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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 %
KLWA
1301
Kelly Lawrence W & Associates
California
$462K – – –
DC
1302
DeDora Capital
California
$461K -$15.3K -285 -3%
MIM
1303
Macroview Investment Management
Maryland
$461K – – –
IWP
1304
Icon Wealth Partners
Texas
$460K -$10.9K -204 -2%
BCCM
1305
Bridge Creek Capital Management
Massachusetts
$458K -$5.38K -100 -1%
FMW
1306
Farr Miller & Washington
District of Columbia
$458K -$1.34K -25 -0.3%
DT
1307
Diversified Trust
Tennessee
$456K -$1.99K -37 -0.4%
PFC
1308
Poplar Forest Capital
California
$454K – – –
ACP
1309
Aviance Capital Partners
Florida
$454K – – –
JFA
1310
JNBA Financial Advisors
Minnesota
$454K +$66.9K +1,246 +17%
CAC
1311
Certified Advisory Corp
Florida
$452K +$5.7K +106 +1%
QCM
1312
Quantinno Capital Management
New York
$450K -$285K -5,310 -39%
TL
1313
TrueWealth LLC
Georgia
$450K -$591 -11 -0.1%
BMC
1314
Beaton Management Company
Massachusetts
$450K – – –
WI
1315
Wintrust Investments
Illinois
$448K +$97.4K +1,814 +28%
WA
1316
Wealth Architects
California
$446K -$9.09K -169 -2%
AWM
1317
Altavista Wealth Management
North Carolina
$445K -$10.7K -200 -2%
WCWM
1318
Willow Creek Wealth Management
California
$443K +$13.5K +251 +3%
PAS
1319
Park Avenue Securities
New York
$440K +$11K +202 +3%
BCM
1320
Becker Capital Management
Oregon
$439K +$5.1K +95 +1%
MGIA
1321
Moneta Group Investment Advisors
Missouri
$437K -$163K -3,027 -27%
CAM
1322
Claret Asset Management
Quebec, Canada
$436K +$5.48K +102 +1%
AIM
1323
Aspen Investment Management
Michigan
$435K -$6.29K -117 -1%
GBT
1324
Grove Bank & Trust
Florida
$435K +$44.2K +823 +11%
FHA
1325
Flagship Harbor Advisors
Massachusetts
$433K -$4.72K -88 -1%
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