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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 %
TAM
1151
Trust Asset Management
Texas
$645K +$280K +4,686 +77%
CIC
1152
Crawford Investment Counsel
Georgia
$643K +$11.2K +188 +2%
LD
1153
Lipe & Dalton
New York
$642K – – –
PCM
1154
Perritt Capital Management
Illinois
$640K -$23.9K -400 -4%
BHWM
1155
Bar Harbor Wealth Management
New Hampshire
$636K -$21.5K -360 -3%
CLOS
1156
Compagnie Lombard Odier SCmA
Switzerland
$632K +$15K +251 +2%
BRM
1157
Boston Research & Management
Massachusetts
$630K – – –
AFG
1158
Albion Financial Group
Utah
$627K – – –
LFAS
1159
Level Four Advisory Services
Texas
$626K -$42K -703 -6%
AWM
1160
Altavista Wealth Management
North Carolina
$626K -$5.97K -100 -0.9%
FFA
1161
First Foundation Advisors
California
$625K -$102K -1,702 -14%
CBTWT
1162
Community Bank & Trust (Waco, Texas)
Texas
$624K -$5.44M -91,047 -90%
IDBONY
1163
Israel Discount Bank of New York
New York
$623K -$53.8K -902 -8%
AP
1164
Atwood & Palmer
Missouri
$621K – – –
MCC
1165
Malaga Cove Capital
California
$618K +$5.97K +100 +1%
SIG
1166
Sky Investment Group
Connecticut
$618K +$618K +10,350 New
KMWM
1167
Keudell/Morrison Wealth Management
Oregon
$617K -$5.73K -96 -0.9%
OAM
1168
Oak Asset Management
California
$616K +$1.19K +20 +0.2%
NWP
1169
Northstar Wealth Partners
Connecticut
$616K +$98.9K +1,659 +19%
OL
1170
Optas LLC
Texas
$616K +$171K +2,853 +38%
BAM
1171
Belpointe Asset Management
Nevada
$615K +$31.9K +534 +5%
LWM
1172
Liberty Wealth Management
California
$613K +$6.74K +113 +1%
EWM
1173
Empirical Wealth Management
Washington
$610K – – –
NIM
1174
Northeast Investment Management
Massachusetts
$610K +$836 +14 +0.1%
FFWA
1175
FRG Family Wealth Advisors
Washington
$607K – – –
45 46
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