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Oracle
ORCL

Overview Fund Activity

1,798 hedge funds and large institutions have $98.9B invested in Oracle in 2019 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 514 increasing their positions, 898 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,798
Holders Change
+33
Holders Change %
+1.87%
% of All Funds
38.98%
Holding in Top 10
69
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.86%
% of All Funds
1.5%
New
154
Increased
514
Reduced
898
Closed
102
Calls
$820M
Puts
$923M
Net Calls
-$103M
Net Calls Change
+$137M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$255M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
3
Legal & General Group
Legal & General Group
United Kingdom
+$131M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$120M
5
JIM
Jupiter Investment Management
United Kingdom
+$79M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$340M
2
Morgan Stanley
Morgan Stanley
New York
-$302M
3
Harris Associates
Harris Associates
Illinois
-$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$258M
5
Millennium Management
Millennium Management
New York
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1051
IFG Advisory
Georgia
$947K +$80.7K +1,503 +9%
BAM
1052
Belpointe Asset Management
Nevada
$945K +$54.6K +1,018 +6%
PV
1053
Private Vista
Illinois
$944K +$592 +11 +0.1%
WC
1054
Whitney & Co
New York
$942K +$2.82K +51 +0.3%
RWM
1055
Ritholtz Wealth Management
New York
$937K +$62K +1,154 +7%
CGL
1056
Clarius Group LLC
Washington
$936K +$442K +8,225 +89%
PFO
1057
Pathstone Family Office
New Jersey
$935K +$520K +9,680 +125%
BDF
1058
Balasa Dinverno & Foltz
$932K +$31.3K +583 +3%
LWANC
1059
Laurel Wealth Advisors (North Carolina)
North Carolina
$927K -$97.7K -1,820 -10%
SC
1060
Slow Capital
California
$924K -$52.1K -971 -5%
ABC
1061
Associated Banc-Corp
Wisconsin
$923K -$17.5K -326 -2%
BRWA
1062
B. Riley Wealth Advisors
Florida
$919K +$138K +2,563 +18%
SC
1063
Savant Capital
Illinois
$918K -$13.2K -245 -1%
CB
1064
CNB Bank
Pennsylvania
$918K +$118K +2,191 +15%
CWM
1065
Centric Wealth Management
Illinois
$915K -$454K -8,461 -33%
CIA
1066
Choate Investment Advisors
Massachusetts
$911K -$8.86K -165 -1%
Jacobs Levy Equity Management
1067
Jacobs Levy Equity Management
New Jersey
$910K -$620K -11,550 -41%
CL
1068
CPWM LLC
Washington
$907K -$20.6K -384 -2%
AAS
1069
Avantax Advisory Services
Texas
$906K +$43.3K +805 +5%
WP
1070
WMS Partners
Maryland
$899K – – –
TBNY
1071
Trustco Bank (New York)
New York
$898K – – –
WBC
1072
West Branch Capital
Massachusetts
$892K – – –
IFS
1073
Ifrah Financial Services
Arkansas
$885K -$6.34K -118 -0.7%
PWW
1074
Pettyjohn Wood & White
Virginia
$884K +$41.6K +774 +5%
OC
1075
Oarsman Capital
Wisconsin
$882K -$61.8K -1,150 -7%
41 42
43
44 45