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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 %
HIC
1501
Hartline Investment Corp
Illinois
$323K +$10.6K +200 +3%
AWM
1502
Aberdeen Wealth Management
Illinois
$321K +$321K +6,062 New
PP
1503
Patten & Patten
Tennessee
$320K -$23K -434 -7%
CL
1504
Choreo LLC
Illinois
$318K +$15.3K +288 +5%
KTC
1505
Kistler-Tiffany Companies
Pennsylvania
$316K -$26.5K -500 -8%
LCM
1506
LVM Capital Management
Michigan
$316K -$26K -490 -8%
OSNBOA
1507
Old Second National Bank of Aurora
Illinois
$316K – – –
VPI
1508
Value Partners Investments
Manitoba, Canada
$314K +$314K +5,930 New
PP
1509
PDS Planning
Ohio
$313K +$10.7K +202 +4%
RPC
1510
Rossmore Private Capital
Connecticut
$313K +$117K +2,212 +60%
AIM
1511
Alhambra Investment Management
Florida
$313K +$313K +5,900 New
KFGK
1512
Keystone Financial Group (Kentucky)
Kentucky
$312K – – –
BI
1513
Ballast Inc
Kentucky
$310K -$31.7K -600 -9%
BRWM
1514
B. Riley Wealth Management
Tennessee
$309K – – –
RZH
1515
Relyea Zuckerberg Hanson
Connecticut
$309K +$309K +5,834 New
DAC
1516
Dividend Assets Capital
South Carolina
$307K +$6.62K +125 +2%
GI
1517
Gradient Investments
Minnesota
$307K +$218K +4,116 +246%
EDRH
1518
Edmond de Rothschild Holding
Switzerland
$305K -$507K -9,600 -62%
TAM
1519
Townsend Asset Management
North Carolina
$303K +$303K +5,723 New
SWP
1520
Strategic Wealth Partners
Ohio
$302K -$84.3K -1,592 -22%
FHC
1521
First Heartland Consultants
Missouri
$302K -$106 -2 -0%
HFG
1522
Heron Financial Group
New York
$302K +$302K +5,470 New
HHGA
1523
Halbert Hargrove Global Advisors
California
$301K -$43.6K -823 -13%
HC
1524
Hamilton Capital
Ohio
$301K +$301K +5,685 New
SIM
1525
SSI Investment Management
California
$300K -$1.06K -20 -0.4%
59 60
61
62 63