K -1,846 -61%
CPIG
1506
Chicago Partners Investment Group
Illinois
$49K -$12.3K -271 -20%
CFG
1507
CKW Financial Group
Hawaii
$49K – – –
FCCM
1508
First City Capital Management
Georgia
$46.3K – – –
TFO
1509
Tarbox Family Office
California
$46K +$1.46K +34 +3%
FA
1510
Financial Advantage
Maryland
$46K +$46K +1,060 New
ARMC
1511
American Research & Management Company
Massachusetts
$42K – – –
AWM
1512
Avior Wealth Management
Nebraska
$42K +$16.2K +375 +63%
WP
1513
WealthPLAN Partners
Nebraska
$42K +$42K +987 New
TDC
1514
Thompson Davis & Co
Virginia
$40K +$15.7K +366 +65%
SSG
1515
Summit Securities Group
New York
$40K +$39.3K +922 +5,763%
FM
1516
Forward Management
California
$39K +$39K +892 New
WCM
1517
Wealthcare Capital Management
Virginia
$38K +$3.12K +72 +9%
SEC
1518
Seven Eight Capital
New York
$34K -$545K -12,500 -94%
EMA
1519
Efficient Market Advisors
California
$34K – – –
RA
1520
Rational Advisors
New York
$30K -$20K -460 -40%
MCA
1521
Mercer Capital Advisers
New Jersey
$30K – – –
MCM
1522
MV Capital Management
Maryland
$26K -$3.08K -71 -11%
BKA
1523
Brick & Kyle Associates
Pennsylvania
$26K – – –
CFN
1524
Cordasco Financial Network
Florida
$26K +$8.67K +200 +50%
CP
1525
Corbenic Partners
Pennsylvania
$24K – – –
59 60
61
62 63