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 %
O
1151
Ossiam
France
$700K -$2.89M -54,577 -81%
IC
1152
Intersect Capital
California
$696K -$123K -2,326 -15%
LWM
1153
Liberty Wealth Management
California
$695K +$332K +6,264 +91%
MCWA
1154
Meadow Creek Wealth Advisors
Georgia
$695K +$695K +77,837 New
NAM
1155
Nexpoint Asset Management
Texas
$689K +$689K +13,000 New
OAM
1156
Occidental Asset Management
California
$687K – – –
SWMG
1157
Signature Wealth Management Group
Georgia
$687K +$24.5K +463 +4%
PBO
1158
Peoples Bank (Ohio)
Ohio
$684K -$2.38K -45 -0.3%
FRA
1159
Front Row Advisors
California
$683K -$17.9K -337 -3%
BS
1160
Boenning & Scattergood
Pennsylvania
$678K -$9.96K -188 -1%
ARTA
1161
A.R.T. Advisors
New York
$674K +$674K +12,720 New
KFS
1162
Kurt F. Somerville
$668K -$124K -2,346 -16%
VC
1163
Vicus Capital
Pennsylvania
$668K +$123K +2,325 +23%
FAM
1164
Formidable Asset Management
Ohio
$666K +$666K +12,088 New
WI
1165
Wintrust Investments
Illinois
$664K -$10K -189 -1%
ZB
1166
Zions Bancorporation
Utah
$659K -$381K -7,188 -37%
AF
1167
Allworth Financial
California
$659K +$71.4K +1,347 +12%
OWA
1168
One Wealth Advisors
California
$656K +$68.5K +1,292 +12%
KMWM
1169
Keudell/Morrison Wealth Management
Oregon
$655K -$339K -6,410 -34%
EWM
1170
Empirical Wealth Management
Washington
$655K -$4.72K -89 -0.7%
VHAM
1171
Van Hulzen Asset Management
California
$654K +$24.4K +461 +4%
GW
1172
GW & Wade
Massachusetts
$652K +$5.4K +102 +0.8%
ED
1173
Exane Derivatives
France
$651K +$651K +11,900 New
MCM
1174
Maryland Capital Management
Maryland
$651K +$36.6K +690 +6%
CB
1175
CNB Bank
Pennsylvania
$648K -$38.7K -731 -6%
45 46
47
48 49