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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 %
DBIA
1026
Dumont & Blake Investment Advisors
New Jersey
$806K -$33.3K -688 -4%
ALAM
1027
Asahi Life Asset Management
Japan
$805K +$661K +13,670 +459%
WIC
1028
Woodmont Investment Counsel
Tennessee
$802K -$57.7K -1,193 -7%
RI
1029
Ridgewood Investments
New Jersey
$802K +$153K +3,176 +24%
BWA
1030
BDO Wealth Advisors
Florida
$798K +$452K +9,354 +131%
OC
1031
Oakworth Capital
Alabama
$797K +$73.5K +1,522 +10%
TAM
1032
Trillium Asset Management
Massachusetts
$795K -$24.2K -500 -3%
FWM
1033
Frontier Wealth Management
Missouri
$795K +$374K +7,733 +89%
AIA
1034
Avalon Investment & Advisory
Texas
$791K -$8.75M -181,105 -92%
PWW
1035
Pettyjohn Wood & White
Virginia
$789K +$8.08K +167 +1%
TBNY
1036
Trustco Bank (New York)
New York
$784K – – –
WC
1037
Whitney & Co
New York
$780K -$29.9K -619 -4%
FMWA
1038
Forvis Mazars Wealth Advisors
Missouri
$776K -$5.12K -106 -0.7%
PWP
1039
Private Wealth Partners
California
$764K -$145K -3,000 -16%
OPS
1040
Orion Portfolio Solutions
Nebraska
$764K -$17.8K -369 -2%
BPA
1041
Beacon Pointe Advisors
California
$763K +$449K +9,283 +143%
SVWAG
1042
Sound View Wealth Advisors Group
Georgia
$762K -$11.5K -239 -1%
HIIFS
1043
Harel Insurance Investments & Financial Services
Israel
$758K -$434K -8,980 -36%
IFS
1044
Ifrah Financial Services
Arkansas
$758K +$1.55K +32 +0.2%
Cetera Investment Advisers
1045
Cetera Investment Advisers
Illinois
$753K -$94.6K -1,958 -11%
FIB
1046
First Interstate Bank
Montana
$749K -$146K -3,011 -16%
RSWM
1047
Robertson Stephens Wealth Management
California
$748K +$748K +15,467 New
TIA
1048
Trust Investment Advisors
Indiana
$744K -$9.67K -200 -1%
FLPIM
1049
F.L. Putnam Investment Management
Massachusetts
$744K +$24.5K +507 +3%
LSAG
1050
Lake Street Advisors Group
New Hampshire
$743K +$33.5K +693 +5%
40 41
42
43 44