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 %
OIM
1501
Orca Investment Management
Oregon
$439K -$90.2K -1,158 -17%
LCM
1502
LVM Capital Management
Michigan
$439K -$5.84K -75 -1%
AP
1503
Appleton Partners
Massachusetts
$439K -$5.37K -69 -1%
RZH
1504
Relyea Zuckerberg Hanson
Connecticut
$438K -$25.2K -324 -5%
PWM
1505
Paulson Wealth Management
Illinois
$435K -$8.73K -112 -2%
WP
1506
WealthShield Partners
North Carolina
$434K -$8.26K -106 -2%
FHC
1507
First Heartland Consultants
Missouri
$434K +$5.37K +69 +1%
DA
1508
DSC Advisors
Illinois
$432K -$311K -4,005 -42%
AA
1509
Alesco Advisors
New York
$432K – – –
RCM
1510
Radnor Capital Management
Pennsylvania
$430K – – –
AWM
1511
Aberdeen Wealth Management
Illinois
$430K +$78 +1 +0%
EHC
1512
Everett Harris & Co
California
$429K – – –
WI
1513
WBI Investments
New Jersey
$429K +$429K +5,516 New
CWS
1514
Cypress Wealth Services
California
$428K -$32.1K -413 -7%
BEAM
1515
Baker Ellis Asset Management
Washington
$428K -$7.78K -100 -2%
DA
1516
Denali Advisors
California
$428K +$296K +3,800 +224%
BFIM
1517
Beese Fulmer Investment Management
Ohio
$427K – – –
BA
1518
Bridge Advisory
California
$426K – – –
RWMH
1519
Riverpoint Wealth Management Holdings
Illinois
$426K +$1.71K +22 +0.4%
M
1520
MOTCO
Texas
$426K +$16.4K +211 +4%
LDFR
1521
Lehman & Derafelo Financial Resources
Pennsylvania
$425K -$28.8K -370 -6%
EWM
1522
Executive Wealth Management
Michigan
$425K +$28.4K +365 +7%
BOPW
1523
Brandywine Oak Private Wealth
Pennsylvania
$425K +$69.9K +899 +20%
AF
1524
Affiance Financial
Minnesota
$424K – – –
RT
1525
Rockland Trust
Massachusetts
$423K -$33.2K -427 -7%
59 60
61
62 63