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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 %
AA
1526
Alesco Advisors
New York
$300K +$19.9K +375 +7%
GA
1527
Geller Advisors
New York
$299K -$72.9K -1,376 -20%
CIC
1528
Carnegie Investment Counsel
Ohio
$299K +$19.3K +365 +7%
VCAM
1529
Van Cleef Asset Management
Ohio
$298K – – –
TWA
1530
TCI Wealth Advisors
Arizona
$298K +$9.66K +182 +3%
CAM
1531
Cidel Asset Management
Ontario, Canada
$297K -$162K -3,060 -35%
LC
1532
Loews Corp
New York
$296K -$157K -2,954 -35%
AIM
1533
AIA Investment Management
Singapore
$296K -$33.4K -630 -10%
EHC
1534
Everett Harris & Co
California
$294K – – –
RCM
1535
Radnor Capital Management
Pennsylvania
$293K – – –
GIA
1536
Gladstone Institutional Advisory
Florida
$293K +$3.39K +64 +1%
SW
1537
SlateStone Wealth
Florida
$292K -$181K -3,420 -38%
PVWM
1538
Point View Wealth Management
New Jersey
$292K -$18.3K -345 -6%
BPB
1539
Badgley, Phelps & Bell
Washington
$292K +$23.3K +439 +9%
BCWM
1540
Blue Chip Wealth Management
Florida
$291K -$53 -1 -0%
B
1541
Brightworth
Georgia
$291K +$14.1K +267 +5%
OR
1542
Olympiad Research
Connecticut
$291K +$291K +5,493 New
VIM
1543
Vista Investment Management
Pennsylvania
$290K +$4.98K +94 +2%
AF
1544
Affiance Financial
Minnesota
$288K – – –
BWP
1545
BSW Wealth Partners
Colorado
$288K +$17.6K +332 +7%
RP
1546
Riverbridge Partners
Minnesota
$287K – – –
TCOK
1547
Trust Company of Kansas
Kansas
$287K +$287K +5,420 New
APW
1548
Acima Private Wealth
Virginia
$286K +$26.5K +500 +10%
PFG
1549
PAX Financial Group
Texas
$286K +$286K +5,161 New
PFA
1550
Plotkin Financial Advisors
Maryland
$286K +$286K +5,398 New
60 61
62
63 64