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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 %
CFSG
1601
Community Financial Services Group
Vermont
$254K -$11.1K -210 -4%
CCM
1602
Condor Capital Management
New Jersey
$253K +$6.89K +130 +3%
WWM
1603
Western Wealth Management
Colorado
$249K -$61.1K -1,152 -20%
GWAG
1604
Garrett Wealth Advisory Group
Texas
$249K -$7.58K -143 -3%
WIC
1605
Wilkins Investment Counsel
Massachusetts
$249K – – –
CFD
1606
Creative Financial Designs
Indiana
$248K – – –
ANTB
1607
AMG National Trust Bank
Colorado
$248K – – –
HWA
1608
Heritage Wealth Advisors
Virginia
$248K +$8.85K +167 +4%
HFA
1609
Huber Financial Advisors
Illinois
$247K – – –
WI
1610
Wedgewood Investors
Pennsylvania
$246K – – –
CA
1611
Cumberland Advisors
Florida
$245K -$38.1K -717 -13%
WAM
1612
Weiss Asset Management
Massachusetts
$245K -$21.1K -398 -8%
BA
1613
Ballast Advisors
Minnesota
$245K +$245K +4,615 New
IIC
1614
Ironwood Investment Counsel
Arizona
$244K +$16.5K +312 +7%
NC
1615
Noked Capital
Israel
$244K +$244K +4,600 New
NI
1616
Noked Israel
Israel
$244K +$244K +4,600 New
WA
1617
Waverly Advisors
Alabama
$243K -$5.31K -97 -2%
CHA
1618
Carmichael Hill & Associates
Maryland
$243K – – –
DAS
1619
Dynamic Advisor Solutions
Arizona
$242K -$10.5K -198 -4%
CCG
1620
Chatham Capital Group
Georgia
$242K -$6.64K -125 -3%
CPIA
1621
Cornell Pochily Investment Advisors
New York
$241K -$2.65K -50 -1%
SWM
1622
SVA Wealth Management
Wisconsin
$240K -$274K -5,169 -53%
P
1623
&Partners
Tennessee
$239K – – –
WKWM
1624
Walter & Keenan Wealth Management
Indiana
$238K – – –
SFFS
1625
Stonehage Fleming Financial Services
Jersey
$238K – – –
63 64
65
66 67