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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
$1.27B
2
Morgan Stanley
Morgan Stanley
New York
$551M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$779M
4
Macquarie Group
Macquarie Group
Australia
$876M
5
SSM
Sound Shore Management
Connecticut
$114M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$11.3M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$556M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$838M
4
BlackRock
BlackRock
New York
$8.32B
5
Northern Trust
Northern Trust
Illinois
$1.74B
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
1851
Salomon & Ludwin
Virginia
$22K -$1.01K -19 -4%
NCM
1852
New Capital Management
Texas
$22K – – –
TIM
1853
Tortoise Investment Management
New York
$22K – – –
CPA
1854
Cowen Prime Advisors
New York
$21K – – –
AWM
1855
Atticus Wealth Management
Florida
$21K +$21K +400 New
EWA
1856
Evolution Wealth Advisors
Florida
$19K +$19K +366 New
CAM
1857
Columbia Asset Management
Michigan
$16.4K – – –
GWMIA
1858
Global Wealth Management Investment Advisory
Florida
$16K -$3.57K -67 -18%
FEG
1859
Financial Enhancement Group
Indiana
$16K -$525 -10 -3%
EIP
1860
Ellis Investment Partners
Pennsylvania
$16K +$52 +1 +0.3%
PFGIA
1861
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$6.55K +124 +69%
DI
1862
Disciplined Investments
Oklahoma
$16K +$16K +304 New
ANBT
1863
American National Bank & Trust
Texas
$15K – – –
OAJ
1864
Ogorek Anthony Joseph
New York
$15K +$10.3K +205 +220%
FAM
1865
Fred Alger Management
New York
$14K -$46.5K -854 -77%
SIAS
1866
Shine Investment Advisory Services
Colorado
$14K +$14K +256 New
CP
1867
Corbenic Partners
Pennsylvania
$14K +$14K +260 New
WB
1868
West Bancorporation
Iowa
$14K +$14K +264 New
JWBC
1869
John W. Brooker & Co
California
$14K +$14K +270 New
WCMN
1870
Westchester Capital Management (Nebraska)
Nebraska
$13K – – –
SA
1871
SRH Advisors
Kansas
$13K – – –
LWM
1872
Lionsbridge Wealth Management
Florida
$13K +$13K +248 New
ICM
1873
Islay Capital Management
Texas
$13K +$13K +250 New
CAM
1874
ClariVest Asset Management
California
$12K -$374K -7,040 -97%
HWM
1875
Holloway Wealth Management
Florida
$11K -$11K – –
73 74
75
76 77