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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 %
FFG
1651
Frisch Financial Group
New York
$227K +$11.7K +221 +5%
DPI
1652
Diversified Portfolios Inc
Michigan
$225K – – –
BWA
1653
Burt Wealth Advisors
Maryland
$224K – – –
KP
1654
Keel Point
Alabama
$224K +$5.25K +99 +2%
RIA
1655
Realta Investment Advisors
Delaware
$224K +$126K +2,250 +129%
EWM
1656
Executive Wealth Management
Michigan
$223K -$10.5K -199 -5%
EGA
1657
E&G Advisors
Texas
$223K +$15.9K +300 +8%
MNG
1658
Manning & Napier Group
New York
$223K +$223K +4,211 New
PL
1659
Parthenon LLC
Kentucky
$222K – – –
CG
1660
Cynosure Group
Utah
$222K – – –
CSWG
1661
Cardinal Strategic Wealth Guidance
Kentucky
$222K +$222K +4,187 New
CWA
1662
Clarity Wealth Advisors
California
$222K +$222K +4,209 New
VWM
1663
Vigilare Wealth Management
Arizona
$221K +$221K +4,165 New
MPCG
1664
Matrix Private Capital Group
New York
$220K +$220K +4,159 New
GFPC
1665
Global Financial Private Client
Florida
$220K +$220K +4,147 New
HWMG
1666
Hurlow Wealth Management Group
Indiana
$219K – – –
JGUA
1667
John G. Ullman & Associates
New York
$219K – – –
AWA
1668
ARS Wealth Advisors
Florida
$218K -$35.6K -672 -14%
CM
1669
Capital Management
Virginia
$218K – – –
RPWA
1670
Regent Peak Wealth Advisors
Georgia
$218K +$218K +4,125 New
S
1671
SimplyRich
California
$217K – – –
SCG
1672
Sonata Capital Group
Washington
$217K – – –
HS
1673
HighVista Strategies
Massachusetts
$217K +$217K +4,100 New
IA
1674
Independence Advisors
Pennsylvania
$216K – – –
PWM
1675
Perigon Wealth Management
California
$216K +$7.04K +130 +3%
65 66
67
68 69