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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
451
Pathstone Family Office
New Jersey
$13.3M +$271K +2,216 +2%
FFIC
452
First Fiduciary Investment Counsel
Ohio
$13.3M +$210K +1,763 +2%
CAM
453
Congress Asset Management
Massachusetts
$13.3M +$12.9M +108,358 +3,624%
Cetera Investment Advisers
454
Cetera Investment Advisers
Illinois
$13.2M +$471K +3,953 +4%
PAG
455
Private Advisor Group
New Jersey
$13M +$1.03M +8,679 +9%
ADEF
456
Adams Diversified Equity Fund
Maryland
$13M – – –
SAM
457
SP Asset Management
California
$13M -$216K -1,810 -2%
QC
458
Quadrature Capital
United Kingdom
$13M +$13M +109,052 New
ASC
459
Atalanta Sosnoff Capital
New York
$13M +$81.8K +687 +0.6%
HIMCH
460
Hartford Investment Management Co (HIMCO)
Connecticut
$12.9M -$2.56M -21,459 -17%
WJWM
461
Williams Jones Wealth Management
New York
$12.9M -$119K -1,000 -0.9%
LCM
462
Laurion Capital Management
New York
$12.9M +$12.9M +108,159 New
CA
463
CSM Advisors
Pennsylvania
$12.9M -$895K -7,515 -7%
BMSSC
464
B. Metzler seel. Sohn & Co
Germany
$12.8M +$30.8K +259 +0.2%
CAM
465
Carret Asset Management
New York
$12.8M +$411K +3,448 +3%
UB
466
UMB Bank
Missouri
$12.8M -$542K -4,550 -4%
BCM
467
Bridgeway Capital Management
Texas
$12.6M +$8.81M +73,960 +233%
CTA
468
Colonial Trust Advisors
South Carolina
$12.6M -$240K -2,016 -2%
AM
469
AGF Management
Ontario, Canada
$12.6M -$15M -126,337 -54%
CWM
470
Congress Wealth Management
Massachusetts
$12.6M +$11.3M +94,980 +898%
FCH
471
Freestone Capital Holdings
Washington
$12.6M -$181K -1,519 -1%
Kovitz Investment Group Partners
472
Kovitz Investment Group Partners
Illinois
$12.4M -$376K -3,154 -3%
ACM
473
Advisors Capital Management
New Jersey
$12.3M +$399K +3,350 +3%
PTB
474
Pioneer Trust Bank
Oregon
$12.3M -$504K -4,235 -4%
MWM
475
Modera Wealth Management
New Jersey
$12.3M +$10.4M +87,120 +553%
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