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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 %
AWM
1301
Aevitas Wealth Management
Massachusetts
$387K +$677 +14 +0.2%
MA
1302
MANA Advisors
New York
$387K +$387K +8,000 New
ICM
1303
IMS Capital Management
Oregon
$386K -$87K -1,800 -18%
QCM
1304
Quest Capital Management
Texas
$386K -$36.9K -763 -9%
CAI
1305
Capital Advisors Inc
Oklahoma
$385K -$36.6K -757 -9%
WCWM
1306
Willow Creek Wealth Management
California
$385K -$21.9K -454 -5%
FCB
1307
First Command Bank
Texas
$385K +$45K +933 +13%
FCFS
1308
First Command Financial Services
Texas
$385K +$45K +933 +13%
HKAM
1309
Horizon Kinetics Asset Management
New York
$384K -$89.8K -1,860 -19%
AWA
1310
Arete Wealth Advisors
Illinois
$384K -$77.3K -1,600 -17%
FNFDCM
1311
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$384K – – –
NDSI
1312
Newman Dignan & Sheerar Inc
Rhode Island
$383K -$185K -3,471 -33%
BFM
1313
Boston Financial Management
Massachusetts
$383K -$77.3K -1,600 -17%
CAC
1314
Certified Advisory Corp
Florida
$383K -$9.48K -196 -2%
RWMH
1315
Riverpoint Wealth Management Holdings
Illinois
$382K -$9.71K -201 -2%
CLOS
1316
Compagnie Lombard Odier SCmA
Switzerland
$381K -$6.75K -140 -2%
GP
1317
Girard Partners
Pennsylvania
$380K +$43.9K +910 +13%
HCM
1318
Howland Capital Management
Massachusetts
$377K -$28.2K -584 -7%
CRIG
1319
Charter Research & Investment Group
Connecticut
$377K – – –
APG
1320
Abacus Planning Group
South Carolina
$375K -$79K -1,636 -17%
GFS
1321
GYL Financial Synergies
Connecticut
$374K -$19.1K -396 -5%
PFO
1322
Pathstone Family Office
New Jersey
$374K +$120K +2,494 +47%
MFW
1323
Meristem Family Wealth
Minnesota
$373K -$34.5K -713 -8%
IRAG
1324
Investment Research & Advisory Group
Georgia
$373K +$20.4K +421 +6%
SDWMA
1325
Schneider Downs Wealth Management Advisors
Pennsylvania
$373K +$182K +3,778 +96%
51 52
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