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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 %
MGIA
1401
Moneta Group Investment Advisors
Missouri
$396K -$97.8K -1,847 -20%
HIMC
1402
Heritage Investors Management Corp
Maryland
$396K -$26.5K -499 -6%
NAM
1403
North American Management
Massachusetts
$396K – – –
BIAS
1404
Beacon Investment Advisory Services
New Jersey
$396K +$85.7K +1,618 +28%
PPP
1405
Private Portfolio Partners
New Jersey
$394K – – –
ST
1406
Sabal Trust
Florida
$391K -$45.4K -857 -10%
QT
1407
Quantamental Technologies
New York
$390K +$390K +7,356 New
YWP
1408
YorkBridge Wealth Partners
New York
$389K -$1.45M -27,303 -79%
SFG
1409
Sather Financial Group
Texas
$389K -$5.61K -106 -1%
TWM
1410
Titus Wealth Management
California
$389K -$1.32K -25 -0.3%
CAAS
1411
Capital Asset Advisory Services
Michigan
$389K +$157K +2,853 +68%
TI
1412
tru Independence
Oregon
$389K +$389K +8,034 New
DC
1413
DeDora Capital
California
$387K -$47.2K -891 -11%
IRAG
1414
Investment Research & Advisory Group
Georgia
$386K +$386K +7,287 New
DTC
1415
Davidson Trust Company
Washington
$385K +$385K +7,290 New
BCM
1416
Becker Capital Management
Oregon
$383K -$22.9K -432 -6%
CA
1417
Continuum Advisory
Idaho
$382K +$382K +7,219 New
SFA
1418
Stewardship Financial Advisors
Georgia
$381K -$212 -4 -0.1%
GLA
1419
Good Life Advisors
Pennsylvania
$381K +$35K +662 +10%
ETC
1420
Exchange Traded Concepts
Oklahoma
$381K +$381K +7,197 New
AIS
1421
Accurate Investment Solutions
Pennsylvania
$380K – – –
FHA
1422
Flagship Harbor Advisors
Massachusetts
$380K +$954 +18 +0.3%
BWA
1423
BDO Wealth Advisors
Florida
$379K -$35.9K -678 -9%
HH
1424
Hilltop Holdings
Texas
$379K +$50.3K +949 +15%
SIA
1425
Soltis Investment Advisors
Utah
$377K +$377K +7,113 New
55 56
57
58 59