ORCL icon

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 %
ZAM
1276
Zevin Asset Management
Massachusetts
$407K -$32.4K -670 -7%
CC
1277
Cannell & Co
New York
$407K -$30.5K -631 -7%
NG
1278
Northstar Group
New York
$405K -$28.2K -583 -7%
BMC
1279
Beaton Management Company
Massachusetts
$405K – – –
AFM
1280
Abbot Financial Management
Massachusetts
$405K +$97 +2 +0%
JIC
1281
Joel Isaacson & Co
New York
$404K +$9.68K +200 +2%
PWPS
1282
Pinnacle Wealth Planning Services
Ohio
$402K -$18.9K -391 -4%
MCM
1283
Mengis Capital Management
Oregon
$401K -$48.7K -1,008 -11%
TTWM
1284
TCV Trust & Wealth Management
Virginia
$401K -$24.1K -500 -6%
WA
1285
Wealth Architects
California
$401K -$11.1K -230 -3%
PWMG
1286
Prestige Wealth Management Group
New Jersey
$400K +$97.1K +2,012 +32%
IWP
1287
Icon Wealth Partners
Texas
$399K -$38.6K -799 -9%
PFC
1288
Poplar Forest Capital
California
$398K – – –
KFP
1289
KMG Fiduciary Partners
Ohio
$397K +$54.3K +1,122 +16%
EAM
1290
Evanson Asset Management
California
$396K -$14.2K -294 -3%
SS
1291
Sunbelt Securities
Texas
$395K -$717K -14,845 -64%
SSI
1292
Scott & Selber Inc
Texas
$395K -$176K -3,637 -31%
LP
1293
LGL Partners
Pennsylvania
$395K -$5.07K -105 -1%
DA
1294
DSC Advisors
Illinois
$394K -$729K -15,098 -65%
AF
1295
AMG Funds
Connecticut
$392K +$392K +8,105 New
PFG
1296
PAX Financial Group
Texas
$391K +$117K +2,211 +43%
WFMPM
1297
Woodley Farra Manion Portfolio Management
Indiana
$390K -$180K -3,715 -32%
WA
1298
Wealth Alliance
New York
$388K -$195K -4,031 -33%
NIT
1299
NumerixS Investment Technologies
British Columbia, Canada
$387K -$2.14M -44,168 -85%
LIA
1300
LBMC Investment Advisors
Tennessee
$387K -$10.3K -214 -3%
50 51
52
53 54