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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 %
CA
1176
Cambridge Advisors
Nebraska
$606K – – –
DP
1177
Denver PWM
Colorado
$605K -$105K -1,756 -15%
PIM
1178
Penobscot Investment Management
Massachusetts
$604K – – –
PCG
1179
Private Capital Group
Connecticut
$603K +$14.4K +242 +2%
MMPW
1180
Mitchell McLeod Pugh & Williams
Alabama
$601K – – –
BW
1181
Bison Wealth
Georgia
$600K -$15.8K -264 -3%
FAM
1182
Formidable Asset Management
Ohio
$598K +$1.06K +18 +0.2%
1WA
1183
180 Wealth Advisors
Washington
$595K -$22.3K -374 -4%
GSBTD
1184
Glenview State Bank Trust Department
Illinois
$593K – – –
JCIA
1185
Jackson Creek Investment Advisors
Colorado
$592K +$592K +9,910 New
NAS
1186
Nicolet Advisory Services
Wisconsin
$590K -$425K -7,122 -42%
ARMT
1187
Amica Retiree Medical Trust
Rhode Island
$590K -$414K -6,933 -41%
DA
1188
Duality Advisers
Florida
$589K +$115K +1,932 +24%
MIM
1189
Miller Investment Management
Pennsylvania
$588K – – –
BCM
1190
Birch Capital Management
Texas
$588K – – –
BFA
1191
Beacon Financial Advisory
Ohio
$587K +$587K +9,838 New
FFN
1192
Focus Financial Network
Minnesota
$585K +$17.1K +286 +3%
HIM
1193
Hillsdale Investment Management
Ontario, Canada
$585K -$65.7K -1,100 -10%
SAG
1194
Spotlight Asset Group
Illinois
$585K -$40.5K -678 -6%
ERIM
1195
Eagle Ridge Investment Management
Connecticut
$584K +$86.8K +1,454 +17%
MAWCM
1196
Mine & Arao Wealth Creation & Management
California
$583K -$41.9K -701 -7%
BWL
1197
Bogart Wealth LLC
Virginia
$583K -$12K -201 -2%
OFS
1198
OneAscent Financial Services
Alabama
$583K +$34.7K +582 +6%
MWA
1199
Marshall Wace Asia
Hong Kong
$583K +$583K +9,763 New
GLLW
1200
Graves Light Lenhart Wealth
Virginia
$582K -$5.49K -92 -0.9%
46 47
48
49 50