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Oracle
ORCL

Overview Fund Activity

1,790 hedge funds and large institutions have $93.4B invested in Oracle in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 636 increasing their positions, 796 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,790
Holders Change
-21
Holders Change %
-1.16%
% of All Funds
39.31%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.56%
New
92
Increased
636
Reduced
796
Closed
100
Calls
$745M
Puts
$989M
Net Calls
-$244M
Net Calls Change
+$557M

Top Buyers

1
APG Asset Management
APG Asset Management
Netherlands
+$218M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$189M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$144M
4
Victory Capital Management
Victory Capital Management
Texas
+$124M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$119M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.69B
2
BlackRock
BlackRock
New York
-$654M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$523M
4
Citigroup
Citigroup
New York
-$367M
5
State Street
State Street
Massachusetts
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1576
Executive Wealth Management
Michigan
$242K +$22.8K +416 +10%
NFG
1577
NewFocus Financial Group
Washington
$239K -$37.4K -679 -14%
EWM
1578
Evermay Wealth Management
Virginia
$239K +$8.27K +150 +4%
VBFG
1579
Vishria Bird Financial Group
Tennessee
$239K +$239K +4,336 New
AW
1580
Alpha Windward
Massachusetts
$238K +$276 +5 +0.1%
NCM
1581
Noesis Capital Mangement
Florida
$237K – – –
IIC
1582
Ironwood Investment Counsel
Arizona
$237K +$34.1K +620 +17%
DW
1583
Domani Wealth
Pennsylvania
$235K – – –
WDA
1584
Wendell David Associates
New Hampshire
$234K – – –
DPI
1585
Diversified Portfolios Inc
Michigan
$234K – – –
SHA
1586
Seneca House Advisors
Virginia
$234K +$550 +10 +0.2%
BWA
1587
Burt Wealth Advisors
Maryland
$233K – – –
CAAS
1588
Capital Asset Advisory Services
Michigan
$231K – – –
CG
1589
Cynosure Group
Utah
$230K -$81.3K -1,478 -26%
PL
1590
Parthenon LLC
Kentucky
$230K +$4.67K +85 +2%
JF
1591
JSF Financial
California
$229K +$4.74K +86 +2%
CM
1592
Capital Management
Virginia
$227K -$3.53K -64 -2%
KP
1593
Keel Point
Alabama
$227K -$2.59K -47 -1%
JGUA
1594
John G. Ullman & Associates
New York
$227K +$11.7K +212 +5%
OCM
1595
One Capital Management
California
$226K -$5.5K -100 -2%
HWMG
1596
Hurlow Wealth Management Group
Indiana
$226K – – –
SCG
1597
Sonata Capital Group
Washington
$226K – – –
IA
1598
Independence Advisors
Pennsylvania
$225K -$55.1K -1,000 -20%
BWCS
1599
Beirne Wealth Consulting Services
Connecticut
$224K – – –
OIWM
1600
OptiFour Integrated Wealth Management
Virginia
$223K -$24.4K -443 -10%
62 63
64
65 66