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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 %
SAM
1601
Shone Asset Management
California
$240K – – –
AFM
1602
Andesa Financial Management
Pennsylvania
$240K +$4.18K +70 +2%
SCG
1603
Sonata Capital Group
Washington
$239K – – –
HWMG
1604
Hurlow Wealth Management Group
Indiana
$239K – – –
GRQ
1605
Gardner Russo & Quinn
Pennsylvania
$239K – – –
EGA
1606
E&G Advisors
Texas
$239K +$12.5K +210 +6%
ALAM
1607
Asahi Life Asset Management
Japan
$239K +$55K +920 +30%
DIA
1608
Dana Investment Advisors
Wisconsin
$239K +$239K +3,998 New
PB
1609
Pinnacle Bancorp
Nebraska
$238K -$7.75K -130 -3%
SFG
1610
Summit Financial Group
West Virginia
$237K -$3.28K -55 -1%
TW
1611
TrinityPoint Wealth
Connecticut
$237K -$895 -15 -0.4%
AA
1612
Auxano Advisors
Washington
$237K +$237K +3,977 New
BA
1613
Ballast Advisors
Minnesota
$236K -$9K -151 -4%
FFG
1614
Frisch Financial Group
New York
$236K +$7K +117 +3%
WAM
1615
Wakefield Asset Management
Colorado
$235K -$478 -8 -0.2%
GWAG
1616
Garrett Wealth Advisory Group
Texas
$233K -$49.1K -824 -17%
SWM
1617
SVA Wealth Management
Wisconsin
$232K -$28.9K -485 -11%
CSPIA
1618
Cary Street Partners Investment Advisory
Virginia
$232K +$232K +3,886 New
FP
1619
Financial Perspectives
Minnesota
$232K +$124K +2,071 +114%
WP
1620
WealthPLAN Partners
Nebraska
$231K -$238K -4,218 -51%
HIC
1621
Hartline Investment Corp
Illinois
$231K – – –
H
1622
HoyleCohen
California
$230K -$1.76M -29,498 -88%
AWA
1623
ARS Wealth Advisors
Florida
$230K +$359 +6 +0.2%
BWP
1624
BSW Wealth Partners
Colorado
$229K -$97.6K -1,632 -30%
WQ
1625
Wealth Quarterback
New Jersey
$229K – – –
63 64
65
66 67