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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 %
TWM
1401
Titus Wealth Management
California
$314K -$41.3K -855 -12%
GAM
1402
Gemmer Asset Management
California
$314K +$531 +11 +0.2%
PAS
1403
Professional Advisory Services
Florida
$312K – – –
BCM
1404
Becker Capital Management
Oregon
$309K -$40.2K -833 -12%
FHA
1405
Flagship Harbor Advisors
Massachusetts
$309K -$37.1K -768 -11%
EDRH
1406
Edmond de Rothschild Holding
Switzerland
$309K +$29.5K +610 +11%
LCM
1407
LVM Capital Management
Michigan
$308K +$19.7K +408 +7%
ECG
1408
Edge Capital Group
Georgia
$308K +$65.2K +1,348 +27%
GKWIM
1409
Gerber Kawasaki Wealth & Investment Management
California
$306K – – –
AC
1410
Avestar Capital
New York
$304K -$118K -2,430 -28%
SWP
1411
Strategic Wealth Partners
Ohio
$302K – – –
HF
1412
HRT Financial
New York
$301K -$8.13M -168,299 -96%
PCM
1413
Pointe Capital Management
Michigan
$301K -$1.84K -38 -0.6%
B
1414
Brightworth
Georgia
$301K +$35.6K +737 +13%
KA
1415
Kovack Advisors
Florida
$300K -$138K -2,845 -31%
LDFR
1416
Lehman & Derafelo Financial Resources
Pennsylvania
$300K -$2.9K -60 -1%
WA
1417
Wambolt & Associates
Colorado
$300K +$435 +9 +0.1%
KFGK
1418
Keystone Financial Group (Kentucky)
Kentucky
$300K +$16.1K +334 +6%
MGWM
1419
Marks Group Wealth Management
Minnesota
$300K +$300K +6,092 New
BO
1420
Bank OZK
Arkansas
$298K -$421K -8,691 -59%
PAS
1421
Partnervest Advisory Services
California
$298K -$1.45K -30 -0.5%
PP
1422
PDS Planning
Ohio
$298K +$12.1K +251 +4%
MWM
1423
Modera Wealth Management
New Jersey
$298K +$48.5K +1,003 +19%
OCM
1424
One Capital Management
California
$298K +$298K +6,163 New
SA
1425
Strategic Advisors
New York
$297K -$172K -3,290 -37%
55 56
57
58 59