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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 %
BIC
1401
Beach Investment Counsel
Pennsylvania
$360K – – –
VCWA
1402
Vanguard Capital Wealth Advisors
Colorado
$359K – – –
FI
1403
FormulaFolio Investments
Michigan
$357K +$76.1K +1,416 +27%
RCM
1404
RB Capital Management
Nevada
$356K +$356K +6,623 New
EDRH
1405
Edmond de Rothschild Holding
Switzerland
$355K -$93.2K -1,737 -21%
BST
1406
Bath Savings Trust
Maine
$355K -$3.65K -68 -1%
PO
1407
Private Ocean
California
$355K +$127K +2,363 +56%
KFGK
1408
Keystone Financial Group (Kentucky)
Kentucky
$355K +$355K +6,613 New
AFM
1409
Andesa Financial Management
Pennsylvania
$354K +$354K +6,552 New
VCAM
1410
Van Cleef Asset Management
Ohio
$353K -$46.6K -867 -12%
LF
1411
Lee Financial
Texas
$351K -$107 -2 -0%
BRWM
1412
B. Riley Wealth Management
Tennessee
$351K +$31K +578 +10%
ATPW
1413
Ashton Thomas Private Wealth
Arizona
$350K +$350K +6,520 New
AW
1414
ACG Wealth
Georgia
$348K -$52.2K -974 -13%
GD
1415
Grandfield & Dodd
New York
$348K -$21.5K -400 -6%
FWM
1416
Focused Wealth Management
New York
$348K -$10.7K -199 -3%
HHGA
1417
Halbert Hargrove Global Advisors
California
$348K -$3.6K -67 -1%
BI
1418
Ballast Inc
Kentucky
$347K – – –
WSCM
1419
Wellington Shields Capital Management
New York
$346K -$13.4K -250 -4%
CWS
1420
Cypress Wealth Services
California
$344K -$7.58K -141 -2%
IBOK
1421
Independence Bank of Kentucky
Kentucky
$343K -$71.1K -1,325 -17%
TMAM
1422
Tokio Marine Asset Management
Japan
$342K +$5.63K +105 +2%
CCP
1423
Clarkston Capital Partners
Michigan
$341K -$64.5K -1,201 -16%
WA
1424
Wheatland Advisors
Pennsylvania
$341K – – –
CFGS
1425
Concourse Financial Group Securities
Alabama
$340K -$57.1K -1,064 -14%
55 56
57
58 59