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Oracle
ORCL

Overview Fund Activity

1,814 hedge funds and large institutions have $83.9B invested in Oracle in 2020 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 587 increasing their positions, 831 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+25
Holders Change %
+1.4%
% of All Funds
37.29%
Holding in Top 10
57
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.83%
% of All Funds
1.17%
New
146
Increased
587
Reduced
831
Closed
108
Calls
$987M
Puts
$806M
Net Calls
+$181M
Net Calls Change
+$17.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$876M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$861M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$128M
4
Jane Street
Jane Street
New York
+$113M
5
LSV Asset Management
LSV Asset Management
Illinois
+$93.3M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$340M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$283M
3
YAM
Yacktman Asset Management
Texas
-$179M
4
BlackRock
BlackRock
New York
-$157M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
1001
Laurel Wealth Advisors (North Carolina)
North Carolina
$924K -$13.3K -240 -1%
FMWA
1002
Forvis Mazars Wealth Advisors
Missouri
$917K +$29.4K +531 +3%
OC
1003
Oakworth Capital
Alabama
$915K +$3.37K +61 +0.4%
OAM
1004
Optimal Asset Management
California
$914K -$882K -15,952 -49%
SVWAG
1005
Sound View Wealth Advisors Group
Georgia
$909K +$37.5K +678 +4%
CFMC
1006
Curbstone Financial Management Corp
New Hampshire
$903K +$226K +4,100 +33%
SWA
1007
Stratos Wealth Advisors
Ohio
$903K +$377K +6,828 +72%
LSAG
1008
Lake Street Advisors Group
New Hampshire
$901K +$51.7K +936 +6%
DBIA
1009
Dumont & Blake Investment Advisors
New Jersey
$897K -$24.8K -449 -3%
CWM
1010
Centric Wealth Management
Illinois
$896K -$60K -1,086 -6%
TBNY
1011
Trustco Bank (New York)
New York
$896K – – –
PWW
1012
Pettyjohn Wood & White
Virginia
$893K -$8.29K -150 -0.9%
AWCI
1013
Alpine Woods Capital Investors
New York
$893K +$48.2K +872 +6%
Cetera Investment Advisers
1014
Cetera Investment Advisers
Illinois
$888K +$27.1K +491 +3%
AL
1015
Aspiriant LLC
California
$885K +$74K +1,335 +9%
PWP
1016
Private Wealth Partners
California
$874K – – –
BWA
1017
BDO Wealth Advisors
Florida
$868K -$45K -814 -5%
SWMG
1018
Signature Wealth Management Group
Georgia
$864K +$30.2K +547 +4%
WIC
1019
Woodmont Investment Counsel
Tennessee
$860K -$57.3K -1,037 -6%
Assenagon Asset Management
1020
Assenagon Asset Management
Luxembourg
$859K +$859K +15,550 New
SW
1021
SteelPeak Wealth
California
$858K +$858K +15,516 New
CFA
1022
Carroll Financial Associates
North Carolina
$854K +$46.4K +839 +6%
ACM
1023
Azimuth Capital Management
Michigan
$852K -$127K -2,300 -13%
IP
1024
Investment Partners
Ohio
$849K +$5.52K +100 +0.7%
WC
1025
Whitney & Co
New York
$848K -$43K -779 -5%
39 40
41
42 43