ORCL icon

Oracle
ORCL

Overview Fund Activity

2,089 hedge funds and large institutions have $97.4B invested in Oracle in 2021 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 658 increasing their positions, 965 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,089
Holders Change
+55
Holders Change %
+2.7%
% of All Funds
36.47%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
0.96%
New
153
Increased
658
Reduced
965
Closed
76
Calls
$1.76B
Puts
$1.47B
Net Calls
+$299M
Net Calls Change
+$28.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$627M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$367M
3
PI
Putnam Investments
Massachusetts
+$273M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$121M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$105M

Top Sellers

1
BlackRock
BlackRock
New York
-$404M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$364M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$333M
4
IFP
Independent Franchise Partners
United Kingdom
-$322M
5
Fidelity International
Fidelity International
Bermuda
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
1351
Zacks Investment Management
Illinois
$600K +$259K +3,332 +76%
SIMM
1352
Stillwater Investment Management (Minnesota)
Minnesota
$599K -$43.3K -556 -7%
MGWM
1353
Marks Group Wealth Management
Minnesota
$599K +$7.04K +91 +1%
PP
1354
PDS Planning
Ohio
$599K +$26.9K +345 +5%
PWM
1355
Perigon Wealth Management
California
$597K -$11.3K -145 -2%
SS
1356
Simplicity Solutions
Minnesota
$594K +$83.3K +1,070 +16%
AWM
1357
Aevitas Wealth Management
Massachusetts
$593K -$14.3K -184 -2%
PGCM
1358
Prescott Group Capital Management
Oklahoma
$592K – – –
FNBSF
1359
First National Bank Sioux Falls
South Dakota
$588K -$88.3K -1,134 -13%
MCM
1360
Murphy Capital Management
New Jersey
$588K -$8.78K -113 -1%
BMC
1361
Beaton Management Company
Massachusetts
$586K – – –
NB
1362
Nicolet Bankshares
Wisconsin
$585K -$390K -5,009 -40%
LJAC
1363
L.J. Altfest & Co
New York
$583K -$9.89K -127 -2%
BB
1364
Berkshire Bank
Massachusetts
$581K – – –
KFGK
1365
Keystone Financial Group (Kentucky)
Kentucky
$576K +$58.4K +750 +11%
IF
1366
Intrua Financial
Texas
$575K -$29.3K -327 -5%
DAS
1367
Dynamic Advisor Solutions
Arizona
$574K +$123K +1,585 +27%
LFA
1368
Legacy Financial Advisors
Kentucky
$573K +$40.9K +526 +8%
WPW
1369
Warther Private Wealth
Ohio
$571K +$571K +7,174 New
CCFM
1370
Clear Creek Financial Management
Washington
$571K +$571K +7,330 New
EFSCE
1371
Enterprise Financial Services Corp (EFSC)
Missouri
$566K -$3.89K -50 -0.7%
LIA
1372
LBMC Investment Advisors
Tennessee
$565K +$34.9K +449 +7%
BA
1373
Bridgewater Advisors
New York
$565K +$83.4K +1,071 +17%
Koshinski Asset Management
1374
Koshinski Asset Management
Illinois
$564K -$379K -4,876 -40%
ACP
1375
Aviance Capital Partners
Florida
$563K +$133K +1,709 +31%
53 54
55
56 57