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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 %
MMA
1301
Miracle Mile Advisors
California
$451K +$192K +3,220 +74%
WA
1302
WealthTrust Axiom
Pennsylvania
$450K -$2.41M -40,464 -84%
DIA
1303
Davidson Investment Advisors
Montana
$450K – – –
LJAC
1304
L.J. Altfest & Co
New York
$447K – – –
VAM
1305
Verity Asset Management
North Carolina
$446K -$32.7K -548 -7%
C
1306
Certuity
Florida
$446K +$36.4K +610 +9%
WCWM
1307
Willow Creek Wealth Management
California
$444K -$21K -351 -5%
PMFA
1308
Plante Moran Financial Advisors
Michigan
$443K -$3.94K -66 -0.9%
CIA
1309
Cascade Investment Advisors
Oregon
$443K +$171K +2,870 +63%
MGWM
1310
Marks Group Wealth Management
Minnesota
$441K +$7.58K +127 +2%
BCM
1311
Brookstone Capital Management
Illinois
$437K +$78.7K +1,318 +22%
EP
1312
Eudaimonia Partners
Tennessee
$435K +$44.8K +750 +11%
DTC
1313
Davidson Trust Company
Washington
$434K +$60 +1 +0%
FANJ
1314
Financial Architects (New Jersey)
New Jersey
$433K +$32.2K +539 +8%
FC
1315
Forte Capital
New York
$432K -$12.3K -206 -3%
SIA
1316
Soltis Investment Advisors
Utah
$432K +$15.1K +253 +4%
BFM
1317
Boston Financial Management
Massachusetts
$431K – – –
SAM
1318
Stewart Asset Management
New York
$430K – – –
EFSCE
1319
Enterprise Financial Services Corp (EFSC)
Missouri
$429K +$2.98K +50 +0.7%
LF
1320
Lee Financial
Texas
$426K – – –
NICM
1321
Neo Ivy Capital Management
New York
$426K +$426K +7,148 New
SBCM
1322
Schwerin Boyle Capital Management
Massachusetts
$425K – – –
SEC
1323
Seven Eight Capital
New York
$424K +$424K +7,094 New
KFS
1324
Kurt F. Somerville
$422K -$102K -1,699 -19%
PWMG
1325
Prestige Wealth Management Group
New Jersey
$422K +$1.91K +32 +0.5%
51 52
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