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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 %
MHS
1051
M Holdings Securities
Oregon
$740K +$740K +15,314 New
IP
1052
Investment Partners
Ohio
$738K -$11.7K -243 -2%
AWCI
1053
Alpine Woods Capital Investors
New York
$738K +$317K +6,557 +75%
MIAN
1054
Mariner Independent Advisor Network
Kansas
$737K -$190K -3,898 -20%
AAM
1055
Auxier Asset Management
Oregon
$732K -$4.94M -102,209 -87%
SWMG
1056
Signature Wealth Management Group
Georgia
$729K +$103K +2,129 +16%
MWM
1057
Mission Wealth Management
California
$728K -$62.6K -1,294 -8%
GC
1058
Grimes & Company
Massachusetts
$722K -$7.88M -163,041 -92%
IC
1059
Intersect Capital
California
$722K +$87.3K +1,806 +14%
CC
1060
Callan Capital
California
$719K +$719K +14,884 New
MCM
1061
Maryland Capital Management
Maryland
$715K +$121K +2,508 +20%
RMDI
1062
R.M. Davis Inc
Maine
$712K -$28.5K -590 -4%
SFA
1063
Semmax Financial Advisors
North Carolina
$712K +$273K +5,658 +62%
CFA
1064
Carroll Financial Associates
North Carolina
$706K -$118K -2,450 -14%
AL
1065
Aspiriant LLC
California
$706K – – –
SJIM
1066
St. Johns Investment Management
Florida
$703K -$14.4K -299 -2%
SMC
1067
Smith, Moore & Co
Missouri
$702K +$4.15K +86 +0.6%
VCA
1068
Verdence Capital Advisors
Maryland
$701K +$49.3K +1,020 +8%
NCM
1069
Northside Capital Management
Oregon
$699K +$28.7K +594 +4%
BDF
1070
Balasa Dinverno & Foltz
$697K -$171K -3,532 -20%
UAS
1071
United Asset Strategies
New York
$693K -$2.42K -50 -0.3%
FFS
1072
Founders Financial Securities
Maryland
$693K +$693K +14,346 New
HAM
1073
Hammer Asset Management
California
$691K -$1.95M -40,227 -74%
FRA
1074
Front Row Advisors
California
$684K +$2.06K +39 +0.3%
ST
1075
Spinnaker Trust
Maine
$677K -$242K -5,000 -26%
41 42
43
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