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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 %
CMI
1701
Clare Market Investments
Texas
$206K +$583 +11 +0.3%
MFG
1702
Merit Financial Group
Georgia
$204K +$204K +3,847 New
BMM
1703
Buffington Mohr McNeal
Idaho
$203K +$203K +3,830 New
RG
1704
Rathbones Group
United Kingdom
$203K +$203K +3,831 New
ATC
1705
Adirondack Trust Company
New York
$202K +$16.8K +320 +9%
WQ
1706
Wealth Quarterback
New Jersey
$202K +$202K +4,535 New
GCM
1707
Gladius Capital Management
Illinois
$201K -$12.6M -236,994 -98%
AAM
1708
Autus Asset Management
Arizona
$201K – – –
CAMG
1709
CWA Asset Management Group
Florida
$200K +$200K +3,774 New
RBC
1710
Roble Belko & Company
Pennsylvania
$196K – – –
DOA
1711
D'Orazio & Associates
Virginia
$195K +$106 +2 +0.1%
GEA
1712
Glen Eagle Advisors
New Jersey
$194K -$5.3K -100 -3%
LWCFA
1713
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K -$83.5K -1,576 -31%
ECM
1714
Estabrook Capital Management
New York
$186K – – –
LJHT
1715
Laurie J. Hall Trustee
$185K – – –
WPA
1716
West Paces Advisors
Georgia
$185K +$54.3K +1,024 +42%
RAM
1717
Riggs Asset Management
Pennsylvania
$184K -$318 -6 -0.2%
IF
1718
Ironwood Financial
Arizona
$184K – – –
TCWM
1719
Total Clarity Wealth Management
Illinois
$182K +$182K +3,433 New
FBT
1720
First Bank & Trust
South Dakota
$180K -$1.54K -29 -0.8%
HI
1721
Hudock Inc
Pennsylvania
$176K +$323 +6 +0.2%
IUHSA
1722
Itau Unibanco Holding S.A.
Brazil
$176K +$176K +3,316 New
KFS
1723
Kelly Financial Services
Massachusetts
$176K -$5.19K -98 -3%
PCA
1724
Peddock Capital Advisors
Massachusetts
$172K +$172K +3,247 New
BCA
1725
Berman Capital Advisors
Georgia
$167K -$12.7K -241 -7%
67 68
69
70 71