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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 %
CPC
1251
Congress Park Capital
New York
$525K -$32.5K -605 -6%
LC
1252
Lourd Capital
California
$524K -$205K -3,822 -28%
HAIM
1253
Hunter Associates Investment Management
Pennsylvania
$523K -$26.6K -495 -5%
PWMG
1254
Prestige Wealth Management Group
New Jersey
$521K +$150K +2,790 +40%
DAM
1255
Delta Asset Management
Tennessee
$520K +$26K +483 +5%
PCG
1256
Private Capital Group
Connecticut
$519K +$62.1K +1,156 +14%
HCM
1257
Highlander Capital Management
New Jersey
$516K -$541K -10,075 -51%
LFA
1258
Landmark Financial Advisors
Kentucky
$516K – – –
OCM
1259
Orser Capital Management
Texas
$516K +$40.3K +750 +8%
CW
1260
Cobiz Wealth
Colorado
$515K -$115K -2,150 -18%
GCP
1261
GSA Capital Partners
United Kingdom
$514K -$2.11M -39,263 -80%
XWM
1262
Xcel Wealth Management
Florida
$514K – – –
TTWM
1263
TCV Trust & Wealth Management
Virginia
$512K -$118K -2,200 -19%
WA1
1264
Wimmer Associates 1
California
$512K -$7.52K -140 -1%
CP
1265
Covenant Partners
Tennessee
$512K +$512K +9,528 New
SA
1266
Strategic Advisors
New York
$510K +$215 +4 +0%
RCAG
1267
Rehmann Capital Advisory Group
Michigan
$509K -$90K -1,676 -15%
MMA
1268
Miracle Mile Advisors
California
$508K +$130K +2,424 +34%
DRD
1269
Dennis R. Delaney
$501K -$26.9K -500 -5%
FCMC
1270
Founders Capital Management (Connecticut)
Connecticut
$501K +$144K +2,680 +40%
BPWA
1271
Beacon Pointe Wealth Advisors
California
$499K -$99.2K -1,851 -17%
CPO
1272
Cerity Partners OCIO
New York
$499K +$5.37K +100 +1%
SFA
1273
Stewardship Financial Advisors
Georgia
$497K – – –
GCM
1274
Gladius Capital Management
Illinois
$495K -$1.7M -31,622 -77%
NNP
1275
Nachman Norwood & Parrott
South Carolina
$495K +$9.08K +169 +2%
49 50
51
52 53