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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 %
ZAM
1401
Zevin Asset Management
Massachusetts
$368K -$116K -1,943 -24%
FAIM
1402
Financial Advocates Investment Management
Washington
$368K +$132K +2,213 +56%
CCP
1403
Clarkston Capital Partners
Michigan
$367K – – –
PAS
1404
Professional Advisory Services
Florida
$366K – – –
MWM
1405
Modera Wealth Management
New Jersey
$366K – – –
PLFAM
1406
Pineno Levin & Ford Asset Management
Virginia
$364K – – –
S
1407
Surevest
California
$364K – – –
BCA
1408
Bay Colony Advisors
Massachusetts
$364K +$67.4K +1,129 +23%
GJCM
1409
Grand Jean Capital Management
California
$358K – – –
THWM
1410
Taylor Hoffman Wealth Management
Virginia
$358K +$47.7K +800 +15%
OSNBOA
1411
Old Second National Bank of Aurora
Illinois
$356K – – –
KTC
1412
Kistler-Tiffany Companies
Pennsylvania
$356K – – –
PL
1413
Plancorp LLC
Missouri
$356K +$50K +839 +16%
WWM
1414
Windsor Wealth Management
Indiana
$355K -$3.91K -68 -1%
CHAM
1415
Clear Harbor Asset Management
Connecticut
$355K – – –
ICM
1416
IMS Capital Management
Oregon
$353K – – –
RT
1417
Rockland Trust
Massachusetts
$352K -$21.5K -360 -6%
AIM
1418
Alhambra Investment Management
Florida
$352K – – –
HCM
1419
Hollencrest Capital Management
California
$352K +$179 +3 +0.1%
FWM
1420
Focused Wealth Management
New York
$352K +$111K +1,854 +46%
BFIM
1421
Beese Fulmer Investment Management
Ohio
$351K -$161K -2,695 -31%
ECG
1422
Edge Capital Group
Georgia
$350K +$9.68K +162 +3%
ST
1423
Sabal Trust
Florida
$348K – – –
RCG
1424
Rock Creek Group
District of Columbia
$346K +$51.2K +857 +17%
FI
1425
FormulaFolio Investments
Michigan
$345K -$88.4K -1,480 -20%
55 56
57
58 59