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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 %
EAM
1351
Evanson Asset Management
California
$449K -$20.9K -395 -4%
IWM
1352
IHT Wealth Management
Illinois
$449K +$20.2K +382 +5%
SHGA
1353
Sand Hill Global Advisors
California
$447K +$38.2K +721 +9%
SMH
1354
Sanders Morris Harris
Texas
$447K +$108K +2,000 +32%
WCWM
1355
Willow Creek Wealth Management
California
$446K -$106 -2 -0%
MFW
1356
Meristem Family Wealth
Minnesota
$446K – – –
MCP
1357
Mirador Capital Partners
California
$446K +$31.7K +599 +8%
HCM
1358
Howland Capital Management
Massachusetts
$444K -$172K -3,249 -28%
PWAP
1359
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$444K -$132K -2,479 -23%
BMC
1360
Beaton Management Company
Massachusetts
$444K – – –
AFM
1361
Abbot Financial Management
Massachusetts
$444K +$53 +1 +0%
CFGS
1362
Concourse Financial Group Securities
Alabama
$441K +$295K +5,568 +201%
LP
1363
LGL Partners
Pennsylvania
$439K +$63K +1,189 +17%
ERIM
1364
Eagle Ridge Investment Management
Connecticut
$437K -$106K -2,000 -20%
DIM
1365
DC Investments Management
Virginia
$437K -$17.9K -337 -4%
PFC
1366
Poplar Forest Capital
California
$436K -$11.6K -219 -3%
LIA
1367
LBMC Investment Advisors
Tennessee
$436K – – –
DIA
1368
Davidson Investment Advisors
Montana
$435K +$19.3K +364 +5%
JIC
1369
Joel Isaacson & Co
New York
$432K -$11.1K -210 -3%
DRD
1370
Dennis R. Delaney
$432K -$1.33K -25 -0.3%
GFS
1371
GYL Financial Synergies
Connecticut
$431K -$37.6K -710 -8%
CAC
1372
Certified Advisory Corp
Florida
$430K +$212 +4 +0%
RWMH
1373
Riverpoint Wealth Management Holdings
Illinois
$430K +$52.3K +986 +14%
AMC
1374
Asset Management Corp
Illinois
$430K +$430K +8,124 New
PMFA
1375
Plante Moran Financial Advisors
Michigan
$429K -$30.1K -569 -7%
53 54
55
56 57