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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 %
TAIM
1676
TD Ameritrade Investment Management
Nebraska
$72K -$1.87K -39 -3%
TC
1677
Trust Company
Kansas
$72K – – –
RDWM
1678
Red Door Wealth Management
Tennessee
$71K +$71K +1,485 New
CFFP
1679
Center for Financial Planning
Michigan
$70K – – –
TFO
1680
Tarbox Family Office
California
$68K +$6.59K +137 +11%
FPB
1681
First PREMIER Bank
South Dakota
$68K +$11.1K +230 +19%
LFG
1682
LifePlan Financial Group
Ohio
$67K -$34.1K -700 -34%
MS
1683
Mizuho Securities
Japan
$66K -$30K -625 -31%
JGIA
1684
Jackson Grant Investment Advisers
Connecticut
$66K -$9.66K -199 -13%
EWM
1685
Edge Wealth Management
New York
$64K -$39.3K -800 -38%
EWP
1686
Engrave Wealth Partners
Texas
$64K -$14K -294 -18%
PFGIA
1687
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$49.4K +1,024 +338%
ACM
1688
AUA Capital Management
Pennsylvania
$60K – – –
AIM
1689
Artemis Investment Management
United Kingdom
$59.1K +$53K +1,095,814 +871%
EWM
1690
Elmwood Wealth Management
California
$58.8K +$58.8K +1,285 New
BAMG
1691
Brand Asset Management Group
Missouri
$58K -$7.64K -158 -12%
EARNEST Partners
1692
EARNEST Partners
Georgia
$56K – – –
JAM
1693
JCIC Asset Management
Ontario, Canada
$56K +$15.3K +315 +38%
QAM
1694
QCI Asset Management
New York
$54K -$24.1K -499 -31%
FMP
1695
Financial Management Professionals
Texas
$54K – – –
BC
1696
Barnett & Company
Tennessee
$53K -$1.78K -37 -3%
APWM
1697
Atlas Private Wealth Management
New York
$53K +$48 +1 +0.1%
RFM
1698
Royal Fund Management
Florida
$53K +$17.4K +366 +49%
CAGAS
1699
Capital Advisory Group Advisory Services
Minnesota
$53K +$53K +1,100 New
TFS
1700
TrustCore Financial Services
Tennessee
$52K -$20.6K -425 -28%
66 67
68
69 70