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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 %
EARNEST Partners
1676
EARNEST Partners
Georgia
$67K +$67K +1,416 New
HIIFS
1677
Harel Insurance Investments & Financial Services
Israel
$66K -$504K -10,700 -88%
WAM
1678
Watermark Asset Management
California
$63K – – –
ARMC
1679
American Research & Management Company
Massachusetts
$62K – – –
AWM
1680
AllSquare Wealth Management
New York
$61K – – –
1IA
1681
1834 Investment Advisors
Wisconsin
$61K +$61K +1,300 New
SBL
1682
Sargent Bickham Lagudis
Colorado
$58K – – –
MCM
1683
Mainstay Capital Management
Michigan
$52K +$52K +1,100 New
JGIA
1684
Jackson Grant Investment Advisers
Connecticut
$50K +$189 +4 +0.4%
KJWM
1685
Kiley Juergens Wealth Management
Washington
$48K +$48K +1,020 New
KTM
1686
Keeler Thomas Management
Utah
$47K +$47K +1,000 New
AFNAS
1687
American Financial Network Advisory Services
California
$46K -$17.2K -365 -27%
SP
1688
SWS Partners
Ohio
$43K +$43K +901 New
MFT
1689
Moisand Fitzgerald Tamayo
Florida
$40K – – –
MCM
1690
Monument Capital Management
Virginia
$38K +$38K +806 New
MWM
1691
MinichMacGregor Wealth Management
New York
$37K +$6.95K +150 +23%
AIL
1692
AGF Investments LLC
Ontario, Canada
$37K +$37K +792 New
SCA
1693
Stuart Chaussee & Associates
California
$36K +$6.2K +129 +21%
PWM
1694
Paulson Wealth Management
Illinois
$36K +$36K +757 New
FFW
1695
Fusion Family Wealth
New York
$33K – – –
PW
1696
Price Wealth
Texas
$32K +$32K +682 New
PG
1697
Patten Group
Tennessee
$31K – – –
LCM
1698
Liberty Capital Management
Michigan
$30K – – –
FFG
1699
Ford Financial Group
California
$29K +$29K +600 New
WA
1700
Winfield Associates
Ohio
$28K +$1.45K +30 +5%
66 67
68
69 70