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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 %
AFP
1226
Ausdal Financial Partners
Iowa
$583K -$12K -226 -2%
MFP
1227
Meridian Financial Partners
Virginia
$583K +$3.52K +65 +0.6%
MMA
1228
Miracle Mile Advisors
California
$581K +$7.47K +141 +1%
WIA
1229
Westbourne Investment Advisors
Maryland
$580K -$7.95K -150 -1%
CPO
1230
Cerity Partners OCIO
New York
$578K -$3.39K -62 -0.6%
FHA
1231
First Horizon Advisors
Tennessee
$576K -$3.33K -63 -0.6%
BW
1232
Bison Wealth
Georgia
$575K +$8.32K +157 +1%
SIC
1233
Salem Investment Counselors
North Carolina
$575K +$33.8K +638 +6%
TPWA
1234
TRUE Private Wealth Advisors
Oregon
$572K -$7.99K -151 -1%
FPS
1235
Fieldpoint Private Securities
Connecticut
$568K -$73.1K -1,379 -11%
FFA
1236
First Foundation Advisors
California
$566K -$35.9K -677 -6%
NIM
1237
Northeast Investment Management
Massachusetts
$565K -$9.43K -178 -2%
CAM
1238
Cozad Asset Management
Illinois
$562K – – –
AA
1239
ALPS Advisors
Colorado
$558K -$29.8K -563 -5%
SAG
1240
Spotlight Asset Group
Illinois
$558K +$558K +10,489 New
AFG
1241
Albion Financial Group
Utah
$556K – – –
PAM
1242
PVG Asset Management
Colorado
$556K -$1.13M -21,306 -67%
JFA
1243
Johanson Financial Advisors
California
$555K +$555K +29,376 New
PIM
1244
Penobscot Investment Management
Massachusetts
$552K -$52.9K -1,000 -9%
AP
1245
Atwood & Palmer
Missouri
$551K -$106K -2,000 -16%
PP
1246
PagnatoKarp Partners
Virginia
$550K +$424 +8 +0.1%
CAG
1247
Csenge Advisory Group
Florida
$550K +$71.6K +1,352 +15%
LFA
1248
Landmark Financial Advisors
Kentucky
$549K +$20.9K +380 +4%
EFS
1249
Essex Financial Services
Connecticut
$548K +$138K +2,603 +34%
BAM
1250
Belpointe Asset Management
Nevada
$546K +$37.8K +713 +7%
48 49
50
51 52