Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in ORCL across featured managers — New / Exit / Add / Reduce.

ticker ORCL holders clear

12 managers with a move of 137 featured filed through 14 Aug 12 shown managers newest 13Fs

ORCL · all sizes

12 shown
New 2 Exit 1 Add 1 Reduce 8 all moves 12
all time today 7d 14d
≥1 pp all sizes
reset

12 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 5
ORCL Exit Estuary Capital Management −6.46 pp was 6.5% Q1→Q2
ORCL Reduce Hillman Capital Management −0.43 pp −28.6% sh Q1→Q2
ORCL Reduce Mairs & Power −0.03 pp −55.6% sh Q1→Q2
ORCL Reduce Bill Nygren / Oakmark - Harris Associates L P −0.02 pp −12.1% sh Q1→Q2
ORCL Reduce John Rogers - Ariel Investments −0.01 pp −16.1% sh Q1→Q2
13 Aug 1
ORCL Reduce Thomas Russo - Gardner Russo & Quinn 0.00 pp −24.6% sh Q1→Q2
12 Aug 1
ORCL New Harry Burn - Sound Shore Management +2.05 pp opened 2.1% Q1→Q2
11 Aug 1
ORCL Reduce Christopher Davis - Davis Selected Advisers −0.01 pp −6.8% sh Q1→Q2
7 Aug 1
ORCL New Richard Pzena - Pzena Investment Management 0.00 pp opened <0.01% Q1→Q2
5 Aug 1
ORCL Add First Eagle Investment Management +0.44 pp +1.0% sh Q1→Q2
4 Aug 1
ORCL Reduce Polen Capital Management −0.60 pp −28.9% sh Q1→Q2
29 Jul 1
ORCL Reduce William Von Mueffling - Cantillon Capital Management +1.07 pp −91.8% sh Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home