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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 %
AIFAIM
2326
American Institute for Advanced Investment Management
Arizona
$447K – – –
CJH
2327
Christopher J. Hasenberg
Wisconsin
$447K – – –
RWM
2328
RKL Wealth Management
Pennsylvania
$446K +$102K +596 +29%
LWCFA
2329
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$446K -$17.1K -98 -4%
HCM
2330
Hilton Capital Management
New York
$446K -$8.52M -50,007 -95%
6F
2331
626 Financial
Michigan
$445K +$170 +1 +0%
OCM
2332
Objective Capital Management
Ohio
$444K +$444K +2,607 New
OCBCO
2333
Oversea-Chinese Banking Corp (OCBC)
Singapore
$443K +$443K +2,603 New
BCMLT
2334
Beacon Capital Management LLC (Tennessee)
Tennessee
$443K +$55.2K +324 +14%
UOTTAIMCU
2335
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$442K -$820K -4,811 -65%
JHCP
2336
Jackson Hole Capital Partners
Oklahoma
$442K – – –
SWIM
2337
Smallwood Wealth Investment Management
New Jersey
$442K -$17.6K -103 -4%
FC
2338
Financial Council
Maryland
$441K – – –
SC
2339
Shearwater Capital
Colorado
$440K – – –
SLG
2340
Stanley-Laman Group
Pennsylvania
$440K +$133K +783 +44%
TAM
2341
Titleist Asset Management
Texas
$439K -$289K -1,697 -40%
KFS
2342
Kelly Financial Services
Massachusetts
$439K – – –
UB
2343
Umpqua Bank
Oregon
$438K +$11.8K +69 +3%
DI
2344
DDFG Inc
California
$438K +$341 +2 +0.1%
TAM
2345
Taurus Asset Management
New York
$438K +$79.7K +468 +22%
RB
2346
Rodgers Brothers
Pennsylvania
$437K – – –
JCM
2347
Jag Capital Management
Missouri
$437K – – –
SCM
2348
Stonehearth Capital Management
Massachusetts
$437K – – –
HP
2349
Hyperion Partners
Pennsylvania
$436K -$1.19K -7 -0.3%
SGI
2350
Summit Global Investments
Utah
$436K +$436K +2,557 New
92 93
94
95 96