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Oracle
ORCL

Overview Fund Activity

2,089 hedge funds and large institutions have $97.4B invested in Oracle in 2021 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 658 increasing their positions, 965 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,089
Holders Change
+55
Holders Change %
+2.7%
% of All Funds
36.47%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
0.96%
New
153
Increased
658
Reduced
965
Closed
76
Calls
$1.76B
Puts
$1.47B
Net Calls
+$299M
Net Calls Change
+$28.4M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$627M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$367M
3
PI
Putnam Investments
Massachusetts
+$273M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$121M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$105M

Top Sellers

1
BlackRock
BlackRock
New York
-$404M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$364M
3
Nordea Investment Management
Nordea Investment Management
Sweden
-$333M
4
IFP
Independent Franchise Partners
United Kingdom
-$322M
5
Fidelity International
Fidelity International
Bermuda
-$312M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDPIC
1726
Deroy & Devereaux Private Investment Counsel
Michigan
$280K -$5.44K -70 -2%
FI
1727
Financial Insights
Washington
$280K +$280K +360 New
LNWTC
1728
Laird Norton Wetherby Trust Company
Washington
$279K -$61.1K -785 -18%
OWP
1729
Obermeyer Wealth Partners
Colorado
$279K +$279K +3,585 New
HC
1730
Hamilton Capital
Ohio
$278K -$92.6K -1,189 -25%
BWM
1731
BerganKDV Wealth Management
Minnesota
$278K +$78 +1 +0%
MA
1732
MCF Advisors
Kentucky
$278K +$1.01K +13 +0.4%
OPA
1733
Old Port Advisors
Maine
$276K -$5.92K -67 -2%
CWM
1734
Campbell Wealth Management
Virginia
$276K – – –
KIM
1735
Karpus Investment Management
New York
$276K +$276K +3,550 New
VCM
1736
Vivaldi Capital Management
Illinois
$275K -$7.87K -87 -3%
NEWAS
1737
N.E.W. Advisory Services
Wisconsin
$275K +$78 +1 +0%
WCA
1738
Westover Capital Advisors
Delaware
$274K – – –
PB
1739
Pinnacle Bancorp
Nebraska
$273K -$32.9K -423 -11%
SWM
1740
Soundmark Wealth Management
Washington
$273K +$27.3K +350 +11%
AIA
1741
Affinity Investment Advisors
California
$272K -$35.3K -453 -11%
EGA
1742
Eagle Global Advisors
Texas
$272K – – –
BHA
1743
Beech Hill Advisors
New York
$272K – – –
SFP
1744
Shepherd Financial Partners
Massachusetts
$272K +$46.7K +599 +21%
PWMG
1745
Pinnacle Wealth Management Group
Michigan
$272K +$272K +3,496 New
CAC
1746
Certified Advisory Corp
Florida
$271K -$62K -796 -19%
CWA
1747
Clarity Wealth Advisors
California
$271K -$1.24K -16 -0.5%
Members Trust
1748
Members Trust
Florida
$271K – – –
VWA
1749
Visionary Wealth Advisors
Illinois
$270K -$49.6K -636 -16%
RW
1750
REDW Wealth
New Mexico
$269K +$15.6K +200 +6%
68 69
70
71 72