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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 %
MWM
1426
Modera Wealth Management
New Jersey
$340K -$11.7K -217 -3%
WA
1427
Wambolt & Associates
Colorado
$340K -$2.48K -46 -0.7%
CC
1428
Chicago Capital
Illinois
$338K +$42.4K +789 +14%
PHAM
1429
Palisades Hudson Asset Management
Florida
$336K -$82.3K -1,530 -20%
OSNBOA
1430
Old Second National Bank of Aurora
Illinois
$335K -$477K -8,893 -59%
PAS
1431
Partnervest Advisory Services
California
$334K -$29.9K -558 -8%
THWM
1432
Taylor Hoffman Wealth Management
Virginia
$333K – – –
KIM
1433
Karpus Investment Management
New York
$333K +$333K +6,158 New
CA
1434
Cumberland Advisors
Florida
$332K – – –
MF
1435
Manchester Financial
California
$332K – – –
EGA
1436
Eagle Global Advisors
Texas
$332K +$7.14K +133 +2%
GFS
1437
GYL Financial Synergies
Connecticut
$329K -$1.77K -33 -0.5%
PAS
1438
Professional Advisory Services
Florida
$329K – – –
REMPR
1439
Roof Eidam Maycock Peralta (REMP)
California
$329K – – –
MWPCG
1440
Measured Wealth Private Client Group
New Hampshire
$329K +$329K +6,121 New
PVWM
1441
Point View Wealth Management
New Jersey
$326K -$3.98K -74 -1%
NIM
1442
NuWave Investment Management
New Jersey
$324K -$228K -4,244 -41%
GKWIM
1443
Gerber Kawasaki Wealth & Investment Management
California
$324K – – –
AP
1444
Appleton Partners
Massachusetts
$322K +$4.83K +90 +2%
EB
1445
Eastern Bank
Massachusetts
$321K -$48K -894 -13%
LCM
1446
LVM Capital Management
Michigan
$320K -$13.9K -258 -4%
PP
1447
PDS Planning
Ohio
$317K -$7.84K -146 -2%
HIC
1448
Hartline Investment Corp
Illinois
$317K – – –
HB
1449
Homrich & Berg
Georgia
$316K -$29.8K -555 -9%
DCM
1450
Driehaus Capital Management
Illinois
$315K +$315K +5,874 New
56 57
58
59 60