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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 %
OTPPB
1126
Ontario Teachers' Pension Plan Board
Ontario, Canada
$573K -$595K -12,310 -51%
VHAM
1127
Van Hulzen Asset Management
California
$573K -$23.5K -486 -4%
DP
1128
Denver PWM
Colorado
$573K +$2.47K +51 +0.4%
Koshinski Asset Management
1129
Koshinski Asset Management
Illinois
$572K -$8.42K -174 -1%
DCM
1130
Davis Capital Management
Florida
$572K +$572K +11,835 New
CPO
1131
Cerity Partners OCIO
New York
$571K +$60.6K +1,253 +12%
RSVP
1132
Ramsay Stattman Vela & Price
Colorado
$570K -$78.1K -1,615 -12%
IA
1133
IFP Advisors
Florida
$569K -$103K -2,053 -15%
PAS
1134
Park Avenue Securities
New York
$569K -$19.2K -398 -3%
PK
1135
Pflug Koory
Nebraska
$569K +$24.2K +500 +4%
PVWM
1136
Point View Wealth Management
New Jersey
$569K +$303K +6,267 +114%
EWM
1137
Empirical Wealth Management
Washington
$568K -$29.2K -604 -5%
QI
1138
Qtron Investments
Massachusetts
$567K -$364K -7,519 -39%
BRM
1139
Boston Research & Management
Massachusetts
$565K +$6.28K +130 +1%
VWM
1140
Venturi Wealth Management
Texas
$564K -$13.1K -271 -2%
RCAG
1141
Rehmann Capital Advisory Group
Michigan
$563K +$563K +11,479 New
CWM
1142
Cabot Wealth Management
Massachusetts
$561K +$97 +2 +0%
BOS
1143
Bank of Stockton
California
$560K -$20.2K -420 -3%
HIM
1144
Hillsdale Investment Management
Ontario, Canada
$560K -$9.66K -200 -2%
DWM
1145
Destination Wealth Management
California
$558K -$23M -476,340 -98%
SIG
1146
Sargent Investment Group
Maryland
$554K -$2.22K -46 -0.4%
PCM
1147
Perritt Capital Management
Illinois
$553K – – –
WIA
1148
Wealthstreet Investment Advisors
Texas
$553K – – –
BIM
1149
Barton Investment Management
Pennsylvania
$550K – – –
LFA
1150
Landmark Financial Advisors
Kentucky
$550K +$10.8K +200 +2%
44 45
46
47 48