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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 %
AWM
1251
Altavista Wealth Management
North Carolina
$545K – – –
MCC
1252
Malaga Cove Capital
California
$540K -$3.92K -74 -0.7%
FFWA
1253
FRG Family Wealth Advisors
Washington
$539K – – –
FFN
1254
Focus Financial Network
Minnesota
$538K +$212 +4 +0%
BWP
1255
Baldwin Wealth Partners
Massachusetts
$538K – – –
CA
1256
Cambridge Advisors
Nebraska
$538K – – –
TCBWMS
1257
Texas Capital Bank Wealth Management Services
Texas
$537K +$537K +10,135 New
MMPW
1258
Mitchell McLeod Pugh & Williams
Alabama
$533K – – –
MFG
1259
Monte Financial Group
Connecticut
$533K +$10.4K +196 +2%
GLLW
1260
Graves Light Lenhart Wealth
Virginia
$532K -$10.4K -196 -2%
PA
1261
Probity Advisors
Texas
$531K +$14.3K +269 +3%
C
1262
Cerebellum
California
$530K +$530K +9,996 New
CCFCSB
1263
Cape Cod Five Cents Savings Bank
Massachusetts
$528K -$3.98K -75 -0.7%
BHBT
1264
Burke & Herbert Bank & Trust
Virginia
$526K -$741 -14 -0.1%
GSBTD
1265
Glenview State Bank Trust Department
Illinois
$526K – – –
MIM
1266
Miller Investment Management
Pennsylvania
$522K – – –
BCM
1267
Birch Capital Management
Texas
$522K +$522K +9,853 New
WA
1268
WealthTrust Axiom
Pennsylvania
$521K – – –
SFS
1269
Sowell Financial Services
Arkansas
$520K -$180K -3,398 -26%
HKAM
1270
Horizon Kinetics Asset Management
New York
$520K -$33.1K -624 -6%
ICM
1271
IMS Capital Management
Oregon
$519K – – –
GFP
1272
Gryphon Financial Partners
Ohio
$519K +$27.5K +519 +6%
DAM
1273
Delta Asset Management
Tennessee
$518K – – –
GWS
1274
Glassman Wealth Services
Virginia
$517K +$1.75K +33 +0.3%
WBG
1275
Wharton Business Group
Pennsylvania
$516K -$5.03K -95 -1%
49 50
51
52 53