ORCL icon

Oracle
ORCL

Overview Fund Activity

1,699 hedge funds and large institutions have $99.2B invested in Oracle in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 631 increasing their positions, 752 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,699
Holders Change
-48
Holders Change %
-2.75%
% of All Funds
38.95%
Holding in Top 10
73
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-19.78%
% of All Funds
1.67%
New
82
Increased
631
Reduced
752
Closed
110
Calls
$789M
Puts
$1.16B
Net Calls
-$373M
Net Calls Change
-$76.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$370M
2
CSIA
Charles Schwab Investment Advisory
California
+$219M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$134M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$105M
5
AAMU
Amundi Asset Management US
Massachusetts
+$83.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$544M
2
Deutsche Bank
Deutsche Bank
Germany
-$432M
3
TCIM
TIAA CREF Investment Management
New York
-$368M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$364M
5
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
1451
Dividend Assets Capital
South Carolina
$252K – – –
NWP
1452
Northstar Wealth Partners
Connecticut
$252K +$13.2K +300 +6%
WCAMG
1453
Woodard & Company Asset Management Group
North Carolina
$251K – – –
SFG
1454
Summit Financial Group
West Virginia
$251K -$664K -15,080 -73%
BB
1455
Bell Bank
North Dakota
$251K +$6.22K +141 +3%
WTFG
1456
Wells Trecaso Financial Group
Ohio
$251K +$6.66K +151 +3%
PP
1457
Patten & Patten
Tennessee
$250K +$6.74K +153 +3%
HFA
1458
High Falls Advisors
New York
$249K +$4.84K +110 +2%
BPB
1459
Badgley, Phelps & Bell
Washington
$247K +$14.6K +332 +6%
HP
1460
Hikari Power
Japan
$247K +$247K +5,600 New
PC
1461
Port Capital
Illinois
$246K +$24.2K +548 +11%
FI
1462
FormulaFolio Investments
Michigan
$245K +$6.22K +141 +3%
KLI
1463
Kelman-Lazarov Inc
Tennessee
$244K – – –
HWA
1464
Heritage Wealth Advisors
Virginia
$243K – – –
AW
1465
Alpha Windward
Massachusetts
$242K -$660 -15 -0.3%
GKWIM
1466
Gerber Kawasaki Wealth & Investment Management
California
$241K +$241K +5,365 New
PP
1467
PDS Planning
Ohio
$240K – – –
CCG
1468
Chatham Capital Group
Georgia
$240K +$17.5K +397 +8%
DAS
1469
Dynamic Advisor Solutions
Arizona
$240K +$240K +5,452 New
BAM
1470
Belpointe Asset Management
Nevada
$239K -$53.8K -1,221 -18%
CC
1471
Chicago Capital
Illinois
$237K +$21.5K +488 +10%
GEA
1472
Glen Eagle Advisors
New Jersey
$237K -$1.76K -40 -0.7%
FAIM
1473
Financial Advocates Investment Management
Washington
$236K -$9.03K -201 -4%
WPC
1474
White Pine Capital
Minnesota
$236K -$8.82K -200 -4%
CBN
1475
Cadence Bank NA
Texas
$236K -$7.76K -176 -3%
57 58
59
60 61