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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 %
WPW
1051
Waldron Private Wealth
Pennsylvania
$954K -$23.6K -445 -2%
BPCE
1052
Bank Pictet & Cie (Europe)
Germany
$953K +$505K +9,524 +113%
SFM
1053
Signet Financial Management
New Jersey
$952K +$10.6K +200 +1%
BDF
1054
Balasa Dinverno & Foltz
$952K +$19.7K +371 +2%
HA
1055
Harfst & Associates
Wyoming
$951K +$26.2K +495 +3%
BWM
1056
BerganKDV Wealth Management
Minnesota
$950K +$4.82K +91 +0.5%
RWP
1057
RWA Wealth Partners
Massachusetts
$948K – – –
LWANC
1058
Laurel Wealth Advisors (North Carolina)
North Carolina
$946K -$10.6K -200 -1%
WIC
1059
Woodmont Investment Counsel
Tennessee
$942K -$2.86K -54 -0.3%
EH
1060
Employers Holdings
Nevada
$942K – – –
ACM
1061
Azimuth Capital Management
Michigan
$941K -$45K -850 -5%
PGWM
1062
Parisi Gray Wealth Management
New Jersey
$939K -$5.19K -98 -0.5%
HSA
1063
HBK Sorce Advisory
Pennsylvania
$939K +$17.3K +326 +2%
BOTW
1064
Bank of the West
California
$936K -$147K -2,769 -14%
GIA
1065
Gargoyle Investment Advisor
New Jersey
$936K -$71.3K -1,346 -7%
RG
1066
Rikoon Group
New Mexico
$935K +$49.6K +936 +6%
BCM
1067
Breiter Capital Management
Florida
$934K +$12.7K +239 +1%
NERM
1068
New England Research & Management
Illinois
$932K +$694K +13,094 +291%
CIA
1069
Choate Investment Advisors
Massachusetts
$931K +$42.4K +800 +5%
NCM
1070
Narwhal Capital Management
Georgia
$928K -$409K -7,711 -31%
WAM
1071
Weatherly Asset Management
California
$928K -$54.9K -1,037 -6%
Cetera Investment Advisers
1072
Cetera Investment Advisers
Illinois
$922K +$5.68K +108 +0.6%
DBIA
1073
Dumont & Blake Investment Advisors
New Jersey
$920K +$1.33K +25 +0.1%
XF
1074
XML Financial
Maryland
$919K +$919K +17,339 New
CC
1075
Cognios Capital
Kansas
$918K – – –
41 42
43
44 45