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Oracle
ORCL

Overview Fund Activity

1,533 hedge funds and large institutions have $103B invested in Oracle in 2015 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 593 increasing their positions, 656 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,533
Holders Change
-26
Holders Change %
-1.67%
% of All Funds
41.34%
Holding in Top 10
103
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-23.13%
% of All Funds
2.78%
New
71
Increased
593
Reduced
656
Closed
81
Calls
$851M
Puts
$976M
Net Calls
-$125M
Net Calls Change
-$272M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$5.97B
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$648M
3
IFP
3
Independent Franchise Partners
United Kingdom
$482M
4
BA
4
BlackRock Advisors
Delaware
$600M
5
EVM
5
Eaton Vance Management
Massachusetts
$540M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$832M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$76.2M
3
State Street
3
State Street
Massachusetts
$5B
4
YAM
4
Yacktman Asset Management
Texas
$1.21B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
1501
Ruggie Capital Group
Florida
$22K +$17.5K +435 +392%
CGH
1502
Cleary Gull Holdings
Wisconsin
$22K +$22K +540 New
CCMW
1503
Cypress Capital Management (Wyoming)
Wyoming
$20.2K – – –
DA
1504
Dunvegan Associates
California
$20K – – –
GXMC
1505
Global X Management Company
New York
$19K +$3.17K +80 +20%
FCT
1506
Family Capital Trust
Massachusetts
$16K -$197K -4,930 -92%
AWM
1507
Avior Wealth Management
Nebraska
$16K -$25.6K -600 -62%
CPA
1508
Cowen Prime Advisors
New York
$16K – – –
KCPG
1509
Kavar Capital Partners Group
Kansas
$15K +$15K +387 New
JAM
1510
Jolley Asset Management
North Carolina
$14K – – –
GWA
1511
Genesis Wealth Advisors
Massachusetts
$14K +$1.86K +46 +15%
FNBOO
1512
First National Bank of Omaha
Nebraska
$13.5K – – –
KCM
1513
Karp Capital Management
California
$13K +$13K +318 New
HF
1514
Hoxton Financial
West Virginia
$12K – – –
FMB
1515
Field & Main Bank
Kentucky
$12K – – –
SA
1516
SRH Advisors
Kansas
$10K – – –
BCMIO
1517
Beacon Capital Management Inc (Ohio)
Ohio
$10K – – –
HIM
1518
Hillsdale Investment Management
Ontario, Canada
$10K – – –
IP
1519
Isthmus Partners
Wisconsin
$9K – – –
PSC
1520
Prentiss Smith & Co
Vermont
$9K – – –
RPG
1521
Risk Paradigm Group
Texas
$8.38K +$4.19K +104 +100%
SHJ
1522
Sharkey, Howes & Javer
Colorado
$8K – – –
CWM
1523
Catamount Wealth Management
Connecticut
$8K – – –
AFIA
1524
America First Investment Advisors
Nebraska
$8K – – –
UB
1525
UMB Bank
Missouri
$7.58K -$272 -6,737 -3%
59 60
61
62 63