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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 %
KA
1626
Kaizen Advisory
Illinois
$138K +$138K +2,910 New
FMB
1627
Field & Main Bank
Kentucky
$135K +$135K +2,849 New
NEAM
1628
New England Asset Management
Connecticut
$131K – – –
OFS
1629
Orrstown Financial Services
Pennsylvania
$128K -$1.9K -40 -1%
CCM
1630
Cribstone Capital Management
Maine
$127K +$520 +11 +0.4%
C
1631
Cerebellum
California
$126K +$126K +2,655 New
VCM
1632
Versant Capital Management
Arizona
$120K +$6.49K +138 +6%
LFA
1633
Legacy Financial Advisors
Kentucky
$114K +$114K +2,416 New
CWM
1634
Cranbrook Wealth Management
Michigan
$113K – – –
RBC
1635
Roble Belko & Company
Pennsylvania
$110K – – –
TFO
1636
Tarbox Family Office
California
$110K +$45.7K +965 +71%
HFP
1637
Holistic Financial Partners
Indiana
$108K +$108K +2,277 New
MRCM
1638
M&R Capital Management
New Jersey
$107K +$32K +679 +43%
CFA
1639
Camarda Financial Advisors
Florida
$105K -$1.19K -25 -1%
MBT
1640
Monroe Bank & Trust
Michigan
$105K +$105K +2,210 New
WAS
1641
WESPAC Advisors SoCal
California
$104K +$5.62K +120 +6%
WPA
1642
West Paces Advisors
Georgia
$101K -$21K -445 -17%
FPB
1643
First PREMIER Bank
South Dakota
$100K -$42.2K -890 -30%
KF
1644
Krilogy Financial
Missouri
$99K +$17.5K +369 +21%
GFP
1645
Gryphon Financial Partners
Ohio
$99K +$99K +2,100 New
CHP
1646
Cable Hill Partners
Oregon
$98K -$11K -228 -10%
FGC
1647
Financial Gravity Companies
Texas
$97K +$97K +1,879 New
RWG
1648
Regal Wealth Group
California
$96K – – –
NCM
1649
Northstar Capital Management
New York
$95K +$95K +2,000 New
CA
1650
Centerpoint Advisors
Massachusetts
$95K +$95K +2,000 New
64 65
66
67 68