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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 %
GP
701
Greenline Partners
New York
$2.32M – – –
SC
702
Scotia Capital
Ontario, Canada
$2.31M -$1.1M -22,719 -32%
TC
703
TownSquare Capital
Utah
$2.3M +$504K +9,727 +28%
HWA
704
Heritage Way Advisors
Illinois
$2.3M +$232K +4,794 +11%
AIM
705
Anchor Investment Management
South Carolina
$2.3M +$147K +3,049 +7%
GGI
706
GPM Growth Investors
Michigan
$2.28M -$519K -10,747 -19%
Cerity Partners
707
Cerity Partners
New York
$2.27M +$41.1K +850 +2%
MWM
708
Madison Wealth Management
Ohio
$2.27M -$1.94M -40,109 -46%
Fayez Sarofim & Co
709
Fayez Sarofim & Co
Texas
$2.27M -$88K -1,820 -4%
RWA
710
River Wealth Advisors
Pennsylvania
$2.26M -$10.4K -215 -0.5%
RWA
711
Ropes Wealth Advisors
Massachusetts
$2.26M -$40K -827 -2%
AP
712
Arlington Partners
Alabama
$2.25M +$1.81M +37,372 +405%
HVIA
713
Hudson Valley Investment Advisors
New York
$2.23M -$118K -2,431 -5%
BIM
714
Bridges Investment Management
Nebraska
$2.21M -$74.7K -1,545 -3%
FMTC
715
Farmers & Merchants Trust Company
California
$2.21M +$32.2K +667 +1%
NGA
716
Naples Global Advisors
Florida
$2.18M +$398K +8,242 +22%
OC
717
Oppenheimer & Co
New York
$2.18M -$13.4K -277 -0.6%
IWC
718
Integrated Wealth Concepts
Massachusetts
$2.17M +$198K +4,095 +10%
KIA
719
KCM Investment Advisors
California
$2.16M -$74.2K -1,536 -3%
HT
720
Heritage Trust
Oklahoma
$2.15M -$200K -4,143 -9%
FSA
721
Franklin Street Advisors
North Carolina
$2.15M -$55.6K -1,150 -3%
TCOV
722
Trust Company of Vermont
Vermont
$2.15M -$211K -4,360 -9%
SFG
723
SevenBridge Financial Group
Pennsylvania
$2.13M +$7.35K +152 +0.3%
EF
724
Exeter Financial
Arizona
$2.12M +$96.7K +2,000 +5%
BPCE
725
Bank Pictet & Cie (Europe)
Germany
$2.12M +$1.25M +25,953 +144%
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