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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 %
SFSIG
1751
San Francisco Sentry Investment Group
California
$123K -$9.55K -180 -7%
SBL
1752
Sargent Bickham Lagudis
Colorado
$121K +$17.2K +325 +17%
VNA
1753
Valley National Advisers
Pennsylvania
$121K +$20.3K +385 +20%
PCIA
1754
Prime Capital Investment Advisors
Kansas
$120K +$1.38K +26 +1%
HI
1755
Human Investing
Oregon
$118K +$17.1K +323 +17%
JWA
1756
JFS Wealth Advisors
Pennsylvania
$116K -$7.1K -134 -6%
VCM
1757
Versant Capital Management
Arizona
$116K -$6.21K -118 -5%
EWM
1758
Edge Wealth Management
New York
$111K – – –
VCM
1759
Vigilant Capital Management
Maine
$111K +$106K +2,000 +2,247%
LFG
1760
LifePlan Financial Group
Ohio
$110K +$5.3K +100 +5%
SSWG
1761
Seven Springs Wealth Group
Tennessee
$110K +$110K +2,068 New
CA
1762
Crewe Advisors
Utah
$109K +$3.24K +61 +3%
MS
1763
Mizuho Securities
Japan
$106K – – –
VCP
1764
Verus Capital Partners
Arizona
$104K +$104K +1,956 New
POIA
1765
Pin Oak Investment Advisors
Texas
$101K -$220K -4,151 -68%
VLKIM
1766
Van Lanschot Kempen Investment Management
Netherlands
$100K – – –
AP
1767
Americana Partners
Texas
$99K +$99K +1,886 New
FP
1768
Financial Perspectives
Minnesota
$96.2K +$96.2K +1,815 New
CYG
1769
Clean Yield Group
Vermont
$96K – – –
ME
1770
McIlrath & Eck
Washington
$96K – – –
MWP
1771
Meridian Wealth Partners
Pennsylvania
$96K +$96K +1,816 New
JPLA
1772
Joseph P. Lucia & Associates
New York
$95K – – –
1IA
1773
1834 Investment Advisors
Wisconsin
$94K +$8.83K +167 +10%
ST
1774
Sageworth Trust
Pennsylvania
$93K -$182K -3,434 -66%
AA
1775
AlphaMark Advisors
Kentucky
$91K – – –
69 70
71
72 73