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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 %
CAM
1176
Cubic Asset Management
Massachusetts
$647K – – –
GIM
1177
Grassi Investment Management
California
$646K – – –
PAS
1178
Park Avenue Securities
New York
$645K +$148K +2,786 +30%
CHP
1179
Cable Hill Partners
Oregon
$644K +$36.8K +696 +6%
SIAP
1180
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$641K – – –
WA
1181
Wealth Alliance
New York
$639K +$639K +12,069 New
HFM
1182
Hartford Financial Management
Connecticut
$638K – – –
WI
1183
WBI Investments
New Jersey
$636K -$4.07M -76,852 -86%
BOS
1184
Bank of Stockton
California
$636K -$11.4K -215 -2%
DP
1185
Denver PWM
Colorado
$636K +$2.8K +52 +0.4%
IIM
1186
Ipswich Investment Management
Massachusetts
$635K -$17.5K -330 -3%
FC
1187
Forte Capital
New York
$634K -$4.98K -94 -0.8%
VWM
1188
Venturi Wealth Management
Texas
$633K -$26.3K -497 -4%
Koshinski Asset Management
1189
Koshinski Asset Management
Illinois
$632K +$632K +12,000 New
WANY
1190
Wealthspire Advisors (New York)
New York
$630K -$248K -4,682 -28%
CCM
1191
Coldstream Capital Management
Washington
$630K +$212 +4 +0%
APA
1192
American Portfolios Advisors
New York
$627K -$4.77K -90 -0.8%
SSI
1193
Scott & Selber Inc
Texas
$626K -$10.7K -202 -2%
HIM
1194
Hillsdale Investment Management
Ontario, Canada
$626K – – –
PCMC
1195
Paragon Capital Management (Colorado)
Colorado
$626K +$53 +1 +0%
WFMPM
1196
Woodley Farra Manion Portfolio Management
Indiana
$624K +$41.3K +779 +7%
ACS
1197
Archford Capital Strategies
Illinois
$623K +$28.4K +535 +5%
CIM
1198
CenturyLink Investment Management
Colorado
$621K -$96.8K -1,827 -13%
CC
1199
Chicago Capital
Illinois
$617K – – –
1WA
1200
180 Wealth Advisors
Washington
$617K +$39.6K +723 +7%
46 47
48
49 50