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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 %
STA
1076
Summit Trail Advisors
New York
$3.47M +$860K +5,045 +33%
TC
1077
Truvestments Capital
Florida
$3.46M +$3.11M +18,224 +864%
CGL
1078
Clarius Group LLC
Washington
$3.45M -$86.6K -509 -2%
GI
1079
GAMCO Investors
Connecticut
$3.45M -$66.5K -390 -2%
AWP
1080
Abacus Wealth Partners
California
$3.44M +$40.6K +238 +1%
PIM
1081
Platinum Investment Management
Australia
$3.43M -$275K -1,611 -7%
APP
1082
Avantax Planning Partners
Iowa
$3.42M -$232K -1,362 -6%
CG
1083
Castellan Group
Kentucky
$3.42M -$312K -1,833 -8%
LAI
1084
Legal Advantage Investments
California
$3.42M -$36.8K -216 -1%
Connor, Clark & Lunn Investment Management (CC&L)
1085
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.41M -$38.6M -226,356 -92%
GVAG
1086
Great Valley Advisor Group
Delaware
$3.41M +$684K +4,013 +25%
MCM
1087
Maytus Capital Management
New York
$3.41M +$3.41M +20,000 New
AL
1088
Aspiriant LLC
California
$3.41M -$8.52K -50 -0.2%
LT
1089
Legacy Trust
Michigan
$3.4M +$108K +633 +3%
SFA
1090
Semmax Financial Advisors
North Carolina
$3.39M -$160K -843 -5%
CPBTD
1091
Central Pacific Bank - Trust Division
Hawaii
$3.36M +$1.33M +7,779 +65%
Empower Advisory Group
1092
Empower Advisory Group
Colorado
$3.35M -$211K -1,240 -6%
CNBTD
1093
Citizens National Bank Trust Department
Mississippi
$3.35M -$17.9K -105 -0.5%
ATPW
1094
Ashton Thomas Private Wealth
Arizona
$3.34M +$661K +3,881 +25%
CPIG
1095
Chicago Partners Investment Group
Illinois
$3.34M +$260K +1,500 +8%
UAS
1096
United Asset Strategies
New York
$3.32M +$978K +5,737 +42%
KWA
1097
Kingswood Wealth Advisors
California
$3.32M +$568K +3,335 +21%
FTC
1098
Farmers Trust Company
Ohio
$3.32M -$8.52K -50 -0.3%
SMH
1099
Sanders Morris Harris
Texas
$3.32M – – –
LFA
1100
Legacy Financial Advisors
Kentucky
$3.32M +$85.7K +503 +3%
42 43
44
45 46