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Oracle
ORCL

Overview Fund Activity

1,790 hedge funds and large institutions have $93.4B invested in Oracle in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 636 increasing their positions, 796 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
-21
Holders Change %
-1.16%
% of All Funds
39.31%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.56%
New
92
Increased
636
Reduced
796
Closed
100
Calls
$745M
Puts
$989M
Net Calls
-$244M
Net Calls Change
+$557M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
+$218M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$144M
4
Victory Capital Management
Victory Capital Management
Texas
+$124M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$119M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.69B
2
BlackRock
BlackRock
New York
-$654M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$523M
4
Citigroup
Citigroup
New York
-$367M
5
State Street
State Street
Massachusetts
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
1101
LCNB Corp
Ohio
$814K -$17.5K -318 -2%
PCS
1102
Personal CFO Solutions
New Jersey
$809K +$809K +14,639 New
AIM
1103
Axiom Investment Management
New York
$808K -$2.77M -49,922 -77%
FMWA
1104
Forvis Mazars Wealth Advisors
Missouri
$803K +$13.3K +241 +2%
FWM
1105
Fairhaven Wealth Management
Illinois
$798K – – –
UAS
1106
United Asset Strategies
New York
$790K -$49.8K -905 -6%
WP
1107
WealthSource Partners
California
$790K -$37.8K -687 -5%
AL
1108
Aspiriant LLC
California
$789K -$8.67K -157 -1%
AOWM
1109
Alpha Omega Wealth Management
Virginia
$789K +$749K +13,260 +1,894%
IA
1110
IFG Advisory
Georgia
$788K -$197K -3,576 -20%
RC
1111
Roundview Capital
New Jersey
$780K -$33K -600 -4%
VCA
1112
Verdence Capital Advisors
Maryland
$778K -$142K -2,573 -15%
SWM
1113
SeaCrest Wealth Management
New York
$774K -$8.7K -158 -1%
SMC
1114
Smith, Moore & Co
Missouri
$773K -$62.7K -1,139 -8%
SIA
1115
Starfire Investment Advisers
Michigan
$770K +$60.5K +1,100 +9%
PFBT
1116
Parkside Financial Bank & Trust
Missouri
$765K +$78.4K +1,425 +11%
NCM
1117
Northside Capital Management
Oregon
$763K +$157K +2,846 +26%
BMC
1118
Benin Management Corp
Connecticut
$762K – – –
BI
1119
Bredin Investment
Delaware
$756K – – –
MPW
1120
MA Private Wealth
California
$753K +$55 +1 +0%
BAM
1121
Bruderman Asset Management
New York
$752K -$6.84K -121 -0.9%
SLF
1122
Sun Life Financial
Ontario, Canada
$751K -$74.9K -1,365 -9%
CIM
1123
CenturyLink Investment Management
Colorado
$745K -$126K -2,295 -14%
APP
1124
Avantax Planning Partners
Iowa
$738K -$174K -3,158 -19%
RSVP
1125
Ramsay Stattman Vela & Price
Colorado
$737K +$19.2K +350 +3%
43 44
45
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