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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 %
AIC
1726
Archer Investment Corporation
Indiana
$164K – – –
BDWM
1727
Brewin Dolphin Wealth Management
Ireland
$163K – – –
RA
1728
Rational Advisors
New York
$159K -$190K -3,571 -54%
ALAM
1729
Asahi Life Asset Management
Japan
$158K -$408K -7,690 -72%
HFM
1730
Harvest Fund Management
China
$153K -$36.1K -847 -19%
BWM
1731
Baystate Wealth Management
Massachusetts
$149K -$93.9K -1,778 -39%
KPCM
1732
Kings Point Capital Management
New York
$148K +$23.7K +448 +19%
NEAM
1733
New England Asset Management
Connecticut
$147K – – –
SCM
1734
Silvant Capital Management
Georgia
$147K – – –
CA
1735
Centerpoint Advisors
Massachusetts
$146K – – –
IWP
1736
IAG Wealth Partners
Wisconsin
$146K +$146K +2,754 New
FMB
1737
Field & Main Bank
Kentucky
$144K – – –
CWP
1738
CFM Wealth Partners
Texas
$144K +$144K +2,603 New
WCG
1739
Weaver Consulting Group
California
$143K +$7.71K +140 +6%
NFG
1740
Next Financial Group
Texas
$139K -$208K -3,922 -60%
WLPWM
1741
Walled Lake Planning & Wealth Management
Illinois
$137K +$137K +2,594 New
RMAM
1742
Raab & Moskowitz Asset Management
New Jersey
$135K +$135K +2,565 New
RWG
1743
Regal Wealth Group
California
$134K +$8.82K +166 +7%
BL
1744
Balentine LLC
Georgia
$134K +$120K +2,270 +857%
PA
1745
Procyon Advisors
Connecticut
$134K +$134K +2,528 New
BAM
1746
Bellevue Asset Management
Washington
$133K +$133K +2,506 New
KWM
1747
Keebeck Wealth Management
Illinois
$133K +$133K +2,521 New
TF
1748
TimeScale Financial
Massachusetts
$132K – – –
APC
1749
Aspire Private Capital
North Carolina
$131K – – –
SFG
1750
Sowa Financial Group
Rhode Island
$127K +$127K +2,404 New
68 69
70
71 72