ORCL icon

Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
651
Logan Capital Management
Pennsylvania
$10.4M -$329K -1,930 -3%
LAM
652
Lountzis Asset Management
Pennsylvania
$10.4M -$11.1K -65 -0.1%
PFP
653
Pinnacle Financial Partners
Tennessee
$10.3M +$207K +1,214 +2%
PGIM
654
Pacific Global Investment Management
California
$10.3M -$6.48K -38 -0.1%
RS
655
Robeco Schweiz
Switzerland
$10.3M – – –
JRCM
656
Jones Road Capital Management
New York
$10.3M +$1.79M +10,490 +21%
FTDI
657
First Trust Direct Indexing
Massachusetts
$10.3M +$654K +3,839 +7%
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$10.2M -$239K -1,404 -2%
MWM
659
Mission Wealth Management
California
$10.2M -$2.58M -15,165 -20%
FPFS
660
First Personal Financial Services
North Carolina
$10.2M -$1.23M -7,195 -11%
NC
661
Naman Capital
Brazil
$10.2M -$3.41M -20,000 -25%
TA
662
Trivest Advisors
Hong Kong
$10.2M +$10.2M +60,000 New
HCMT
663
Highland Capital Management (Tennessee)
Tennessee
$10.2M +$2.44M +14,293 +31%
AAP
664
Ardsley Advisory Partners
Connecticut
$10.2M +$3.72M +22,000 +58%
IWC
665
Integrated Wealth Concepts
Massachusetts
$10.1M +$165K +971 +2%
AC
666
Addison Capital
Pennsylvania
$10.1M -$59K -346 -0.6%
PVI
667
Pine Valley Investments
New Jersey
$10.1M -$121K -713 -1%
TIM
668
Thompson Investment Management
Wisconsin
$9.99M -$398K -2,337 -4%
SC
669
Stolper & Co
Oklahoma
$9.97M -$49.8K -292 -0.5%
GRP
670
Global Retirement Partners
California
$9.95M +$74.3K +436 +0.8%
AWM
671
AE Wealth Management
Kansas
$9.91M +$360K +2,110 +4%
CII
672
Capital International Inc
California
$9.87M +$119K +696 +1%
SFG
673
SevenBridge Financial Group
Pennsylvania
$9.87M +$324K +1,712 +3%
HB
674
HTLF Bank
Colorado
$9.82M -$350K -2,053 -3%
Wellington Management Group
675
Wellington Management Group
Massachusetts
$9.79M +$2.1M +12,302 +27%
25 26
27
28 29