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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 %
HDIM
1701
Hanson & Doremus Investment Management
Vermont
$52K – – –
AAP
1702
Arax Advisory Partners
Colorado
$52K +$4.15K +85 +9%
CWM
1703
Cranbrook Wealth Management
Michigan
$51K – – –
SFPG
1704
Stonebridge Financial Planning Group
Florida
$50K +$26.3K +500 +111%
AA
1705
Advisory Alpha
Michigan
$49.5K +$27.1K +522 +121%
BBA
1706
Braun-Bostich & Associates
Pennsylvania
$49K – – –
VCM
1707
Vigilant Capital Management
Maine
$48K -$52.3K -1,089 -52%
FCM
1708
Firestone Capital Management
Florida
$48K – – –
SC
1709
Solstein Capital
California
$48K +$17.5K +360 +57%
CYG
1710
Clean Yield Group
Vermont
$46K -$41.5K -859 -47%
SL
1711
Savior LLC
Massachusetts
$43K -$9.87K -203 -19%
CFN
1712
Cordasco Financial Network
Florida
$43K – – –
TC
1713
Truvestments Capital
Florida
$42K -$198K -4,155 -82%
CWA
1714
Core Wealth Advisors
Florida
$42K +$6.04K +126 +17%
JIR
1715
James Investment Research
Ohio
$41K -$12.6K -262 -23%
MCM
1716
MV Capital Management
Maryland
$41K -$1.5K -31 -4%
SQA
1717
Simon Quick Advisors
New Jersey
$39K -$16.1K -337 -29%
TI
1718
Truehand Inc
New Hampshire
$39K – – –
EI
1719
Ellevest Inc
New York
$39K +$10.8K +221 +38%
MWM
1720
MBE Wealth Management
Wisconsin
$39K +$39K +813 New
FFW
1721
Fusion Family Wealth
New York
$34K – – –
GCM
1722
Gables Capital Management
Florida
$34K +$5.19K +108 +18%
LWCFA
1723
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K -$140K -2,890 -82%
BL
1724
Balentine LLC
Georgia
$31K -$90.3K -1,887 -74%
CH
1725
Canton Hathaway
Rhode Island
$29K -$19.3K -400 -40%
67 68
69
70 71