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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
FCH
401
Freestone Capital Holdings
Washington
$7.84M -$1.33M -18,221 -12%
VPIM
402
Vanguard Personalized Indexing Management
California
$7.79M +$1.23M +16,742 +15%
Bank of Nova Scotia
403
Bank of Nova Scotia
Ontario, Canada
$7.78M -$20.5M -279,567 -69%
KWM
404
Kingsview Wealth Management
Oregon
$7.7M +$512K +6,996 +6%
SMDAM
405
Sumitomo Mitsui DS Asset Management
Japan
$7.69M +$566K +7,731 +7%
PCA
406
Pallas Capital Advisors
Massachusetts
$7.67M +$228K +3,121 +3%
MML Investors Services
407
MML Investors Services
Massachusetts
$7.62M +$339K +4,632 +4%
ACM
408
Advisors Capital Management
New Jersey
$7.61M +$6.38M +87,094 +888%
VAM
409
Valliance Asset Management
Hong Kong
$7.56M +$9.06M +123,810 New
BAAM
410
Baker Avenue Asset Management
California
$7.53M +$6.6M +90,201 +272%
WF
411
Welch & Forbes
Massachusetts
$7.49M +$98.3K +1,342 +1%
ADEF
412
Adams Diversified Equity Fund
Maryland
$7.46M
SDIC
413
South Dakota Investment Council
South Dakota
$7.46M
PAIM
414
Punch & Associates Investment Management
Minnesota
$7.46M +$14.1K +192 +0.2%
PAG
415
Private Advisor Group
New Jersey
$7.41M -$947K -12,933 -10%
EP
416
Edgestream Partners
New Jersey
$7.38M +$3.14M +42,902 +55%
VHAM
417
Van Hulzen Asset Management
California
$7.37M +$1.67M +22,780 +23%
HWM
418
HB Wealth Management
Georgia
$7.36M +$879K +12,001 +11%
EMPI
419
Elo Mutual Pension Insurance
Finland
$7.34M -$444K -6,060 -5%
NC
420
Naman Capital
Brazil
$7.33M
AWM
421
AE Wealth Management
Kansas
$7.31M -$822K -11,221 -9%
CWM
422
CIBC World Markets
New York
$7.26M -$6.75M -92,242 -44%
KRS
423
Kentucky Retirement Systems
Kentucky
$7.26M +$151K +2,069 +2%
UB
424
UMB Bank
Missouri
$7.26M -$308K -4,205 -3%
USCWA
425
U.S. Capital Wealth Advisors
Texas
$7.21M +$302K +4,131 +4%

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.