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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 %
ARMC
1726
American Research & Management Company
Massachusetts
$29K – – –
MWC
1727
MBM Wealth Consultants
Missouri
$29K – – –
IRC
1728
Investors Research Corp
Georgia
$27K – – –
FGAM
1729
Financial Gravity Asset Management
Texas
$24.9K -$14.6K -302 -37%
FNBOSM
1730
First National Bank of South Miami
Florida
$24K – – –
MCA
1731
Mercer Capital Advisers
New Jersey
$24K – – –
ICM
1732
Islay Capital Management
Texas
$24K +$12K +250 +100%
GWMIA
1733
Global Wealth Management Investment Advisory
Florida
$22K +$7.65K +160 +53%
LB
1734
Legacy Bridge
Iowa
$21K -$743K -15,216 -97%
CIAS
1735
CBIZ Investment Advisory Services
Ohio
$21K – – –
NCM
1736
New Capital Management
Texas
$20K – – –
SL
1737
Salomon & Ludwin
Virginia
$20K – – –
TA
1738
Thor Advisors
New York
$20K +$20K +419 New
CPA
1739
Cowen Prime Advisors
New York
$19K – – –
AWM
1740
Atticus Wealth Management
Florida
$19K – – –
GC
1741
Grace Capital
Massachusetts
$19K +$19K +400 New
TIM
1742
Tortoise Investment Management
New York
$17K -$3.3K -68 -16%
LSA
1743
Lion Street Advisors
Texas
$17K +$17K +358 New
FEG
1744
Financial Enhancement Group
Indiana
$15K – – –
DI
1745
Disciplined Investments
Oklahoma
$15K – – –
EIP
1746
Ellis Investment Partners
Pennsylvania
$14K -$46 -1 -0.3%
ANBT
1747
American National Bank & Trust
Texas
$14K – – –
OAJ
1748
Ogorek Anthony Joseph
New York
$14K – – –
HS
1749
Horan Securities
United States
$14K +$14K +300 New
JSC
1750
Jackson Square Capital
California
$13K -$13.6K -284 -51%
68 69
70
71 72