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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 %
PAS
1476
Professional Advisory Services
Florida
$342K – – –
AIM
1477
Aspen Investment Management
Michigan
$339K -$58.3K -1,100 -15%
GLI
1478
Guardian Life Insurance
New York
$338K -$3.34K -63 -1%
EP
1479
Eudaimonia Partners
Tennessee
$337K +$337K +6,366 New
EM
1480
Excalibur Management
Massachusetts
$336K +$336K +6,337 New
VAM
1481
Verity Asset Management
North Carolina
$335K -$38.5K -725 -10%
GKWIM
1482
Gerber Kawasaki Wealth & Investment Management
California
$335K – – –
JWM
1483
JGP Wealth Management
Oregon
$335K – – –
ATPW
1484
Ashton Thomas Private Wealth
Arizona
$333K -$6.04K -114 -2%
LDFR
1485
Lehman & Derafelo Financial Resources
Pennsylvania
$333K +$318 +6 +0.1%
PWMG
1486
Prestige Wealth Management Group
New Jersey
$332K -$953 -18 -0.3%
PCM
1487
Pointe Capital Management
Michigan
$332K – – –
PHAM
1488
Palisades Hudson Asset Management
Florida
$331K – – –
FWCM
1489
Ferguson Wellman Capital Management
Oregon
$331K +$2.96K +56 +0.9%
DIP
1490
DT Investment Partners
Pennsylvania
$331K +$331K +6,252 New
TW
1491
TrinityPoint Wealth
Connecticut
$329K – – –
PAS
1492
Partnervest Advisory Services
California
$328K -$18.4K -347 -5%
MF
1493
Manchester Financial
California
$328K – – –
WA
1494
Wambolt & Associates
Colorado
$328K +$530 +10 +0.2%
SFG
1495
SNS Financial Group
Minnesota
$327K – – –
WA
1496
Wheatland Advisors
Pennsylvania
$326K -$53 -1 -0%
CAM
1497
Claret Asset Management
Quebec, Canada
$325K -$77.4K -1,460 -19%
REMPR
1498
Roof Eidam Maycock Peralta (REMP)
California
$325K – – –
CCP
1499
Clarkston Capital Partners
Michigan
$325K – – –
BC
1500
Burleson & Co
California
$325K +$493 +9 +0.2%
58 59
60
61 62