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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 %
TCOK
1476
Trust Company of Kansas
Kansas
$262K – – –
PCP
1477
Proficio Capital Partners
Massachusetts
$262K +$262K +5,090 New
NFC
1478
Northeast Financial Consultants
Connecticut
$261K +$629 +13 +0.2%
OL
1479
Optas LLC
Texas
$261K +$4.44K +92 +2%
AA
1480
Argent Advisors
Louisiana
$261K +$222K +4,603 +575%
DTL
1481
Dynamic Technology Lab
Singapore
$261K +$261K +5,400 New
PFA
1482
Plotkin Financial Advisors
Maryland
$261K – – –
BWP
1483
BSW Wealth Partners
Colorado
$260K -$2.61K -54 -1%
HHGA
1484
Halbert Hargrove Global Advisors
California
$259K -$15.2K -315 -6%
BFC
1485
Bedel Financial Consulting
Indiana
$259K -$1.06K -22 -0.4%
ACP
1486
Aviance Capital Partners
Florida
$258K -$71.9K -1,489 -22%
IA
1487
IFG Advisory
Georgia
$258K -$67.2K -1,390 -21%
CBN
1488
Cadence Bank NA
Texas
$258K +$22.3K +462 +9%
FWCM
1489
Ferguson Wellman Capital Management
Oregon
$257K -$45.5K -940 -15%
GIA
1490
Gladstone Institutional Advisory
Florida
$257K -$10.2K -211 -4%
AIM
1491
Aspen Investment Management
Michigan
$256K -$53.2K -1,100 -17%
HA
1492
Harfst & Associates
Wyoming
$255K -$612K -12,672 -71%
WPC
1493
White Pine Capital
Minnesota
$254K – – –
IBOK
1494
Independence Bank of Kentucky
Kentucky
$253K +$7.24K +150 +3%
PHAM
1495
Palisades Hudson Asset Management
Florida
$252K -$50.6K -1,045 -17%
THWM
1496
Taylor Hoffman Wealth Management
Virginia
$252K – – –
EGA
1497
Eagle Global Advisors
Texas
$251K – – –
CF
1498
CNA Financial
Illinois
$249K -$2.83M -58,500 -92%
SCM
1499
Schnieders Capital Management
California
$249K -$477K -9,871 -66%
MSS
1500
Mitchell Sinkler & Starr
Pennsylvania
$249K – – –
58 59
60
61 62