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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 %
BCA
1876
Bray Capital Advisors
Florida
$11K – – –
RIA
1877
RPG Investment Advisory
California
$11K – – –
SWM
1878
Selective Wealth Management
Virginia
$11K – – –
FCH
1879
Freestone Capital Holdings
Washington
$10.3K +$1.14K +21,419 +12%
MFT
1880
Moisand Fitzgerald Tamayo
Florida
$10K -$9.42K -178 -49%
GSC
1881
G&S Capital
Colorado
$9K – – –
WCM
1882
Wealthcare Capital Management
Virginia
$9K +$7.73K +140 +609%
NL
1883
NVWM LLC
Pennsylvania
$8K – – –
PWP
1884
Personal Wealth Partners
Minnesota
$8K – – –
CA
1885
CXI Advisors
Indiana
$8K +$8K +156 New
HWM
1886
HighMark Wealth Management
Minnesota
$8K +$8K +162 New
TA
1887
TFG Advisers
Michigan
$7K +$7K +140 New
GC
1888
Globeflex Capital
California
$6K – – –
DTIM
1889
Danda Trouve Investment Management
Kansas
$6K +$6K +114 New
LP
1890
LMR Partners
United Kingdom
$5.88K +$5.88K +111,041 New
CCM
1891
Cribstone Capital Management
Maine
$5K -$8.02K -146 -62%
AIM
1892
Astor Investment Management
Illinois
$5K – – –
SIS
1893
Sound Income Strategies
Florida
$5K – – –
1W
1894
1776 Wealth
Georgia
$5K +$5K +100 New
LFG
1895
Larson Financial Group
Missouri
$4K -$6.96K -120 -63%
QCMC
1896
Quantum Capital Management (California)
California
$3K – – –
LWA
1897
Lenox Wealth Advisors
New York
$3K +$1.35K +23 +82%
RG
1898
Retirement Group
California
$3K +$3K +48 New
UOTTAIMCU
1899
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3K +$3K +50 New
CMA
1900
Cedar Mountain Advisors
Oregon
$2K +$2K +38 New
74 75
76
77 78