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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 %
WPA
1626
West Paces Advisors
Georgia
$131K -$37.5K -775 -22%
WCG
1627
Weaver Consulting Group
California
$130K +$4.64K +96 +4%
TPWA
1628
TRUE Private Wealth Advisors
Oregon
$128K -$391K -8,149 -75%
TFGT
1629
TS Financial Group (TSFG)
Illinois
$128K +$53.8K +1,114 +73%
HFM
1630
Harvest Fund Management
China
$127K -$45.7K -951 -26%
PA
1631
Procyon Advisors
Connecticut
$127K +$4.97K +103 +4%
BCP
1632
Blue Chip Partners
Michigan
$127K +$127K +2,633 New
WLPWM
1633
Walled Lake Planning & Wealth Management
Illinois
$126K +$387 +8 +0.3%
TF
1634
TimeScale Financial
Massachusetts
$121K – – –
KBFS
1635
Kohmann Bosshard Financial Services
Ohio
$121K +$121K +2,510 New
JWA
1636
JFS Wealth Advisors
Pennsylvania
$117K +$11.2K +232 +11%
EW
1637
Evoke Wealth
California
$116K -$204K -4,226 -64%
SFG
1638
Sowa Financial Group
Rhode Island
$116K – – –
ME
1639
McIlrath & Eck
Washington
$116K +$28.1K +579 +32%
RWG
1640
Regal Wealth Group
California
$114K -$7.83K -162 -6%
SBL
1641
Sargent Bickham Lagudis
Colorado
$112K +$1.46K +30 +1%
GSWM
1642
Golden State Wealth Management
California
$110K -$1.39M -28,960 -93%
IF
1643
Ironwood Financial
Arizona
$110K -$58K -1,200 -35%
CWP
1644
CFM Wealth Partners
Texas
$110K -$16.2K -335 -13%
HWA
1645
HHM Wealth Advisors
Tennessee
$108K +$108K +2,225 New
JPLA
1646
Joseph P. Lucia & Associates
New York
$106K +$19.1K +395 +22%
VNA
1647
Valley National Advisers
Pennsylvania
$104K -$6.26K -130 -6%
VCM
1648
Versant Capital Management
Arizona
$103K -$3.03K -63 -3%
HFA
1649
HC Financial Advisors
California
$102K +$102K +2,104 New
KPCM
1650
Kings Point Capital Management
New York
$97K -$38.8K -799 -29%
64 65
66
67 68