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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 %
SCA
1501
Stonebridge Capital Advisors
Minnesota
$248K -$2.7K -56 -1%
SIC
1502
Sigma Investment Counselors
Michigan
$248K -$2.18K -45 -0.9%
MF
1503
Manchester Financial
California
$247K -$51.6K -1,069 -17%
BPB
1504
Badgley, Phelps & Bell
Washington
$247K -$19.8K -408 -7%
DI
1505
DFPG Investments
Utah
$247K -$5.47K -103 -2%
GFP
1506
Gryphon Financial Partners
Ohio
$246K -$228K -4,711 -48%
AW
1507
ACG Wealth
Georgia
$246K -$1.06K -22 -0.4%
TH
1508
TCTC Holdings
Texas
$246K – – –
CWS
1509
Cypress Wealth Services
California
$246K +$36.4K +753 +17%
GEM
1510
Global Endowment Management
North Carolina
$244K – – –
ML
1511
McAdam LLC
Pennsylvania
$244K +$244K +5,056 New
TWA
1512
TCI Wealth Advisors
Arizona
$243K -$28K -580 -10%
RP
1513
Riverbridge Partners
Minnesota
$242K -$19.7K -408 -8%
FWM
1514
Focused Wealth Management
New York
$242K +$97 +2 +0%
IAMOG
1515
Investors Asset Management of Georgia
Georgia
$241K – – –
FI
1516
FormulaFolio Investments
Michigan
$241K +$8.91K +184 +4%
CAAS
1517
Capital Asset Advisory Services
Michigan
$239K -$125K -2,418 -34%
EHC
1518
Everett Harris & Co
California
$239K -$29.4K -609 -11%
CFSG
1519
Community Financial Services Group
Vermont
$239K +$6.96K +144 +3%
BI
1520
Ballast Inc
Kentucky
$238K -$45.4K -940 -16%
NAM
1521
NTV Asset Management
West Virginia
$238K +$4.83K +100 +2%
APW
1522
Acima Private Wealth
Virginia
$237K -$24.2K -500 -9%
CA
1523
Calton & Associates
Florida
$237K -$20.4K -422 -8%
IIC
1524
Ironwood Investment Counsel
Arizona
$237K +$13.8K +285 +6%
CAL
1525
Capital Advisors Ltd
Ohio
$235K +$1.74K +36 +0.7%
59 60
61
62 63