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Oracle
ORCL

Overview Fund Activity

3,042 hedge funds and large institutions have $204B invested in Oracle in 2024 Q3 according to their latest regulatory filings, with 282 funds opening new positions, 1,206 increasing their positions, 1,094 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,042
Holders Change
+148
Holders Change %
+5.11%
% of All Funds
44%
Holding in Top 10
166
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+13.7%
% of All Funds
2.4%
New
282
Increased
1,206
Reduced
1,094
Closed
100
Calls
$4.69B
Puts
$4.51B
Net Calls
+$178M
Net Calls Change
+$39.1M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$1.49B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$473M
3
Franklin Resources
Franklin Resources
California
+$439M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
+$355M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$335M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$374M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$253M
4
IFP
Independent Franchise Partners
United Kingdom
-$252M
5
Fidelity International
Fidelity International
Bermuda
-$216M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
1626
TrinityPoint Wealth
Connecticut
$1.27M -$2.73K -16 -0.2%
HWAM
1627
Hennion & Walsh Asset Management
New Jersey
$1.27M +$1.27M +7,427 New
GFPC
1628
Global Financial Private Client
Florida
$1.27M -$1.27M -7,462 -50%
SIA
1629
Schear Investment Advisers
Ohio
$1.26M +$1.26M +7,423 New
HIG
1630
Heritage Investment Group
Florida
$1.26M – – –
BMC
1631
Beaton Management Company
Massachusetts
$1.26M – – –
BWM
1632
Buckley Wealth Management
Nevada
$1.26M +$489K +2,870 +64%
BFIM
1633
Beese Fulmer Investment Management
Ohio
$1.26M – – –
GA
1634
Geller Advisors
New York
$1.25M -$491K -2,880 -28%
SAI
1635
Savvy Advisors Inc
New York
$1.25M +$117K +687 +10%
NIM
1636
Northeast Investment Management
Massachusetts
$1.25M – – –
PFWA
1637
Paces Ferry Wealth Advisors
Georgia
$1.25M -$6.99K -41 -0.6%
GC
1638
Garde Capital
Washington
$1.25M -$63.4K -372 -5%
AMCA
1639
Arthur M. Cohen & Associates
Illinois
$1.24M +$32.6K +195 +3%
FC
1640
Forte Capital
New York
$1.24M +$35.6K +209 +3%
NDSI
1641
Newman Dignan & Sheerar Inc
Rhode Island
$1.24M – – –
OBAM
1642
ODDO BHF Asset Management
France
$1.24M +$1.24M +7,291 New
SAM
1643
Shell Asset Management
Netherlands
$1.24M +$1.24M +7,291 New
BIM
1644
Barton Investment Management
Pennsylvania
$1.24M – – –
LIA
1645
LBMC Investment Advisors
Tennessee
$1.24M – – –
VAS
1646
Vestmark Advisory Solutions
Massachusetts
$1.24M -$1M -5,873 -45%
GL
1647
Gerber LLC
Ohio
$1.23M -$29.7K -174 -2%
BWA
1648
Bordeaux Wealth Advisors
California
$1.23M +$184K +1,082 +18%
IIM
1649
Ipswich Investment Management
Massachusetts
$1.23M – – –
LAM
1650
Lewis Asset Management
California
$1.23M +$196K +1,152 +19%
64 65
66
67 68