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Oracle
ORCL

Overview Fund Activity

1,798 hedge funds and large institutions have $98.9B invested in Oracle in 2019 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 514 increasing their positions, 898 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,798
Holders Change
+33
Holders Change %
+1.87%
% of All Funds
38.98%
Holding in Top 10
69
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.86%
% of All Funds
1.5%
New
154
Increased
514
Reduced
898
Closed
102
Calls
$820M
Puts
$923M
Net Calls
-$103M
Net Calls Change
+$137M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$255M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
3
Legal & General Group
Legal & General Group
United Kingdom
+$131M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$120M
5
JIM
Jupiter Investment Management
United Kingdom
+$79M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$340M
2
Morgan Stanley
Morgan Stanley
New York
-$302M
3
Harris Associates
Harris Associates
Illinois
-$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$258M
5
Millennium Management
Millennium Management
New York
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSG
1176
Planning Solutions Group
Maryland
$627K +$107 +2 +0%
DP
1177
Denver PWM
Colorado
$626K – – –
WP
1178
WealthSource Partners
California
$623K -$809K -15,061 -57%
BRM
1179
Boston Research & Management
Massachusetts
$621K – – –
PCM
1180
Perritt Capital Management
Illinois
$620K – – –
MHS
1181
M Holdings Securities
Oregon
$620K +$104K +1,932 +20%
DWA
1182
Douglass Winthrop Advisors
New York
$619K -$86K -1,600 -12%
GI
1183
GAMCO Investors
Connecticut
$618K +$618K +11,500 New
APA
1184
American Portfolios Advisors
New York
$617K +$204K +3,798 +49%
FFN
1185
Focus Financial Network
Minnesota
$616K +$616K +11,475 New
WIA
1186
Wealthstreet Investment Advisors
Texas
$615K -$13.4K -250 -2%
PIM
1187
Penobscot Investment Management
Massachusetts
$614K -$61.8K -1,150 -9%
BIM
1188
Barton Investment Management
Pennsylvania
$611K – – –
HIM
1189
Hillsdale Investment Management
Ontario, Canada
$611K +$611K +11,380 New
HTHT
1190
Hemenway Trust Hemenway Trust
New Hampshire
$610K +$36.3K +675 +6%
AFP
1191
Ausdal Financial Partners
Iowa
$609K – – –
SIG
1192
Sargent Investment Group
Maryland
$609K – – –
WAAG
1193
Wealth Alliance Advisory Group
Kansas
$607K -$23.3K -431 -4%
MCC
1194
Malaga Cove Capital
California
$606K – – –
ATFA
1195
All Terrain Financial Advisors
Minnesota
$606K +$1.4K +26 +0.2%
BWL
1196
Bogart Wealth LLC
Virginia
$605K – – –
WIA
1197
Westbourne Investment Advisors
Maryland
$602K -$16.1K -300 -3%
HIMC
1198
Heritage Investors Management Corp
Maryland
$600K -$133K -2,477 -18%
BFM
1199
Boston Financial Management
Massachusetts
$599K -$25.3K -471 -4%
FHA
1200
First Horizon Advisors
Tennessee
$598K -$674K -12,580 -53%
46 47
48
49 50