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Oracle
ORCL

Overview Fund Activity

1,789 hedge funds and large institutions have $74.6B invested in Oracle in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 569 increasing their positions, 921 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,789
Holders Change
-120
Holders Change %
-6.29%
% of All Funds
39.52%
Holding in Top 10
72
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+53.19%
% of All Funds
1.59%
New
89
Increased
569
Reduced
921
Closed
178
Calls
$772M
Puts
$609M
Net Calls
+$163M
Net Calls Change
+$293M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$280M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$198M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$188M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$139M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$101M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$770M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$449M
3
CSIA
Charles Schwab Investment Advisory
California
-$294M
4
BlackRock
BlackRock
New York
-$206M
5
BBHC
Brown Brothers Harriman & Co
New York
-$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
451
Private Asset Management
California
$6.16M -$88.5K -1,830 -1%
WSTAM
452
Wilbanks Smith & Thomas Asset Management
Virginia
$6.11M +$578K +11,962 +10%
SCM
453
Shelton Capital Management
Colorado
$6.04M -$492K -10,170 -8%
SGA
454
Strategic Global Advisors
California
$6.01M -$206K -4,266 -3%
M
455
MOTCO
Texas
$5.96M +$161K +3,333 +3%
CCM
456
Cohen Capital Management
California
$5.91M – – –
ADEF
457
Adams Diversified Equity Fund
Maryland
$5.91M – – –
RCM
458
RNC Capital Management
California
$5.85M -$2.32K -48 -0%
SWP
459
Stratos Wealth Partners
Ohio
$5.81M -$296K -6,122 -5%
WJWM
460
Williams Jones Wealth Management
New York
$5.76M -$304K -6,300 -5%
CAC
461
Core Alternative Capital
Georgia
$5.73M +$3.83M +79,144 +201%
LC
462
Lunia Capital
Texas
$5.71M +$5.71M +118,122 New
BDS
463
Banco de Sabadell
Florida
$5.7M +$845K +16,952 +17%
HCM
464
Harvey Capital Management
Florida
$5.68M +$512K +10,600 +10%
MBTD
465
Mechanics Bank - Trust Department
California
$5.62M +$23.4K +485 +0.4%
EWA
466
Exencial Wealth Advisors
Oklahoma
$5.61M +$101K +2,098 +2%
BCAM
467
Boston Common Asset Management
Massachusetts
$5.58M +$7.93K +164 +0.1%
V
468
Veritable
Delaware
$5.56M -$409K -8,463 -7%
CRCM
469
Crystal Rock Capital Management
Illinois
$5.52M -$94.2K -1,950 -2%
DWM
470
Dorchester Wealth Management
Quebec, Canada
$5.51M +$358K +7,400 +7%
PFP
471
Pinnacle Financial Partners
Tennessee
$5.5M +$300K +6,212 +6%
Nomura Holdings
472
Nomura Holdings
Japan
$5.48M +$2.99M +60,045 +120%
SCM
473
Snow Capital Management
Pennsylvania
$5.45M -$660K -13,659 -11%
FVCM
474
F&V Capital Management
Florida
$5.4M +$311K +6,430 +6%
FPCG
475
Fort Pitt Capital Group
Pennsylvania
$5.39M +$567K +11,733 +12%
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