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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 %
NCM
1126
Narwhal Capital Management
Georgia
$684K -$1.42M -23,754 -67%
CB
1127
Community Bank
New York
$684K -$10.4K -175 -2%
BIM
1128
Barton Investment Management
Pennsylvania
$679K – – –
OPPTF
1129
OPSEU Pension Plan Trust Fund
Ontario, Canada
$678K +$38.3K +638 +6%
WIA
1130
Wealthstreet Investment Advisors
Texas
$677K – – –
BRWM
1131
B. Riley Wealth Management
Tennessee
$677K +$400K +6,695 +144%
CAM
1132
Cozad Asset Management
Illinois
$675K -$41.3K -693 -6%
BHBT
1133
Burke & Herbert Bank & Trust
Virginia
$675K +$37.6K +630 +6%
OFG
1134
Oxford Financial Group
Indiana
$672K -$78.6K -1,316 -10%
PVWM
1135
Point View Wealth Management
New Jersey
$671K -$33.5K -562 -5%
RCAG
1136
Rehmann Capital Advisory Group
Michigan
$671K +$12.9K +216 +2%
WAAG
1137
Wealth Alliance Advisory Group
Kansas
$670K – – –
EFS
1138
Essex Financial Services
Connecticut
$669K -$843K -14,114 -56%
CCWA
1139
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$666K +$50.3K +843 +8%
VVP
1140
Venture Visionary Partners
Ohio
$666K +$666K +11,164 New
SFM
1141
Signet Financial Management
New Jersey
$664K -$37.3K -661 -5%
ATFA
1142
All Terrain Financial Advisors
Minnesota
$664K – – –
PFWA
1143
Paces Ferry Wealth Advisors
Georgia
$664K +$664K +11,116 New
PCMC
1144
Paragon Capital Management (Colorado)
Colorado
$664K +$664K +11,126 New
BFA
1145
Beaumont Financial Advisors
Massachusetts
$657K +$406K +6,794 +162%
PAS
1146
Park Avenue Securities
New York
$654K -$151K -2,523 -19%
FPS
1147
Fieldpoint Private Securities
Connecticut
$651K -$2.39K -40 -0.4%
CCM
1148
CAAS Capital Management
New York
$647K +$647K +10,831 New
EMPI
1149
Elo Mutual Pension Insurance
Finland
$647K +$647K +10,842 New
GWS
1150
Glassman Wealth Services
Virginia
$645K +$58.9K +986 +10%
44 45
46
47 48