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Oracle
ORCL

Overview Fund Activity

1,699 hedge funds and large institutions have $99.2B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 631 increasing their positions, 752 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
-48
Holders Change %
-2.75%
% of All Funds
38.95%
Holding in Top 10
73
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.78%
% of All Funds
1.67%
New
82
Increased
631
Reduced
752
Closed
110
Calls
$789M
Puts
$1.16B
Net Calls
-$373M
Net Calls Change
-$76.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$370M
2
CSIA
Charles Schwab Investment Advisory
California
+$219M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
AAMU
Amundi Asset Management US
Massachusetts
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$432M
3
TCIM
TIAA CREF Investment Management
New York
-$368M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$364M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
1651
Cordasco Financial Network
Florida
$18K – – –
LA
1652
Legacy Advisors
Pennsylvania
$18K – – –
TA
1653
Townsend & Associates
Colorado
$18K – – –
CPA
1654
Cowen Prime Advisors
New York
$17K – – –
FA
1655
Fortis Advisors
Pennsylvania
$17K – – –
BCP
1656
Blackhawk Capital Partners
Wisconsin
$17K +$10.2K +235 +149%
KCPG
1657
Kavar Capital Partners Group
Kansas
$16K -$7.05K -159 -31%
PS
1658
Portfolio Strategies
New York
$15K – – –
FEG
1659
Financial Enhancement Group
Indiana
$14K -$3.78K -85 -21%
BA
1660
Ballew Advisors
Mississippi
$14K +$44 +1 +0.3%
NCM
1661
New Capital Management
Texas
$13K – – –
AWM
1662
Avondale Wealth Management
Texas
$13K – – –
EIP
1663
Epoch Investment Partners
New York
$12.2K -$977 -22,165 -7%
SA
1664
SRH Advisors
Kansas
$11K – – –
PCIA
1665
Prime Capital Investment Advisors
Kansas
$11K – – –
OWA
1666
One Wealth Advisors
California
$11K +$11K +247 New
Financial Engines Advisors
1667
Financial Engines Advisors
California
$10K -$7.59K -173 -43%
LWS
1668
Lucia Wealth Services
California
$10K -$2.24K -53 -18%
ANBT
1669
American National Bank & Trust
Texas
$10K – – –
CFC
1670
Coyle Financial Counsel
Illinois
$10K +$10K +217 New
QCIG
1671
Quad-Cities Investment Group
Iowa
$10K +$10K +220 New
APSP
1672
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
MUS
1673
Mitsubishi UFJ Securities
Japan
$9K – – –
HWM
1674
Holloway Wealth Management
Florida
$9K -$9K – –
TIM
1675
Tortoise Investment Management
New York
$9K – – –
65 66
67
68 69