ORCL icon

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 %
ACM
1076
Advisors Capital Management
New Jersey
$917K +$554K +10,470 +153%
ETI
1077
Enterprise Trust & Investment
California
$915K – – –
PPSG
1078
Princeton Portfolio Strategies Group
New Jersey
$913K – – –
DT
1079
Diversified Trust
Tennessee
$911K +$637K +12,027 +233%
JFGIW
1080
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$905K -$1.55M -29,263 -63%
CFA
1081
Carroll Financial Associates
North Carolina
$904K -$118K -2,226 -12%
CWM
1082
Centric Wealth Management
Illinois
$902K -$14.4K -272 -2%
TAM
1083
Trillium Asset Management
Massachusetts
$898K -$219K -4,133 -20%
CCM
1084
Cullen Capital Management
New York
$897K -$173K -3,265 -16%
IIC
1085
Integrated Investment Consultants
Michigan
$897K +$222K +4,184 +33%
ARMT
1086
Amica Retiree Medical Trust
Rhode Island
$891K -$129K -2,433 -13%
PV
1087
Private Vista
Illinois
$888K -$25.8K -488 -3%
WC
1088
Whitney & Co
New York
$887K -$14.9K -281 -2%
CWP
1089
Capital Wealth Planning
Florida
$885K -$39.1M -736,937 -98%
ACM
1090
Allred Capital Management
Texas
$880K -$28.5K -538 -3%
I2I
1091
Insight 2811 Inc
Illinois
$877K -$28.2K -533 -3%
MWM
1092
Mission Wealth Management
California
$866K +$72.9K +1,377 +9%
FB
1093
Fulton Bank
Pennsylvania
$863K -$365K -6,897 -30%
TBNY
1094
Trustco Bank (New York)
New York
$859K -$5.3K -100 -0.6%
OPS
1095
Orion Portfolio Solutions
Nebraska
$857K +$857K +16,185 New
PWW
1096
Pettyjohn Wood & White
Virginia
$856K -$24.4K -460 -3%
FMWA
1097
Forvis Mazars Wealth Advisors
Missouri
$856K +$83.3K +1,572 +11%
SVWAG
1098
Sound View Wealth Advisors Group
Georgia
$848K -$161K -3,045 -16%
HWA
1099
HCR Wealth Advisors
California
$846K +$56.3K +6,700 +7%
HAG
1100
HighPoint Advisor Group
Illinois
$839K -$861K -15,607 -51%
42 43
44
45 46