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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 %
LM
676
Lincluden Management
Ontario, Canada
$2.51M +$465K +9,630 +23%
IRF
677
IBM Retirement Fund
New York
$2.51M +$867K +17,928 +53%
AF
678
Arrow Financial
New York
$2.51M +$42.2K +873 +2%
HL
679
HeadInvest LLC
Maine
$2.49M -$13K -268 -0.5%
GG
680
Gofen & Glossberg
Illinois
$2.48M -$16.9K -349 -0.7%
PNAA
681
Pictet North America Advisors
Switzerland
$2.45M -$621K -12,840 -20%
SNT
682
Security National Trust
West Virginia
$2.45M +$18.1K +375 +0.7%
RHDIC
683
R.H. Dinel Investment Counsel
California
$2.44M -$266K -5,500 -10%
EP
684
Edgestream Partners
New Jersey
$2.43M -$2.11M -43,643 -46%
TPCW
685
TD Private Client Wealth
New York
$2.43M -$812K -16,802 -25%
FL
686
Fort LP
Maryland
$2.43M +$52.5K +1,086 +2%
Fuller & Thaler Asset Management
687
Fuller & Thaler Asset Management
California
$2.42M +$452K +9,360 +23%
HAI
688
Hennessy Advisors Inc
California
$2.42M +$2.42M +49,997 New
VI
689
Vestcor Inc
New Brunswick, Canada
$2.41M +$409K +8,455 +20%
ACC
690
Accident Compensation Corp
New Zealand
$2.4M -$193K -4,000 -7%
NB
691
NBT Bank
New York
$2.39M +$6.19K +128 +0.3%
BHIA
692
Birch Hill Investment Advisors
Massachusetts
$2.39M +$43.5K +900 +2%
GT
693
Greenleaf Trust
Michigan
$2.39M +$4.69K +97 +0.2%
AC
694
Addison Capital
Pennsylvania
$2.38M -$127K -2,622 -5%
BAC
695
Boys Arnold & Co
North Carolina
$2.38M -$49.5K -1,024 -2%
CPSAC
696
Chas P. Smith & Associates (CPS)
Florida
$2.37M -$56.3K -1,165 -2%
WANY
697
Wealthspire Advisors (New York)
New York
$2.36M +$1.78M +36,889 +310%
TCM
698
Telos Capital Management
California
$2.34M +$102K +2,111 +5%
SWM
699
Stockman Wealth Management
Montana
$2.34M -$12.2K -252 -0.5%
BCFS
700
Butensky & Cohen Financial Security
Florida
$2.34M +$68.9K +1,426 +3%
26 27
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