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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 %
CIA
1526
Cascade Investment Advisors
Oregon
$234K -$2.42K -50 -1%
TNA
1527
True North Advisors
Texas
$234K +$1.26K +26 +0.5%
WCAMG
1528
Woodard & Company Asset Management Group
North Carolina
$232K – – –
IAIM
1529
International Assets Investment Management
Florida
$232K +$232K +4,800 New
WWM
1530
Western Wealth Management
Colorado
$231K +$2.58K +53 +1%
WCM
1531
Windsor Capital Management
Arizona
$231K +$231K +4,783 New
ACG
1532
Allen Capital Group
Nebraska
$229K -$325K -6,733 -59%
TCBWMS
1533
Texas Capital Bank Wealth Management Services
Texas
$229K -$261K -5,399 -53%
EH
1534
Equitable Holdings
New York
$229K +$13.6K +282 +6%
HFA
1535
Huber Financial Advisors
Illinois
$228K +$2.56K +53 +1%
BB
1536
Bell Bank
North Dakota
$227K -$13.3K -275 -6%
DAS
1537
Dynamic Advisor Solutions
Arizona
$227K +$6.66K +138 +3%
OC
1538
Oarsman Capital
Wisconsin
$226K -$527K -10,900 -70%
EB
1539
Eastern Bank
Massachusetts
$226K -$8.19K -170 -3%
GWAG
1540
Garrett Wealth Advisory Group
Texas
$226K -$821 -17 -0.4%
ANTB
1541
AMG National Trust Bank
Colorado
$226K – – –
HWA
1542
Heritage Wealth Advisors
Virginia
$226K – – –
DIP
1543
DT Investment Partners
Pennsylvania
$225K -$77.4K -1,600 -26%
WI
1544
Wedgewood Investors
Pennsylvania
$225K – – –
WCM
1545
Whitener Capital Management
North Carolina
$224K -$9.65K -200 -4%
KP
1546
Keel Point
Alabama
$224K +$19.9K +412 +10%
CFD
1547
Creative Financial Designs
Indiana
$222K – – –
CHA
1548
Carmichael Hill & Associates
Maryland
$222K – – –
HFA
1549
Hoover Financial Advisors
Pennsylvania
$222K +$222K +4,593 New
PAMG
1550
Patton Albertson Miller Group
Tennessee
$220K -$110K -2,273 -33%
60 61
62
63 64