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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 %
WQ
1626
Wealth Quarterback
New Jersey
$229K – – –
BFC
1627
Blue Fin Capital
Rhode Island
$228K – – –
PIA
1628
Pinion Investment Advisors
Kansas
$228K – – –
CAGAS
1629
Capital Advisory Group Advisory Services
Minnesota
$228K +$298 +5 +0.1%
NPF
1630
Norris Perne & French
Michigan
$227K – – –
BWM
1631
BerganKDV Wealth Management
Minnesota
$226K -$941K -15,779 -81%
OMC
1632
Old Mission Capital
Illinois
$225K +$225K +3,772 New
WDA
1633
Wendell David Associates
New Hampshire
$224K – – –
KWMG
1634
King Wealth Management Group
Florida
$224K +$538 +9 +0.2%
HFRG
1635
Houlihan Financial Resource Group
Virginia
$224K +$224K +3,919 New
Jacobs Levy Equity Management
1636
Jacobs Levy Equity Management
New Jersey
$223K -$150K -2,510 -40%
AW
1637
ACG Wealth
Georgia
$223K -$32.3K -541 -13%
BCA
1638
Berman Capital Advisors
Georgia
$223K -$7.69K -129 -3%
SG
1639
StoneX Group
New York
$222K +$222K +3,725 New
EGA
1640
Eagle Global Advisors
Texas
$221K -$89.6K -1,500 -29%
NJBEST
1641
New Jersey Better Educational Savings Trust
New Jersey
$221K – – –
CB
1642
Cadence Bank
Mississippi
$221K – – –
RBC
1643
Roble Belko & Company
Pennsylvania
$221K – – –
MCM
1644
Marathon Capital Management
Maryland
$220K -$14.2K -238 -6%
CPIA
1645
Cornell Pochily Investment Advisors
New York
$217K – – –
TI
1646
tru Independence
Oregon
$216K -$267K -4,461 -55%
SIC
1647
Sigma Investment Counselors
Michigan
$216K -$111K -1,858 -34%
CWG
1648
Cornerstone Wealth Group
North Carolina
$216K – – –
BL
1649
Balentine LLC
Georgia
$215K +$140K +2,344 +186%
OWM
1650
Opes Wealth Management
California
$215K +$215K +3,598 New
64 65
66
67 68