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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 %
AIA
1001
AIMZ Investment Advisors
California
$863K -$14.5K -300 -2%
RG
1002
Renaissance Group
Kentucky
$862K -$104K -2,154 -11%
ACM
1003
Azimuth Capital Management
Michigan
$856K -$2.42K -50 -0.3%
BCM
1004
Breiter Capital Management
Florida
$852K – – –
GW
1005
GW & Wade
Massachusetts
$848K +$253K +5,230 +42%
ACM
1006
Allred Capital Management
Texas
$845K +$42.8K +887 +5%
FTC
1007
Farmers Trust Company
Ohio
$844K -$132K -2,736 -14%
CT
1008
Cambridge Trust
Massachusetts
$843K -$151K -3,125 -15%
PPSG
1009
Princeton Portfolio Strategies Group
New Jersey
$843K +$9.52K +197 +1%
CC
1010
Cognios Capital
Kansas
$838K – – –
FCA
1011
FinTrust Capital Advisors
South Carolina
$833K -$69.1K -1,431 -8%
PG
1012
Proffitt & Goodson
Tennessee
$832K +$832K +17,209 New
KPW
1013
Kore Private Wealth
New York
$829K -$554K -11,466 -40%
WAM
1014
Weatherly Asset Management
California
$829K -$18.2K -376 -2%
PGWM
1015
Parisi Gray Wealth Management
New Jersey
$822K -$34.3K -710 -4%
RIM
1016
Rampart Investment Management
Connecticut
$820K -$1.22M -25,298 -60%
LWANC
1017
Laurel Wealth Advisors (North Carolina)
North Carolina
$819K -$43.9K -908 -5%
MPWT
1018
MassMutual Private Wealth & Trust
Connecticut
$818K -$167K -3,457 -17%
CCM
1019
Cullen Capital Management
New York
$818K – – –
NAS
1020
Nicolet Advisory Services
Wisconsin
$813K +$363K +7,518 +81%
ARMT
1021
Amica Retiree Medical Trust
Rhode Island
$812K – – –
UBG
1022
United Bank (Georgia)
Georgia
$811K -$209K -4,316 -20%
AI
1023
Accredited Investors
Minnesota
$810K -$72.5K -1,500 -8%
CIA
1024
Choate Investment Advisors
Massachusetts
$810K -$38.6K -800 -5%
PCM
1025
Penserra Capital Management
California
$809K +$85.7K +1,632 +12%
39 40
41
42 43