ORCL icon

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 %
PBO
1101
Peoples Bank (Ohio)
Ohio
$623K -$1.21K -25 -0.2%
CPA
1102
Clear Perspective Advisors
Illinois
$618K -$138K -2,844 -18%
AOWM
1103
Alpha Omega Wealth Management
Virginia
$612K -$76.1K -1,574 -11%
APP
1104
Avantax Planning Partners
Iowa
$610K -$48.1K -995 -7%
GAG
1105
GM Advisory Group
New York
$610K +$610K +12,630 New
BHWM
1106
Bar Harbor Wealth Management
New Hampshire
$609K -$557K -11,525 -48%
NSIM
1107
North Star Investment Management
Illinois
$603K -$435K -9,000 -42%
FB
1108
Fulton Bank
Pennsylvania
$603K -$185K -3,822 -23%
SHGA
1109
Sand Hill Global Advisors
California
$603K +$196K +4,045 +48%
BAM
1110
Bruderman Asset Management
New York
$601K +$62.2K +1,277 +12%
FFA
1111
First Foundation Advisors
California
$600K +$83.4K +1,725 +16%
SIAP
1112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$595K +$9.67K +200 +2%
KC
1113
Knuff & Co
California
$594K +$531K +11,000 +846%
CFMC
1114
Curbstone Financial Management Corp
New Hampshire
$592K -$84.6K -1,750 -13%
AF
1115
Allworth Financial
California
$592K -$9.29K -192 -2%
WI
1116
Wintrust Investments
Illinois
$591K -$14.7K -304 -2%
CAM
1117
Cubic Asset Management
Massachusetts
$590K – – –
GIM
1118
Grassi Investment Management
California
$590K – – –
CHP
1119
Cable Hill Partners
Oregon
$588K – – –
LJAC
1120
L.J. Altfest & Co
New York
$585K -$75.6K -1,563 -11%
CCM
1121
Coldstream Capital Management
Washington
$584K +$8.71K +180 +2%
ED
1122
Exane Derivatives
France
$581K +$5.99K +124 +1%
IIM
1123
Ipswich Investment Management
Massachusetts
$579K – – –
CB
1124
Community Bank
New York
$577K +$204K +4,211 +55%
BRWM
1125
B. Riley Wealth Management
Tennessee
$575K +$293K +6,062 +104%
43 44
45
46 47