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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 %
MAM
1101
Magellan Asset Management
Australia
$835K +$255K +4,822 +44%
IFS
1102
Ifrah Financial Services
Arkansas
$829K -$12.5K -236 -1%
LB
1103
Legacy Bridge
Iowa
$829K +$41.1K +776 +5%
CPA
1104
Clear Perspective Advisors
Illinois
$828K +$12.3K +233 +2%
TIA
1105
Trust Investment Advisors
Indiana
$826K -$42.4K -800 -5%
OC
1106
Oarsman Capital
Wisconsin
$825K -$1.32K -25 -0.2%
IP
1107
Investment Partners
Ohio
$822K +$371 +7 +0%
RMDI
1108
R.M. Davis Inc
Maine
$812K -$12.3K -233 -1%
OC
1109
Oakworth Capital
Alabama
$811K +$98.5K +1,819 +14%
SCM
1110
Schnieders Capital Management
California
$796K -$7.95K -150 -1%
LA
1111
Lau Associates
Delaware
$796K – – –
FLPIM
1112
F.L. Putnam Investment Management
Massachusetts
$789K +$102K +1,928 +15%
BO
1113
Bank OZK
Arkansas
$787K -$57.6K -1,087 -7%
SJIM
1114
St. Johns Investment Management
Florida
$787K -$23.5K -444 -3%
OFS
1115
OneAscent Financial Services
Alabama
$783K +$783K +14,787 New
LSAG
1116
Lake Street Advisors Group
New Hampshire
$777K +$59.5K +1,124 +8%
AL
1117
Aspiriant LLC
California
$775K +$18.8K +356 +2%
LC
1118
LCNB Corp
Ohio
$768K -$15.9K -300 -2%
FWM
1119
Fairhaven Wealth Management
Illinois
$768K – – –
SMC
1120
Smith, Moore & Co
Missouri
$766K +$21.4K +404 +3%
UAS
1121
United Asset Strategies
New York
$762K +$1.33K +25 +0.2%
SWM
1122
SeaCrest Wealth Management
New York
$756K +$10.8K +203 +1%
AOWM
1123
Alpha Omega Wealth Management
Virginia
$754K +$14.5K +274 +2%
CST
1124
Charles Schwab Trust
Nevada
$753K +$328K +6,191 +77%
GDP
1125
Great Diamond Partners
Maine
$752K +$752K +14,205 New
43 44
45
46 47