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Oracle
ORCL

2,349 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 842 increasing their positions, 938 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 92

46% more funds holding in top 10

Funds holding in top 10: 67 → 98 (+31)

22% more call options, than puts

Call options by funds: $1.86B | Put options by funds: $1.53B

15% more capital invested

Capital invested by funds: $94B → $108B (+$13.9B)

2% more funds holding

Funds holding: 2,299 → 2,349 (+50)

1.69% more ownership

Funds ownership: 42.58% → 44.26% (+1.7%)

10% less repeat investments, than reductions

Existing positions increased: 842 | Existing positions reduced: 938

Holders
2,349
Holders Change
+50
Holders Change %
+2.17%
% of All Funds
37.43%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.56%
New
192
Increased
842
Reduced
938
Closed
92
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$266M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$454M
2
Capital World Investors
Capital World Investors
California
+$361M
3
Goldman Sachs
Goldman Sachs
New York
+$348M
4
PI
Putnam Investments
Massachusetts
+$321M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$232M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$505M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$285M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$282M
4
N
Nuveen
North Carolina
-$172M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
351
Johnson Investment Counsel
Ohio
$14.8M +$44.9K +512 +0.3%
FT
352
Fiduciary Trust
Massachusetts
$14.6M -$213K -2,430 -2%
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
$14.5M +$3.32M +37,872 +32%
BAAM
354
Baker Avenue Asset Management
California
$14.5M +$3.51M +39,995 +35%
LNB
355
Ledyard National Bank
$14.5M -$769K -8,767 -5%
JIM
356
Jensen Investment Management
Oregon
$14.4M -$492K -5,615 -3%
TAM
357
Tocqueville Asset Management
New York
$14.3M -$349K -3,976 -3%
BCI
358
Brinker Capital Investments
Pennsylvania
$14.2M +$2.32M +26,498 +21%
OPS
359
Orion Portfolio Solutions
Nebraska
$14.2M +$11.5M +131,602 +614%
O
360
Ossiam
France
$14.2M +$6.9M +78,690 +106%
WAS
361
Wesleyan Assurance Society
United Kingdom
$14M – – –
SCM
362
Shelton Capital Management
Colorado
$14M +$8.75M +99,831 +198%
FM
363
Foster & Motley
Ohio
$13.9M -$192K -2,190 -1%
WT
364
Whittier Trust
California
$13.9M -$370K -4,214 -3%
SMI
365
Shelter Mutual Insurance
Missouri
$13.8M – – –
Wealthfront Advisers
366
Wealthfront Advisers
California
$13.7M +$760K +8,670 +6%
TRSOTSOK
367
Teachers Retirement System of the State of Kentucky
Kentucky
$13.6M – – –
AIA
368
Avalon Investment & Advisory
Texas
$13.6M -$12.7M -145,315 -50%
KA
369
KLCM Advisors
Wisconsin
$13.6M -$7.52M -85,755 -37%
Thrivent Financial for Lutherans
370
Thrivent Financial for Lutherans
Minnesota
$13.5M +$2.63M +30,021 +26%
VHAM
371
Van Hulzen Asset Management
California
$13.4M +$2.24M +25,562 +21%
BCIM
372
British Columbia Investment Management
British Columbia, Canada
$13.4M +$240K +2,733 +2%
FVCM
373
F&V Capital Management
Florida
$13.4M +$395K +4,510 +3%
EB
374
Eastern Bank
Massachusetts
$13.3M +$10.3M +117,184 +448%
WAM
375
Winslow Asset Management
Ohio
$13.3M -$122K -1,386 -1%
13 14
15
16 17

ORCL Hedge Fund Activity: Q1 2023 in Review

2,349 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2023, worth a combined $108B — up 15% from $94B a quarter earlier.

Buyers outnumbered sellers: 192 funds opened new ORCL positions and 92 closed out — a net gain of 100 holders — while 842 added to existing stakes and 938 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $454M. The largest seller was Norges Bank, cutting an estimated $505M.

  • 2,349 institutional investors held Oracle (ORCL) as of Q1 2023, up from 2,299 in Q4 2022.
  • Funds reported $108B of Oracle stock for Q1 2023, up 15% quarter-over-quarter.
  • 192 funds opened new Oracle positions in Q1 2023 and 92 closed out, a net change of +100 holders.
  • The largest Oracle buyer in Q1 2023 was JP Morgan Chase, an estimated $454M added.
  • The largest Oracle seller in Q1 2023 was Norges Bank, an estimated $505M sold.

Based on aggregated 13F filings for Q1 2023.