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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 %
LC
1226
LCNB Corp
Ohio
$461K -$239K -4,950 -34%
OWA
1227
One Wealth Advisors
California
$460K -$139K -2,870 -23%
SWA
1228
Stratos Wealth Advisors
Ohio
$460K +$6.29K +130 +1%
SAM
1229
Steinberg Asset Management
New York
$452K -$454K -9,410 -50%
FCMC
1230
Founders Capital Management (Connecticut)
Connecticut
$451K – – –
GTAM
1231
Global Trust Asset Management
Florida
$451K – – –
MBT
1232
Montecito Bank & Trust
California
$450K +$6.53K +135 +1%
PO
1233
Private Ocean
California
$450K +$40.7K +843 +10%
NNP
1234
Nachman Norwood & Parrott
South Carolina
$449K -$12.8K -266 -3%
EC
1235
Estate Counselors
Wisconsin
$448K +$448K +9,270 New
MCP
1236
Mirador Capital Partners
California
$442K +$5.19K +100 +1%
PA
1237
Probity Advisors
Texas
$441K -$43.4K -898 -9%
NAMP
1238
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$440K +$4.84K +100 +1%
V
1239
VeraBank
Texas
$439K – – –
CPIG
1240
Chicago Partners Investment Group
Illinois
$438K -$34.3K -628 -7%
SIMM
1241
Stillwater Investment Management (Minnesota)
Minnesota
$436K -$123K -2,545 -22%
TF
1242
Tompkins Financial
New York
$436K -$2.32K -48 -0.5%
FIM
1243
Frontier Investment Management
Texas
$436K +$8.56K +177 +2%
LCM
1244
Laurion Capital Management
New York
$436K +$436K +9,015 New
KFS
1245
Kurt F. Somerville
$435K -$174K -3,598 -29%
BCM
1246
Brown Capital Management
Maryland
$435K -$19.3K -400 -4%
EIA
1247
Edgemoor Investment Advisors
Maryland
$435K – – –
IWM
1248
IHT Wealth Management
Illinois
$435K +$25.1K +519 +6%
CNBTD
1249
Citizens National Bank Trust Department
Mississippi
$435K +$435K +9,000 New
BHC
1250
Bowen Hanes & Co
Florida
$434K – – –
48 49
50
51 52