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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 %
LD
1151
Lipe & Dalton
New York
$544K – – –
WAAG
1152
Wealth Alliance Advisory Group
Kansas
$543K -$822 -17 -0.2%
FMLI
1153
Fukoku Mutual Life Insurance
Japan
$541K – – –
ATFA
1154
All Terrain Financial Advisors
Minnesota
$537K – – –
FAM
1155
Formidable Asset Management
Ohio
$531K -$53.2K -1,100 -9%
WIA
1156
Westbourne Investment Advisors
Maryland
$529K – – –
DIM
1157
DC Investments Management
Virginia
$527K +$129K +2,666 +32%
BOTW
1158
Bank of the West
California
$526K -$329K -6,796 -38%
AB
1159
Atlas Brown
Kentucky
$526K -$20.6K -426 -4%
CS
1160
Comerica Securities
Michigan
$523K -$777K -16,063 -60%
EFS
1161
Essex Financial Services
Connecticut
$522K +$21.8K +450 +4%
SMH
1162
Sanders Morris Harris
Texas
$521K +$79.7K +1,497 +18%
SIC
1163
Salem Investment Counselors
North Carolina
$520K -$4.84K -100 -0.9%
1WA
1164
180 Wealth Advisors
Washington
$519K -$42.1K -844 -7%
PP
1165
PagnatoKarp Partners
Virginia
$519K +$17.6K +364 +4%
VC
1166
Vicus Capital
Pennsylvania
$518K -$90.7K -1,879 -15%
CB
1167
CNB Bank
Pennsylvania
$516K -$74.8K -1,547 -13%
RB
1168
Rodgers Brothers
Pennsylvania
$516K -$36.2K -750 -7%
CC
1169
Chicago Capital
Illinois
$515K -$47.1K -975 -8%
MMG
1170
Monetary Management Group
Missouri
$515K +$60.4K +1,250 +13%
CAM
1171
Cozad Asset Management
Illinois
$513K – – –
CAM
1172
CenterStar Asset Management
Illinois
$512K -$209K – –
OIA
1173
OneDigital Investment Advisors
Kansas
$511K -$34.7K -717 -6%
BWL
1174
Bogart Wealth LLC
Virginia
$511K -$24.4K -504 -5%
FPS
1175
Fieldpoint Private Securities
Connecticut
$511K -$7.01K -145 -1%
45 46
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