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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 %
DCM
1951
Driehaus Capital Management
Illinois
– -$336K -6,108 Closed
HPC
1952
Hobart Private Capital
North Carolina
– -$293K -5,326 Closed
BMO
1953
Beck Mack & Oliver
New York
– -$287K -5,215 Closed
TAM
1954
Taurus Asset Management
New York
– -$253K -4,600 Closed
PTC
1955
Petrus Trust Company
Texas
– -$250K -4,548 Closed
QCM
1956
Quantinno Capital Management
New York
– -$245K -4,450 Closed
WDA
1957
Wendell David Associates
New Hampshire
– -$234K -4,254 Closed
OCM
1958
One Capital Management
California
– -$226K -4,113 Closed
BWCS
1959
Beirne Wealth Consulting Services
Connecticut
– -$224K -4,078 Closed
FIA
1960
Foundations Investment Advisors
Arizona
– -$219K -4,058 Closed
PAM
1961
Premier Asset Management
Illinois
– -$222K -4,029 Closed
WIP
1962
Wellesley Investment Partners
Massachusetts
– -$220K -3,996 Closed
PG
1963
Patten Group
Tennessee
– -$219K -3,986 Closed
JT
1964
Jump Trading
Illinois
– -$217K -3,952 Closed
VA
1965
Valmark Advisers
Ohio
– -$212K -3,846 Closed
FCBT
1966
First Citizens Bank & Trust
North Carolina
– -$212K -3,845 Closed
FAIM
1967
Financial Advocates Investment Management
Washington
– -$209K -3,802 Closed
JCM
1968
Janney Capital Management
Pennsylvania
– -$208K -3,785 Closed
WAG
1969
Winthrop Advisory Group
Massachusetts
– -$205K -3,734 Closed
AFM
1970
Andesa Financial Management
Pennsylvania
– -$207K -3,716 Closed
PC
1971
Port Capital
Illinois
– -$203K -3,686 Closed
WTFG
1972
Wells Trecaso Financial Group
Ohio
– -$202K -3,672 Closed
RW
1973
REDW Wealth
New Mexico
– -$201K -3,655 Closed
BCM
1974
BTC Capital Management
Iowa
– -$201K -3,650 Closed
OFS
1975
Orrstown Financial Services
Pennsylvania
– -$181K -3,464 Closed
76 77 78
79
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