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Oracle
ORCL

Overview Fund Activity

1,862 hedge funds and large institutions have $85.3B invested in Oracle in 2020 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 605 increasing their positions, 821 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,862
Holders Change
+48
Holders Change %
+2.65%
% of All Funds
37.67%
Holding in Top 10
60
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.26%
% of All Funds
1.21%
New
149
Increased
605
Reduced
821
Closed
83
Calls
$1.18B
Puts
$907M
Net Calls
+$274M
Net Calls Change
+$92.7M

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$204M
2
Two Sigma Investments
Two Sigma Investments
New York
+$192M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$153M
4
DnB Asset Management
DnB Asset Management
Norway
+$148M
5
SG Americas Securities
SG Americas Securities
New York
+$128M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$890M
2
BlackRock
BlackRock
New York
-$628M
3
Artisan Partners
Artisan Partners
Wisconsin
-$622M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$590M
5
State Street
State Street
Massachusetts
-$404M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
1076
Robertson Stephens Wealth Management
California
$809K -$88.3K -1,481 -10%
BMC
1077
Benin Management Corp
Connecticut
$799K -$22.7K -380 -3%
AWC
1078
Abundance Wealth Counselors
Pennsylvania
$798K +$133K +2,230 +20%
SMC
1079
Smith, Moore & Co
Missouri
$797K +$298 +5 +0%
SRC
1080
Sage Rhino Capital
California
$794K -$386K -6,455 -33%
PI
1081
PFS Investments
Georgia
$788K +$788K +13,203 New
CPO
1082
Cerity Partners OCIO
New York
$784K +$33.8K +566 +5%
AF
1083
Allworth Financial
California
$781K +$7.58K +127 +1%
IP
1084
Investment Partners
Ohio
$778K -$139K -2,333 -15%
DLHL
1085
Donald L. Hagan LLC
Florida
$767K -$410K -6,872 -35%
AOWM
1086
Alpha Omega Wealth Management
Virginia
$763K – – –
PT
1087
Plimoth Trust
Massachusetts
$762K -$38.2K -640 -5%
CCM
1088
Cullen Capital Management
New York
$758K – – –
AAM
1089
Auxier Asset Management
Oregon
$755K – – –
DA
1090
DSC Advisors
Illinois
$752K +$196K +3,274 +35%
NB
1091
Nicolet Bankshares
Wisconsin
$750K -$44.8K -750 -6%
FHC
1092
First Horizon Corporation
Tennessee
$745K +$745K +12,491 New
PBO
1093
Peoples Bank (Ohio)
Ohio
$743K -$28.4K -475 -4%
AF
1094
Advisornet Financial
Minnesota
$740K -$776 -13 -0.1%
TFS
1095
Thoroughbred Financial Services
Tennessee
$739K +$739K +12,381 New
APP
1096
Avantax Planning Partners
Iowa
$736K +$956 +16 +0.1%
GAG
1097
GM Advisory Group
New York
$731K -$5.38K -90 -0.7%
STA
1098
Summit Trail Advisors
New York
$731K +$731K +12,956 New
SIG
1099
Sargent Investment Group
Maryland
$729K +$74.9K +1,255 +11%
GIM
1100
Grassi Investment Management
California
$728K – – –
42 43
44
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