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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 %
RWM
1451
RKL Wealth Management
Pennsylvania
$358K -$1.43K -27 -0.4%
FNBTCON
1452
First National Bank & Trust Co of Newtown
Pennsylvania
$358K – – –
KFI
1453
Key Financial Inc
Pennsylvania
$358K +$358K +6,753 New
IA
1454
IFG Advisory
Georgia
$356K -$402K -7,600 -53%
BIC
1455
Beach Investment Counsel
Pennsylvania
$355K – – –
JCM
1456
Jacobi Capital Management
Pennsylvania
$354K +$229K +4,310 +182%
EW
1457
Evoke Wealth
California
$351K -$325K -6,134 -48%
WG
1458
Welch Group
Alabama
$351K -$8.94K -169 -2%
BBA
1459
BLB&B Advisors
Pennsylvania
$351K +$5.29K +100 +2%
TIA
1460
Traphagen Investment Advisors
New Jersey
$350K +$106 +2 +0%
BEAM
1461
Baker Ellis Asset Management
Washington
$350K -$53K -1,000 -13%
JA
1462
JOYN Advisors
Georgia
$350K -$23.6K -445 -6%
KLWA
1463
Kelly Lawrence W & Associates
California
$350K – – –
MFG
1464
Magnus Financial Group
New York
$349K -$53.8K -1,016 -13%
CA
1465
Cornerstone Advisory
Maryland
$349K +$848 +16 +0.2%
AGM
1466
Alpine Global Management
New York
$349K +$349K +6,582 New
SAM
1467
S.A. Mason
Michigan
$348K +$348K +6,571 New
PTP
1468
Platform Technology Partners
New York
$348K +$348K +6,572 New
BPA
1469
Beacon Pointe Advisors
California
$347K -$135K -2,536 -28%
LF
1470
Lee Financial
Texas
$346K – – –
CONA
1471
Capital One National Association
New York
$346K +$346K +6,539 New
CM
1472
Capula Management
Cayman Islands
$344K -$355K -6,706 -51%
GAM
1473
Gemmer Asset Management
California
$344K +$583 +11 +0.2%
HB
1474
Homrich & Berg
Georgia
$344K +$80K +1,510 +30%
EF
1475
Empirical Finance
Pennsylvania
$342K -$1.27K -24 -0.4%
57 58
59
60 61