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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 %
CWM
1201
Cabot Wealth Management
Massachusetts
$615K -$59.3K -1,118 -9%
BA
1202
Bennicas & Associates
California
$615K -$31.8K -600 -5%
BRM
1203
Boston Research & Management
Massachusetts
$612K – – –
SIMM
1204
Stillwater Investment Management (Minnesota)
Minnesota
$612K +$2.7K +51 +0.4%
SIG
1205
Sargent Investment Group
Maryland
$610K +$7.42K +140 +1%
ACG
1206
Allen Capital Group
Nebraska
$608K +$20.7K +391 +4%
PCM
1207
Perritt Capital Management
Illinois
$606K – – –
WIA
1208
Wealthstreet Investment Advisors
Texas
$606K – – –
SMFS
1209
Squar Milner Financial Services
California
$605K -$182K -3,438 -23%
RB
1210
Rodgers Brothers
Pennsylvania
$605K – – –
BIM
1211
Barton Investment Management
Pennsylvania
$603K – – –
FCMT
1212
Founders Capital Management (Texas)
Texas
$600K -$74.2K -1,400 -11%
AB
1213
Atlas Brown
Kentucky
$599K +$848 +16 +0.1%
OIA
1214
OneDigital Investment Advisors
Kansas
$598K -$16.5K -312 -3%
BAM
1215
Bruderman Asset Management
New York
$597K -$121K -2,242 -17%
PK
1216
Pflug Koory
Nebraska
$597K +$10.6K +200 +2%
LD
1217
Lipe & Dalton
New York
$596K – – –
WAAG
1218
Wealth Alliance Advisory Group
Kansas
$596K – – –
FMLI
1219
Fukoku Mutual Life Insurance
Japan
$593K +$84.7K +1,600 +17%
CIC
1220
Crawford Investment Counsel
Georgia
$593K +$130K +2,450 +28%
MAWCM
1221
Mine & Arao Wealth Creation & Management
California
$593K +$593K +11,184 New
ATFA
1222
All Terrain Financial Advisors
Minnesota
$589K -$9.22K -174 -2%
VI
1223
Versor Investments
New York
$588K -$879K -16,600 -60%
BWL
1224
Bogart Wealth LLC
Virginia
$586K -$19.4K -366 -3%
BPWA
1225
Beacon Pointe Wealth Advisors
California
$585K +$142K +2,679 +32%
47 48
49
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