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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 %
W
1626
Wealthquest
Ohio
$237K – – –
CAM
1627
Congress Asset Management
Massachusetts
$237K +$3.76K +71 +2%
JF
1628
JSF Financial
California
$237K +$17.1K +323 +8%
FA
1629
Financial Advisors
Massachusetts
$236K – – –
RF
1630
RHS Financial
California
$236K – – –
MSAM
1631
Moloney Securities Asset Management
Missouri
$236K +$159 +3 +0.1%
EH
1632
Equitable Holdings
New York
$236K +$236K +4,458 New
FSA
1633
Fort Sheridan Advisors
Illinois
$235K – – –
IC
1634
InterOcean Capital
Illinois
$235K +$235K +4,445 New
SC
1635
Steph & Co
Wisconsin
$234K +$234K +4,411 New
MPPLM
1636
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$231K -$199K -4,709 -46%
SGK
1637
Steigerwald Gordon & Koch
Virginia
$231K +$231K +4,364 New
CWS
1638
Cypress Wealth Services
California
$230K -$6.63K -125 -3%
VBFG
1639
Vishria Bird Financial Group
Tennessee
$230K – – –
KF
1640
Krilogy Financial
Missouri
$230K +$230K +4,332 New
IAN
1641
Integrated Advisors Network
Texas
$230K +$230K +4,346 New
TSS
1642
Two Sigma Securities
New York
$229K -$216K -4,082 -49%
CPC
1643
Congress Park Capital
New York
$229K -$135K -2,550 -37%
HFA
1644
High Falls Advisors
New York
$229K -$23.6K -446 -9%
EWM
1645
Evermay Wealth Management
Virginia
$229K -$1.06K -20 -0.5%
AW
1646
Alpha Windward
Massachusetts
$229K +$265 +5 +0.1%
NCM
1647
Noesis Capital Mangement
Florida
$228K – – –
HFRG
1648
Houlihan Financial Resource Group
Virginia
$228K +$228K +4,300 New
HWA
1649
Heartwood Wealth Advisors
Virginia
$228K +$228K +4,305 New
SHA
1650
Seneca House Advisors
Virginia
$227K +$903 +17 +0.4%
64 65
66
67 68