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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 %
MGIA
1251
Moneta Group Investment Advisors
Missouri
$434K +$72.7K +1,505 +20%
JFA
1252
JNBA Financial Advisors
Minnesota
$433K – – –
DW
1253
Domani Wealth
Pennsylvania
$432K +$199K +4,111 +85%
MAM
1254
Madison Asset Management
Wisconsin
$431K -$2.61K -54 -0.6%
HGWM
1255
Horst & Graben Wealth Management
Oregon
$431K +$431K +8,910 New
GCP
1256
GSA Capital Partners
United Kingdom
$430K -$927K -19,171 -68%
VAS
1257
Vestmark Advisory Solutions
Massachusetts
$430K -$664K -13,744 -61%
VPIM
1258
Vanguard Personalized Indexing Management
California
$429K +$429K +8,878 New
RCA
1259
Ranch Capital Advisors
Florida
$427K -$3.62K -75 -0.8%
ERIM
1260
Eagle Ridge Investment Management
Connecticut
$427K +$27.8K +575 +7%
Jacobs Levy Equity Management
1261
Jacobs Levy Equity Management
New Jersey
$426K -$4.34M -89,802 -91%
OAM
1262
Occidental Asset Management
California
$426K -$201K -4,157 -32%
CM
1263
Columbus Macro
Pennsylvania
$425K -$19K -394 -4%
FNBSF
1264
First National Bank Sioux Falls
South Dakota
$424K – – –
SSWG
1265
Seven Springs Wealth Group
Tennessee
$422K +$322K +6,670 +323%
PWAP
1266
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$420K -$10.6K -204 -2%
HPWM
1267
Highland Private Wealth Management
Washington
$420K -$9.24K -191 -2%
LCM
1268
Leisure Capital Management
California
$419K +$41.6K +860 +11%
PFS
1269
Prospera Financial Services
Texas
$418K -$10.7K -222 -2%
BFIM
1270
Beese Fulmer Investment Management
Ohio
$415K – – –
MIM
1271
Macroview Investment Management
Maryland
$415K – – –
AF
1272
Alerus Financial
North Dakota
$414K – – –
MCM
1273
Murphy Capital Management
New Jersey
$410K -$2.98M -61,767 -88%
BST
1274
Bath Savings Trust
Maine
$410K -$26.5K -550 -6%
BCCM
1275
Bridge Creek Capital Management
Massachusetts
$410K -$1.45K -30 -0.4%
49 50
51
52 53