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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
$777M
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.39B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$953M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$487M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$608M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
$196M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$303M
3
CSIA
Charles Schwab Investment Advisory
California
$0
4
BlackRock
BlackRock
New York
$7.38B
5
BBHC
Brown Brothers Harriman & Co
New York
$581M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1926
Dakota Wealth Management
Florida
– -$209K -3,952 Closed
MCM
1927
Marathon Capital Management
Maryland
– -$208K -3,936 Closed
TAM
1928
Tradition Asset Management
Virginia
– -$207K -3,910 Closed
CB
1929
Cadence Bank
Mississippi
– -$208K -3,909 Closed
AWM
1930
Aries Wealth Management
Maine
– -$211K -3,896 Closed
BSPF
1931
British Steel Pension Fund
United Kingdom
– -$206K -3,893 Closed
CMI
1932
Clare Market Investments
Texas
– -$206K -3,883 Closed
MFG
1933
Merit Financial Group
Georgia
– -$204K -3,847 Closed
RG
1934
Rathbones Group
United Kingdom
– -$203K -3,831 Closed
BMM
1935
Buffington Mohr McNeal
Idaho
– -$203K -3,830 Closed
AAM
1936
Autus Asset Management
Arizona
– -$201K -3,779 Closed
CAMG
1937
CWA Asset Management Group
Florida
– -$200K -3,774 Closed
TCWM
1938
Total Clarity Wealth Management
Illinois
– -$182K -3,433 Closed
IUHSA
1939
Itau Unibanco Holding S.A.
Brazil
– -$176K -3,316 Closed
PCA
1940
Peddock Capital Advisors
Massachusetts
– -$172K -3,247 Closed
RA
1941
Rational Advisors
New York
– -$159K -2,992 Closed
RMAM
1942
Raab & Moskowitz Asset Management
New Jersey
– -$135K -2,565 Closed
KWM
1943
Keebeck Wealth Management
Illinois
– -$133K -2,521 Closed
APC
1944
Aspire Private Capital
North Carolina
– -$131K -2,477 Closed
AP
1945
Americana Partners
Texas
– -$99K -1,886 Closed
BCI
1946
Brinker Capital Investments
Pennsylvania
– -$91K -1,724 Closed
PA
1947
PSI Advisors
Florida
– -$83K -1,583 Closed
HWM
1948
Howard Wealth Management
Connecticut
– -$79K -1,495 Closed
HCA
1949
Horan Capital Advisors
Ohio
– -$78K -1,463 Closed
CIM
1950
Contravisory Investment Management
Massachusetts
– -$77K -1,445 Closed
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