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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
351
BOK Financial
Oklahoma
$10.4M +$2.81M +38,383 +29%
AAS
352
Annex Advisory Services
Wisconsin
$10.3M +$2.27M +31,009 +22%
BC
353
Burney Company
Virginia
$10.3M -$244K -3,326 -2%
WSTAM
354
Wilbanks Smith & Thomas Asset Management
Virginia
$10.3M +$4.36M +59,568 +55%
MA
355
MUFG Americas
New York
$10.3M -$130K -1,773 -1%
TSW
356
Thompson Siegel & Walmsley
Virginia
$10.2M -$313K -4,270 -2%
CTA
357
Chesley Taft & Associates
Illinois
$10.2M -$217K -2,962 -2%
JIM
358
Jensen Investment Management
Oregon
$10.1M -$1M -13,700 -8%
ECM
359
Evergreen Capital Management
Washington
$10M +$35.6K +486 +0.3%
JIC
360
Johnson Investment Counsel
Ohio
$9.83M -$362K -4,950 -3%
GAM
361
Gotham Asset Management
New York
$9.77M -$7.36M -100,495 -39%
TAM
362
Tocqueville Asset Management
New York
$9.69M +$727K +9,933 +7%
BCIM
363
British Columbia Investment Management
British Columbia, Canada
$9.67M -$2.02M -27,631 -15%
FT
364
Fiduciary Trust
Massachusetts
$9.66M -$823K -11,245 -7%
CFB
365
Cullen/Frost Bankers
Texas
$9.54M +$578K +7,897 +5%
FM
366
Foster & Motley
Ohio
$9.54M +$122K +1,664 +1%
WT
367
Whittier Trust
California
$9.51M -$855K -11,681 -7%
AFG
368
Albion Financial Group
Utah
$9.49M +$626K +8,551 +6%
BCM
369
Bridgeway Capital Management
Texas
$9.46M -$12.3M -168,600 -52%
WAS
370
Wesleyan Assurance Society
United Kingdom
$9.2M
HIMCH
371
Hartford Investment Management Co (HIMCO)
Connecticut
$9.2M -$419K -5,725 -4%
TI
372
Tidal Investments
Wisconsin
$9.19M +$4.98M +68,064 +83%
CAN
373
Cetera Advisor Networks
California
$9.16M +$853K +11,653 +8%
SBH
374
Segall Bryant & Hamill
Illinois
$9.12M -$152K -2,076 -1%
SMI
375
Shelter Mutual Insurance
Missouri
$9.08M

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.