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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 %
POIA
1451
Pin Oak Investment Advisors
Texas
$313K -$3.92K -73 -1%
BCWM
1452
Blue Chip Wealth Management
Florida
$312K -$483 -9 -0.2%
TW
1453
TrinityPoint Wealth
Connecticut
$311K -$14K -261 -4%
PP
1454
Patten & Patten
Tennessee
$310K -$36.8K -687 -11%
WWM
1455
Western Wealth Management
Colorado
$309K -$108K -2,024 -26%
NFG
1456
Next Financial Group
Texas
$308K -$130K -2,418 -30%
NFH
1457
NEXT Financial Holdings
Texas
$308K +$308K +5,726 New
SIM
1458
SSI Investment Management
California
$307K -$858 -16 -0.3%
PWPS
1459
Pinnacle Wealth Planning Services
Ohio
$305K -$28.6K -532 -9%
GEM
1460
Global Endowment Management
North Carolina
$305K – – –
LDFR
1461
Lehman & Derafelo Financial Resources
Pennsylvania
$305K – – –
HFA
1462
Huber Financial Advisors
Illinois
$305K +$305K +5,687 New
FPCP
1463
Fort Point Capital Partners
California
$304K -$150K -2,786 -33%
TAM
1464
Taurus Asset Management
New York
$303K -$26.8K -500 -8%
ECM
1465
ExodusPoint Capital Management
New York
$302K -$1.06M -19,681 -78%
DAC
1466
Dividend Assets Capital
South Carolina
$302K – – –
FDCC
1467
Foster Dykema Cabot & Co
Massachusetts
$301K -$69.3K -1,288 -19%
BB
1468
Bell Bank
North Dakota
$301K -$2.74K -51 -0.9%
HP
1469
Hikari Power
Japan
$301K – – –
BFC
1470
Blue Fin Capital
Rhode Island
$300K -$31K -580 -9%
TWA
1471
TCI Wealth Advisors
Arizona
$300K -$9.03K -168 -3%
AF
1472
Affiance Financial
Minnesota
$299K -$19.7K -367 -6%
SFG
1473
Summit Financial Group
West Virginia
$299K -$6.98K -130 -2%
FIM
1474
Frontier Investment Management
Texas
$299K +$40.2K +748 +16%
EHC
1475
Everett Harris & Co
California
$298K +$5.85K +109 +2%
57 58
59
60 61