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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 %
CFGS
1326
Concourse Financial Group Securities
Alabama
$370K -$32.5K -672 -8%
PGCM
1327
Prescott Group Capital Management
Oklahoma
$367K – – –
DIA
1328
Davidson Investment Advisors
Montana
$365K -$31.9K -660 -8%
BCM
1329
Bienville Capital Management
New York
$364K +$364K +7,531 New
CCA
1330
Catalyst Capital Advisors
New York
$362K +$362K +7,500 New
NAM
1331
North American Management
Massachusetts
$361K – – –
WI
1332
WrapManager Inc
California
$360K +$103K +2,120 +40%
BII
1333
Bainco International Investors
Massachusetts
$360K +$360K +7,443 New
GI
1334
GAMCO Investors
Connecticut
$359K -$64.8K -1,340 -15%
PMFA
1335
Plante Moran Financial Advisors
Michigan
$359K -$33.2K -685 -8%
ETC
1336
Exchange Traded Concepts
Oklahoma
$357K +$9.37K +194 +3%
BFPW
1337
BOK Financial Private Wealth
Colorado
$354K -$76.7K -1,588 -18%
BCB
1338
Brian C. Broderick
$353K -$90.9K -1,875 -20%
SIA
1339
Soltis Investment Advisors
Utah
$352K +$8.5K +176 +2%
FANJ
1340
Financial Architects (New Jersey)
New Jersey
$351K -$14.7K -304 -4%
DTC
1341
Davidson Trust Company
Washington
$351K – – –
DRD
1342
Dennis R. Delaney
$348K -$45.9K -950 -12%
SAM
1343
Stewart Asset Management
New York
$348K +$19.3K +400 +6%
AIS
1344
Accurate Investment Solutions
Pennsylvania
$347K – – –
WWM
1345
Windsor Wealth Management
Indiana
$346K -$18.3K -378 -5%
GLA
1346
Good Life Advisors
Pennsylvania
$346K +$1.1K +23 +0.3%
GD
1347
Grandfield & Dodd
New York
$346K +$15.5K +320 +5%
MFG
1348
Magnus Financial Group
New York
$346K +$27K +559 +8%
SBCM
1349
Schwerin Boyle Capital Management
Massachusetts
$344K -$10.7M -222,000 -97%
HIMC
1350
Heritage Investors Management Corp
Maryland
$344K -$17K -351 -5%
52 53
54
55 56