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Oracle
ORCL

Overview Fund Activity

1,798 hedge funds and large institutions have $98.9B invested in Oracle in 2019 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 514 increasing their positions, 898 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,798
Holders Change
+33
Holders Change %
+1.87%
% of All Funds
38.98%
Holding in Top 10
69
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.86%
% of All Funds
1.5%
New
154
Increased
514
Reduced
898
Closed
102
Calls
$820M
Puts
$923M
Net Calls
-$103M
Net Calls Change
+$137M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
+$255M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$235M
3
Legal & General Group
Legal & General Group
United Kingdom
+$131M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$120M
5
JIM
Jupiter Investment Management
United Kingdom
+$79M

Top Sellers

1
VAM
Veritas Asset Management
United Kingdom
-$340M
2
Morgan Stanley
Morgan Stanley
New York
-$302M
3
Harris Associates
Harris Associates
Illinois
-$269M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$258M
5
Millennium Management
Millennium Management
New York
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
1726
Alpha Omega Wealth Management
Virginia
$38K -$21.7K -400 -36%
FFW
1727
Fusion Family Wealth
New York
$38K – – –
CMO
1728
Covenant Multifamily Offices
Texas
$35K +$35K +650 New
GCM
1729
Gables Capital Management
Florida
$32K -$16K -300 -33%
SQA
1730
Simon Quick Advisors
New Jersey
$32K – – –
MWC
1731
MBM Wealth Consultants
Missouri
$32K – – –
RFM
1732
Royal Fund Management
Florida
$32K – – –
IRC
1733
Investors Research Corp
Georgia
$30K +$30K +567 New
AA
1734
Advisory Alpha
Michigan
$28.7K +$28.7K +529 New
MFT
1735
Moisand Fitzgerald Tamayo
Florida
$28K – – –
IWA
1736
Intercontinental Wealth Advisors
Texas
$28K – – –
1NWS
1737
1 North Wealth Services
Maryland
$28K +$868 +16 +3%
CCMW
1738
Cypress Capital Management (Wyoming)
Wyoming
$27K -$2.43K -45 -8%
MCA
1739
Mercer Capital Advisers
New Jersey
$27K – – –
MA
1740
MCF Advisors
Kentucky
$27K – – –
EI
1741
Ellevest Inc
New York
$27K – – –
SL
1742
Salomon & Ludwin
Virginia
$26K +$2.54K +47 +11%
TIM
1743
Tortoise Investment Management
New York
$22K – – –
NCM
1744
New Capital Management
Texas
$22K +$5.7K +107 +35%
AWMS
1745
Advocacy Wealth Management Services
Georgia
$21K -$5.37K -100 -20%
OFW
1746
Omnia Family Wealth
Florida
$21K – – –
CPA
1747
Cowen Prime Advisors
New York
$21K – – –
LA
1748
Legacy Advisors
Pennsylvania
$21K +$21K +400 New
GWMIA
1749
Global Wealth Management Investment Advisory
Florida
$20K – – –
FA
1750
Fortis Advisors
Pennsylvania
$20K – – –
68 69
70
71 72