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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 %
HS
951
Haafor (Singapore)
Singapore
$990K -$775K -16,027 -44%
SS
952
Simplicity Solutions
Minnesota
$986K -$5.56K -115 -0.6%
FC
953
Ferris Capital
Massachusetts
$985K -$767K -15,872 -44%
WP
954
WMS Partners
Maryland
$984K -$44.9K -929 -4%
SJL
955
Shayne & Jacobs LLC
Tennessee
$982K -$104K -2,156 -10%
SPC
956
Stewart & Patten Company
California
$978K – – –
DSC
957
Duncker Streett & Co
Missouri
$974K -$55.1K -1,140 -5%
BWM
958
Buckley Wealth Management
Nevada
$971K +$96.1K +1,990 +11%
MAFM
959
Mid Atlantic Financial Management
Pennsylvania
$970K -$120K -2,488 -11%
LIM
960
Leavell Investment Management
Alabama
$969K -$15.1K -313 -2%
SACTSONJ
961
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$967K – – –
ET
962
Equitable Trust
Tennessee
$967K +$23.9K +495 +3%
RG
963
Rikoon Group
New Mexico
$966K +$113K +2,336 +13%
CRC
964
Curi RMB Capital
Illinois
$962K +$55.8K +1,154 +6%
S
965
SignatureFD
Georgia
$960K +$18.9K +391 +2%
SRC
966
Sage Rhino Capital
California
$958K +$34.6K +715 +4%
SPC
967
Sigma Planning Corp
Michigan
$956K -$50.3K -1,040 -5%
MC
968
Moors & Cabot
Massachusetts
$954K -$170K -3,513 -15%
PWM
969
PBMares Wealth Management
Virginia
$953K -$20.4K -422 -2%
CBT
970
Central Bank & Trust
Kentucky
$950K -$14.1K -291 -1%
PV
971
Private Vista
Illinois
$949K +$139K +2,871 +17%
HAG
972
HighPoint Advisor Group
Illinois
$946K +$140K +2,641 +17%
DT
973
Diversified Trust
Tennessee
$941K +$110K +2,270 +13%
EWA
974
EP Wealth Advisors
California
$936K +$7.97K +165 +0.9%
BWM
975
BerganKDV Wealth Management
Minnesota
$936K +$69K +1,427 +8%
37 38
39
40 41