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Oracle
ORCL

Overview Fund Activity

1,909 hedge funds and large institutions have $86.9B invested in Oracle in 2019 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 596 increasing their positions, 817 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+119
Holders Change %
+6.65%
% of All Funds
37.7%
Holding in Top 10
47
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-33.8%
% of All Funds
0.93%
New
228
Increased
596
Reduced
817
Closed
82
Calls
$834M
Puts
$964M
Net Calls
-$130M
Net Calls Change
+$114M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$516M
2
Morgan Stanley
Morgan Stanley
New York
+$159M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$139M
4
Macquarie Group
Macquarie Group
Australia
+$127M
5
SSM
Sound Shore Management
Connecticut
+$114M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
-$787M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$661M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$361M
4
BlackRock
BlackRock
New York
-$244M
5
Northern Trust
Northern Trust
Illinois
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1026
EP Wealth Advisors
California
$1.02M +$95.4K +1,801 +10%
AAM
1027
Azzad Asset Management
Virginia
$1.02M +$23.7K +446 +2%
MIAN
1028
Mariner Independent Advisor Network
Kansas
$1.01M -$98K -1,841 -9%
RBFC
1029
Roman Butler Fullerton & Co
Missouri
$1.01M -$33.6K -634 -3%
ST
1030
Spinnaker Trust
Maine
$1.01M – – –
FFC
1031
First Financial Corp
Indiana
$1.01M -$16.2K -306 -2%
IFWM
1032
Institute for Wealth Management
Colorado
$1.01M -$2.28K -43 -0.2%
KOCAA
1033
Knights of Columbus Asset Advisors
Connecticut
$1.01M +$28.1K +530 +3%
KC
1034
Kepos Capital
New York
$1M +$1M +18,925 New
PWP
1035
Private Wealth Partners
California
$996K -$21.2K -400 -2%
LRPA
1036
L. Roy Papp & Associates
Arizona
$996K +$4.08K +77 +0.4%
SAM
1037
Steinberg Asset Management
New York
$994K – – –
CRC
1038
Curi RMB Capital
Illinois
$993K -$14.1K -267 -1%
FCA
1039
FinTrust Capital Advisors
South Carolina
$989K -$108K -2,032 -10%
EI
1040
Ethic Inc
New York
$989K +$989K +18,663 New
WA
1041
WBH Advisory
Maryland
$981K -$357K -6,747 -27%
FIB
1042
First Interstate Bank
Montana
$980K -$109K -2,059 -10%
CAM
1043
Covenant Asset Management
New Jersey
$980K -$1.43K -27 -0.1%
NL
1044
NWAM LLC
Washington
$973K -$280K -5,283 -22%
AI
1045
Accredited Investors
Minnesota
$967K -$14.1K -267 -1%
DS
1046
DRW Securities
Illinois
$965K +$965K +18,218 New
BIA
1047
Bigelow Investment Advisors
Maine
$963K -$6.04K -114 -0.6%
AIA
1048
AIMZ Investment Advisors
California
$962K -$26.5K -500 -3%
BWM
1049
Buckley Wealth Management
Nevada
$959K -$28.6K -540 -3%
PRC
1050
Pearl River Capital
Michigan
$955K +$955K +18,025 New
40 41
42
43 44