ORCL icon

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 %
CCG
1551
Chatham Capital Group
Georgia
$220K – – –
IFG
1552
Investors Financial Group
Minnesota
$219K +$24.8K +512 +13%
FFA
1553
Fragasso Financial Advisors
Pennsylvania
$219K +$219K +4,531 New
AMC
1554
Asset Management Corp
Illinois
$218K -$174K -3,605 -44%
P
1555
&Partners
Tennessee
$218K – – –
CPIA
1556
Cornell Pochily Investment Advisors
New York
$217K -$2.41K -50 -1%
SFFS
1557
Stonehage Fleming Financial Services
Jersey
$217K – – –
CAM
1558
Congress Asset Management
Massachusetts
$216K – – –
NHC
1559
Nicholas Hoffman & Company
Georgia
$216K +$216K +4,463 New
FA
1560
Financial Advisors
Massachusetts
$215K – – –
FSA
1561
Fort Sheridan Advisors
Illinois
$214K – – –
HWMG
1562
Hurlow Wealth Management Group
Indiana
$213K – – –
RIS
1563
Retirement Income Solutions
Michigan
$212K -$29K -600 -12%
BA
1564
Ballast Advisors
Minnesota
$212K -$11.3K -234 -5%
SHA
1565
Seneca House Advisors
Virginia
$212K +$5.22K +108 +3%
SXL
1566
Summit X LLC
Missouri
$212K +$212K +4,443 New
WA
1567
Waverly Advisors
Alabama
$211K -$3.82K -79 -2%
SAM
1568
Shone Asset Management
California
$211K +$211K +3,964 New
CCA
1569
Column Capital Advisors
Indiana
$210K -$34.9K -722 -14%
BEC
1570
Blue Edge Capital
Virginia
$209K +$209K +4,333 New
SGK
1571
Steigerwald Gordon & Koch
Virginia
$209K -$1.59K -33 -0.8%
IAN
1572
Integrated Advisors Network
Texas
$209K -$579 -12 -0.3%
RF
1573
RHS Financial
California
$208K -$6.61K -137 -3%
HFRG
1574
Houlihan Financial Resource Group
Virginia
$208K +$48 +1 +0%
PWMAG
1575
Pinnacle Wealth Management Advisory Group
New Jersey
$207K -$42K -870 -17%
61 62
63
64 65