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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 %
RT
1326
Rockland Trust
Massachusetts
$432K +$214K +3,991 +98%
LJAC
1327
L.J. Altfest & Co
New York
$431K – – –
PMFA
1328
Plante Moran Financial Advisors
Michigan
$427K -$110K -2,050 -20%
MFG
1329
Monte Financial Group
Connecticut
$426K +$7.73K +144 +2%
MMG
1330
Monetary Management Group
Missouri
$425K – – –
CB
1331
Community Bank
New York
$425K +$1.34K +25 +0.3%
DWM
1332
Dakota Wealth Management
Florida
$425K +$7.94K +148 +2%
TRIM
1333
Thompson Rubinstein Investment Management
Oregon
$424K – – –
PGAM
1334
Princeton Global Asset Management
New Jersey
$424K +$99.3K +1,850 +31%
MC
1335
Middleton & Co
Massachusetts
$423K -$53.7K -1,000 -11%
FNFDCM
1336
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$423K – – –
MCP
1337
Mirador Capital Partners
California
$423K +$698 +13 +0.2%
BWA
1338
BDO Wealth Advisors
Florida
$423K +$38.2K +711 +10%
LC
1339
Lindbrook Capital
California
$419K -$46.6K -870 -10%
CRIG
1340
Charter Research & Investment Group
Connecticut
$419K – – –
WA
1341
Waverly Advisors
Alabama
$418K +$12.3K +229 +3%
PT
1342
Plimoth Trust
Massachusetts
$417K -$18.7K -349 -4%
MIH
1343
Madison Investment Holdings
Wisconsin
$416K -$173K -3,216 -29%
OIM
1344
Orca Investment Management
Oregon
$415K – – –
BC
1345
Burleson & Co
California
$415K +$876 +16 +0.2%
CBTWT
1346
Community Bank & Trust (Waco, Texas)
Texas
$414K – – –
ER
1347
Enlightenment Research
Florida
$414K +$414K +7,700 New
LIA
1348
LBMC Investment Advisors
Tennessee
$412K – – –
PWM
1349
Perigon Wealth Management
California
$410K +$410K +7,449 New
PLFAM
1350
Pineno Levin & Ford Asset Management
Virginia
$408K – – –
52 53
54
55 56