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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 %
AW
1576
Alpha Windward
Massachusetts
$226K -$4.14K -75 -2%
FWM
1577
FSA Wealth Management
Massachusetts
$226K – – –
5L
1578
55I LLC
Massachusetts
$226K +$226K +4,097 New
GFPC
1579
Global Financial Private Client
Florida
$226K – – –
VWA
1580
Visionary Wealth Advisors
Illinois
$225K -$3.59K -65 -2%
S
1581
SimplyRich
California
$225K – – –
CF
1582
Centaurus Financial
California
$225K +$221 +4 +0.1%
EWM
1583
Executive Wealth Management
Michigan
$224K -$7.46K -135 -3%
ATC
1584
Adirondack Trust Company
New York
$224K -$5.53K -100 -2%
RHP
1585
Royal Harbor Partners
Texas
$224K +$224K +4,048 New
FWM
1586
Focused Wealth Management
New York
$223K -$53.4K -968 -19%
ESB
1587
Essex Savings Bank
Connecticut
$223K +$223K +4,022 New
EWM
1588
Evermay Wealth Management
Virginia
$223K +$223K +4,035 New
BOPW
1589
Brandywine Oak Private Wealth
Pennsylvania
$223K +$223K +4,043 New
SFG
1590
Summit Financial Group
West Virginia
$222K +$222K +4,025 New
SAM
1591
Shone Asset Management
California
$221K – – –
SCG
1592
Sonata Capital Group
Washington
$221K +$221K +4,000 New
GRQ
1593
Gardner Russo & Quinn
Pennsylvania
$221K +$221K +4,000 New
TW
1594
TrinityPoint Wealth
Connecticut
$220K +$220K +3,987 New
AFM
1595
Andesa Financial Management
Pennsylvania
$219K +$219K +3,953 New
MCM
1596
Marathon Capital Management
Maryland
$218K +$218K +3,938 New
WAM
1597
Wakefield Asset Management
Colorado
$218K +$218K +3,939 New
FAIM
1598
Financial Advocates Investment Management
Washington
$218K +$218K +3,952 New
FA
1599
FCG Advisors
New Jersey
$217K +$217K +3,921 New
TAM
1600
Tradition Asset Management
Virginia
$216K +$216K +3,910 New
62 63
64
65 66