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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 %
BCB
1301
Brian C. Broderick
$485K -$92.7K -1,750 -16%
MBT
1302
Montecito Bank & Trust
California
$485K +$9.05K +171 +2%
ZAM
1303
Zevin Asset Management
Massachusetts
$481K -$679K -12,822 -59%
V
1304
VeraBank
Texas
$481K – – –
KA
1305
Kovack Advisors
Florida
$481K +$28.3K +533 +6%
SFA
1306
Semmax Financial Advisors
North Carolina
$481K +$33.4K +630 +7%
IWP
1307
Icon Wealth Partners
Texas
$480K -$67.7K -1,279 -12%
TF
1308
Tompkins Financial
New York
$480K -$31K -585 -6%
CC
1309
Cannell & Co
New York
$480K – – –
CPIG
1310
Chicago Partners Investment Group
Illinois
$480K +$53.2K +960 +12%
BST
1311
Bath Savings Trust
Maine
$479K +$129K +2,430 +37%
EIA
1312
Edgemoor Investment Advisors
Maryland
$477K – – –
NAMP
1313
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$477K +$7.05K +133 +1%
FC
1314
FORA Capital
Florida
$477K +$477K +9,004 New
SA
1315
Strategic Advisors
New York
$476K -$22.7K -429 -5%
BHC
1316
Bowen Hanes & Co
Florida
$476K – – –
BP
1317
BBR Partners
New York
$476K +$238K +4,494 +100%
NG
1318
Northstar Group
New York
$475K -$32.1K -605 -6%
JFA
1319
JNBA Financial Advisors
Minnesota
$475K +$14.6K +276 +3%
MAM
1320
Madison Asset Management
Wisconsin
$475K +$475K +8,967 New
GTAM
1321
Global Trust Asset Management
Florida
$474K – – –
RCA
1322
Ranch Capital Advisors
Florida
$473K +$118K +2,228 +33%
BFPW
1323
BOK Financial Private Wealth
Colorado
$473K +$473K +8,921 New
PFS
1324
Prospera Financial Services
Texas
$471K +$16.1K +304 +4%
MFG
1325
Menard Financial Group
Texas
$471K +$471K +8,886 New
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