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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 %
BFC
1576
Blue Fin Capital
Rhode Island
$207K -$36.7K -760 -15%
HFA
1577
High Falls Advisors
New York
$207K -$1.64K -34 -0.8%
S
1578
SimplyRich
California
$207K – – –
GCM
1579
Gladius Capital Management
Illinois
$207K +$23.9K +495 +13%
PL
1580
Plancorp LLC
Missouri
$205K -$29.1K -603 -12%
DPI
1581
Diversified Portfolios Inc
Michigan
$205K – – –
BWA
1582
Burt Wealth Advisors
Maryland
$204K – – –
EGA
1583
E&G Advisors
Texas
$203K – – –
CWA
1584
Clarity Wealth Advisors
California
$203K – – –
NCM
1585
Noesis Capital Mangement
Florida
$203K -$5.37K -111 -3%
HWA
1586
Heartwood Wealth Advisors
Virginia
$202K -$5.74K -119 -3%
EWM
1587
Executive Wealth Management
Michigan
$202K -$1.11K -23 -0.5%
PL
1588
Parthenon LLC
Kentucky
$202K – – –
AW
1589
Alpha Windward
Massachusetts
$201K -$7.67K -159 -4%
IWA
1590
Intercontinental Wealth Advisors
Texas
$201K +$169K +3,484 +520%
BP
1591
BBR Partners
New York
$200K -$234K -4,847 -54%
FFG
1592
Frisch Financial Group
New York
$200K -$6.56K -136 -3%
ATC
1593
Adirondack Trust Company
New York
$200K +$14.5K +300 +8%
VWA
1594
Visionary Wealth Advisors
Illinois
$200K +$200K +4,142 New
PB
1595
Pinnacle Bancorp
Nebraska
$199K +$10.1K +210 +5%
GFPC
1596
Global Financial Private Client
Florida
$198K -$3.9K -80 -2%
FWM
1597
FSA Wealth Management
Massachusetts
$197K – – –
CF
1598
Centaurus Financial
California
$196K +$3.62K +75 +2%
FBT
1599
First Bank & Trust
South Dakota
$188K +$23.8K +491 +14%
HR
1600
Howe & Rusling
New York
$186K -$9.64K -200 -5%
62 63
64
65 66