ORCL icon

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 %
GSWM
1626
Golden State Wealth Management
California
$200K +$73.7K +1,333 +58%
CWG
1627
Cornerstone Wealth Group
North Carolina
$200K +$200K +3,623 New
KOCAA
1628
Knights of Columbus Asset Advisors
Connecticut
$197K +$197K +3,563 New
CWM
1629
Campbell Wealth Management
Virginia
$196K +$196K +3,545 New
ECM
1630
Estabrook Capital Management
New York
$194K – – –
MA
1631
MCF Advisors
Kentucky
$192K +$1.32K +24 +0.7%
FBT
1632
First Bank & Trust
South Dakota
$191K -$24.2K -437 -11%
PWP
1633
Principle Wealth Partners
Connecticut
$189K +$189K +3,425 New
FCA
1634
FinTrust Capital Advisors
South Carolina
$186K -$768K -13,880 -81%
RAM
1635
Riggs Asset Management
Pennsylvania
$186K – – –
ZB
1636
Zions Bancorporation
Utah
$186K +$1.77K +32 +1%
KFS
1637
Kelly Financial Services
Massachusetts
$184K +$111 +2 +0.1%
HI
1638
Hudock Inc
Pennsylvania
$183K +$385 +7 +0.2%
DOA
1639
D'Orazio & Associates
Virginia
$178K – – –
AIC
1640
Archer Investment Corporation
Indiana
$171K – – –
BDWM
1641
Brewin Dolphin Wealth Management
Ireland
$170K – – –
ALAM
1642
Asahi Life Asset Management
Japan
$170K -$749K -13,570 -82%
HFS
1643
Hantz Financial Services
Michigan
$169K +$55 +1 +0%
BWM
1644
Baystate Wealth Management
Massachusetts
$160K +$5.09K +92 +3%
M
1645
Mirova
France
$156K -$3.04K -55 -2%
SCM
1646
Silvant Capital Management
Georgia
$154K – – –
IWP
1647
IAG Wealth Partners
Wisconsin
$153K -$8.11K -146 -5%
NEAM
1648
New England Asset Management
Connecticut
$153K – – –
BAM
1649
Bellevue Asset Management
Washington
$152K – – –
WCG
1650
Weaver Consulting Group
California
$151K +$2.54K +46 +2%
64 65
66
67 68