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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 %
TL
1426
TrueWealth LLC
Georgia
$297K -$80.5K -1,665 -21%
CCP
1427
Clarkston Capital Partners
Michigan
$297K – – –
PM
1428
Parametrica Management
Hong Kong
$297K +$297K +6,152 New
EF
1429
Empirical Finance
Pennsylvania
$296K -$16K -332 -5%
NP
1430
NorthRock Partners
Minnesota
$295K -$94.3K -1,952 -24%
PLFAM
1431
Pineno Levin & Ford Asset Management
Virginia
$295K -$33.9K -700 -10%
FIA
1432
Foundations Investment Advisors
Arizona
$294K +$294K +6,037 New
SFG
1433
SNS Financial Group
Minnesota
$293K -$4.93K -102 -2%
AWM
1434
Aberdeen Wealth Management
Illinois
$293K +$48 +1 +0%
LCAM
1435
London & Capital Asset Management
United Kingdom
$292K -$10.6M -218,294 -97%
YWP
1436
YorkBridge Wealth Partners
New York
$292K -$62.5K -1,296 -18%
PP
1437
Patten & Patten
Tennessee
$292K +$48 +1 +0%
MJP
1438
Michael J. Puzo
$291K -$79.7K -1,650 -21%
KFI
1439
Key Financial Inc
Pennsylvania
$290K -$50.4K -1,000 -15%
VAM
1440
Verity Asset Management
North Carolina
$290K -$16.2K -335 -5%
MA
1441
MONECO Advisors
Connecticut
$288K -$64.8K -1,344 -18%
OSNBOA
1442
Old Second National Bank of Aurora
Illinois
$288K – – –
CHAM
1443
Clear Harbor Asset Management
Connecticut
$287K -$91.8K -1,900 -24%
FPCP
1444
Fort Point Capital Partners
California
$287K +$48.6K +1,006 +20%
HCM
1445
Hollencrest Capital Management
California
$285K -$2.18M -45,032 -88%
LFAS
1446
Level Four Advisory Services
Texas
$285K -$125K -2,615 -31%
BEAM
1447
Baker Ellis Asset Management
Washington
$285K -$33.8K -700 -11%
CAM
1448
Claret Asset Management
Quebec, Canada
$285K -$11.2K -231 -4%
AIM
1449
Alhambra Investment Management
Florida
$285K – – –
ST
1450
Sabal Trust
Florida
$282K -$75.1K -1,553 -21%
56 57
58
59 60