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Oracle
ORCL

Overview Fund Activity

1,814 hedge funds and large institutions have $83.9B invested in Oracle in 2020 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 587 increasing their positions, 831 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
+25
Holders Change %
+1.4%
% of All Funds
37.29%
Holding in Top 10
57
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.83%
% of All Funds
1.17%
New
146
Increased
587
Reduced
831
Closed
108
Calls
$987M
Puts
$806M
Net Calls
+$181M
Net Calls Change
+$17.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$876M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$861M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$128M
4
Jane Street
Jane Street
New York
+$113M
5
LSV Asset Management
LSV Asset Management
Illinois
+$93.3M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$340M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$283M
3
YAM
Yacktman Asset Management
Texas
-$179M
4
BlackRock
BlackRock
New York
-$157M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
1501
Bell Bank
North Dakota
$260K – – –
WWM
1502
Western Wealth Management
Colorado
$259K -$3.99K -72 -2%
EB
1503
Eastern Bank
Massachusetts
$259K – – –
SGK
1504
Steigerwald Gordon & Koch
Virginia
$259K +$19.3K +349 +8%
AWM
1505
Aries Wealth Management
Maine
$259K +$259K +4,691 New
HWA
1506
Heritage Wealth Advisors
Virginia
$258K – – –
BI
1507
Ballast Inc
Kentucky
$258K -$13.8K -250 -5%
IF
1508
Intrua Financial
Texas
$258K +$258K +4,780 New
BRWM
1509
B. Riley Wealth Management
Tennessee
$257K -$401K -7,246 -61%
PFS
1510
Prospera Financial Services
Texas
$257K -$215K -3,949 -46%
DIP
1511
DT Investment Partners
Pennsylvania
$257K – – –
WI
1512
Wedgewood Investors
Pennsylvania
$257K – – –
FI
1513
Fosun International
China
$257K +$257K +4,695 New
WCM
1514
Whitener Capital Management
North Carolina
$256K – – –
DWM
1515
Destination Wealth Management
California
$255K -$384K -6,935 -60%
CAAS
1516
Capital Asset Advisory Services
Michigan
$255K +$3.31K +61 +1%
CHA
1517
Carmichael Hill & Associates
Maryland
$254K – – –
CCG
1518
Chatham Capital Group
Georgia
$253K +$1.38K +25 +0.5%
DAS
1519
Dynamic Advisor Solutions
Arizona
$252K -$8.01K -145 -3%
CIA
1520
Cascade Investment Advisors
Oregon
$251K -$16.6K -300 -6%
LDFR
1521
Lehman & Derafelo Financial Resources
Pennsylvania
$251K -$92.6K -1,675 -27%
AMC
1522
Asset Management Corp
Illinois
$251K +$830 +15 +0.3%
W
1523
Wealthquest
Ohio
$251K +$251K +4,550 New
DC
1524
DeDora Capital
California
$250K -$111K -2,014 -31%
IFG
1525
Investors Financial Group
Minnesota
$250K +$110 +2 +0%
59 60
61
62 63