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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 %
MFT
1776
Moisand Fitzgerald Tamayo
Florida
$3K -$7.9K -137 -72%
CMA
1777
Cedar Mountain Advisors
Oregon
$2K – – –
TWP
1778
TFO Wealth Partners
Ohio
$2K – – –
AW
1779
Avion Wealth
Texas
$2K +$2K +37 New
FWM
1780
Filbrandt Wealth Management
Wisconsin
$2K +$2K +40 New
LCC
1781
Lincoln Capital Corp
Rhode Island
$1.98K +$247 +5,112 +14%
CCT
1782
Capital City Trust
Florida
$1.91K +$15 +304 +0.8%
OAM
1783
Optimal Asset Management
California
$1.57K +$350 +7,235 +29%
LWA
1784
Lenox Wealth Advisors
New York
$1K -$821 -23 -45%
HCM
1785
Highlander Capital Management
New Jersey
$1K – – –
NEIRG
1786
New England Investment & Retirement Group
Massachusetts
$1K +$1K +25 New
WA
1787
WBH Advisory
Maryland
$886 -$9 -190 -1%
NL
1788
NWAM LLC
Washington
$783 -$104 -2,163 -12%
TI
1789
tru Independence
Oregon
$389 – – –
CSIA
1790
Charles Schwab Investment Advisory
California
– -$294M -5,545,611 Closed
MVIP
1791
Mar Vista Investment Partners
California
– -$134M -2,523,548 Closed
B
1792
BloombergSen
Ontario, Canada
– -$76.6M -1,445,562 Closed
Renaissance Technologies
1793
Renaissance Technologies
New York
– -$46M -868,732 Closed
Squarepoint
1794
Squarepoint
New York
– -$31.3M -590,759 Closed
AIM
1795
Achmea Investment Management
Netherlands
– -$20.5M -387,361 Closed
WG
1796
Winton Group
United Kingdom
– -$14.3M -269,368 Closed
SCA
1797
Stillwater Capital Advisors
Pennsylvania
– -$13.9M -261,946 Closed
DWM
1798
Doyle Wealth Management
Florida
– -$12.2M -229,982 Closed
Capstone Investment Advisors
1799
Capstone Investment Advisors
New York
– -$9.76M -184,259 Closed
OAM
1800
Oxford Asset Management
United Kingdom
– -$9.3M -175,537 Closed
70 71
72
73 74