ORCL icon

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 %
WCAMG
1501
Woodard & Company Asset Management Group
North Carolina
$269K +$269K +5,698 New
WPC
1502
White Pine Capital
Minnesota
$263K – – –
IWM
1503
IHT Wealth Management
Illinois
$263K +$155K +3,164 +144%
BB
1504
Bell Bank
North Dakota
$262K -$10.2K -216 -4%
PWMAG
1505
Pinnacle Wealth Management Advisory Group
New Jersey
$262K – – –
TWA
1506
TCI Wealth Advisors
Arizona
$261K +$4.72K +100 +2%
OIWM
1507
OptiFour Integrated Wealth Management
Virginia
$261K +$261K +5,515 New
AAM
1508
Advisors Asset Management
Colorado
$260K -$5.9K -125 -2%
HWA
1509
Heritage Wealth Advisors
Virginia
$260K +$10.3K +217 +4%
PP
1510
PDS Planning
Ohio
$259K +$259K +5,477 New
PP
1511
Patten & Patten
Tennessee
$258K -$3.5K -74 -1%
AW
1512
Alpha Windward
Massachusetts
$258K -$1.61K -34 -0.6%
EHC
1513
Everett Harris & Co
California
$256K – – –
B
1514
Brightworth
Georgia
$255K +$54.3K +1,150 +27%
GEA
1515
Glen Eagle Advisors
New Jersey
$255K – – –
BPB
1516
Badgley, Phelps & Bell
Washington
$252K +$24.5K +520 +11%
HPC
1517
Hobart Private Capital
North Carolina
$252K +$252K +5,326 New
MC
1518
Miles Capital
Iowa
$251K -$25.4K -537 -9%
CM
1519
Capital Management
Virginia
$251K – – –
CFSG
1520
Community Financial Services Group
Vermont
$251K – – –
STMM
1521
South Texas Money Management
Texas
$251K +$20K +422 +9%
FNB
1522
Farmers National Bank
Kentucky
$250K +$30.3K +640 +14%
WTFG
1523
Wells Trecaso Financial Group
Ohio
$250K +$250K +5,287 New
GCA
1524
Gideon Capital Advisors
New York
$250K +$250K +5,291 New
BIAS
1525
Beacon Investment Advisory Services
New Jersey
$249K -$170K -3,586 -41%
59 60
61
62 63