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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 %
BCI
1776
Brinker Capital Investments
Pennsylvania
$91K – – –
AWM
1777
AllSquare Wealth Management
New York
$87K – – –
QAM
1778
QCI Asset Management
New York
$86K +$6.01K +113 +8%
EWP
1779
Engrave Wealth Partners
Texas
$86K +$86K +1,638 New
LTI
1780
Laffer Tengler Investments
Tennessee
$85.8K +$85.8K +1,619 New
AWA
1781
Arkadios Wealth Advisors
Georgia
$84.5K +$84.5K +1,527 New
JGIA
1782
Jackson Grant Investment Advisers
Connecticut
$83K +$266 +5 +0.3%
SWM
1783
Sugarloaf Wealth Management
Georgia
$83K +$83K +1,567 New
PA
1784
PSI Advisors
Florida
$83K +$83K +1,583 New
TFGT
1785
TS Financial Group (TSFG)
Illinois
$81K +$1.11K +21 +1%
TAIM
1786
TD Ameritrade Investment Management
Nebraska
$81K +$3.95K +75 +5%
MRCM
1787
M&R Capital Management
New Jersey
$80K – – –
PCFFS
1788
Pacific Center for Financial Services
California
$80K – – –
TFS
1789
TrustCore Financial Services
Tennessee
$79K -$4K -76 -5%
PR
1790
Payden & Rygel
California
$79K – – –
TC
1791
Trust Company
Kansas
$79K – – –
HWM
1792
Howard Wealth Management
Connecticut
$79K +$79K +1,495 New
HCA
1793
Horan Capital Advisors
Ohio
$78K – – –
CIM
1794
Contravisory Investment Management
Massachusetts
$77K +$8.1K +152 +12%
CFFP
1795
Center for Financial Planning
Michigan
$77K +$77K +1,455 New
EWM
1796
EPG Wealth Management
Georgia
$73K +$73K +1,381 New
IIA
1797
ICW Investment Advisors
Arizona
$73K +$73K +1,385 New
BAMG
1798
Brand Asset Management Group
Missouri
$72K – – –
KC
1799
Knuff & Co
California
$69K – – –
TFO
1800
Tarbox Family Office
California
$68K -$2.88K -54 -4%
70 71
72
73 74