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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 %
PGAM
1176
Princeton Global Asset Management
New Jersey
$511K – – –
AWM
1177
Altavista Wealth Management
North Carolina
$511K +$14.5K +300 +3%
AFG
1178
Albion Financial Group
Utah
$507K – – –
MAWCM
1179
Mine & Arao Wealth Creation & Management
California
$506K -$34.9K -722 -6%
SAG
1180
Spotlight Asset Group
Illinois
$506K -$628 -13 -0.1%
APA
1181
American Portfolios Advisors
New York
$505K -$66.3K -1,372 -12%
SFS
1182
Sowell Financial Services
Arkansas
$505K +$30.1K +622 +6%
CIC
1183
Crawford Investment Counsel
Georgia
$504K -$36.6K -758 -7%
AP
1184
Atwood & Palmer
Missouri
$503K – – –
MCC
1185
Malaga Cove Capital
California
$503K +$2.85K +58 +0.6%
BAM
1186
Belpointe Asset Management
Nevada
$502K +$4.49K +93 +0.9%
QT
1187
Quantamental Technologies
New York
$502K +$146K +3,023 +41%
IIC
1188
Integrated Investment Consultants
Michigan
$501K -$316K -6,550 -39%
DWA
1189
Douglass Winthrop Advisors
New York
$500K +$49.9K +1,034 +11%
HFM
1190
Hartford Financial Management
Connecticut
$494K -$88.5K -1,830 -15%
FFWA
1191
FRG Family Wealth Advisors
Washington
$492K – – –
WG
1192
Welch Group
Alabama
$492K +$171K +3,539 +53%
CA
1193
Cambridge Advisors
Nebraska
$491K – – –
BWP
1194
Baldwin Wealth Partners
Massachusetts
$491K – – –
WP
1195
WealthPLAN Partners
Nebraska
$491K +$242K +4,586 +98%
LWM
1196
Liberty Wealth Management
California
$490K -$144K -2,977 -23%
PIM
1197
Penobscot Investment Management
Massachusetts
$489K -$14.5K -300 -3%
CBTWT
1198
Community Bank & Trust (Waco, Texas)
Texas
$489K +$117K +2,414 +31%
NIM
1199
Northeast Investment Management
Massachusetts
$487K -$28.6K -592 -6%
FFN
1200
Focus Financial Network
Minnesota
$486K -$5.08K -105 -1%
46 47
48
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