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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$719M +$21.9M +288,580 +3%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$695M -$43.1M -567,335 -6%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$667M -$87.5M -1,151,532 -12%
UBS AM
29
UBS AM
Illinois
$660M -$34M -446,874 -5%
IFP
30
Independent Franchise Partners
United Kingdom
$656M -$11.1M -145,453 -2%
Ameriprise
31
Ameriprise
Minnesota
$626M +$91.4M +1,202,685 +19%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$615M -$88.5M -1,164,692 -13%
Barrow, Hanley, Mewhinney & Strauss
33
Barrow, Hanley, Mewhinney & Strauss
Texas
$602M +$556K +7,310 +0.1%
PI
34
Putnam Investments
Massachusetts
$599M +$144M +1,897,602 +35%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589M +$196M +2,576,698 +56%
LP
36
Longview Partners
Guernsey
$584M -$6.31M -83,000 -1%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$566M +$249M +3,277,738 +90%
Swiss National Bank
38
Swiss National Bank
Switzerland
$531M -$33.4M -439,388 -6%
UBS Group
39
UBS Group
Switzerland
$520M +$90.3M +1,188,731 +23%
Franklin Resources
40
Franklin Resources
California
$509M -$6.91M -90,950 -1%
Macquarie Group
41
Macquarie Group
Australia
$465M -$10.8M -141,942 -2%
Bessemer Group
42
Bessemer Group
New Jersey
$457M +$231M +3,045,205 +120%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$451M +$38.5M +506,137 +10%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$444M -$76.8M -1,010,802 -16%
First Manhattan
45
First Manhattan
New York
$390M +$25.5M +335,373 +8%
LSV Asset Management
46
LSV Asset Management
Illinois
$386M -$199M -2,615,068 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$386M -$4.68M -61,642 -1%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$380M -$5.11M -67,288 -1%
Wells Fargo
49
Wells Fargo
California
$375M +$7.33M +96,388 +2%
Invesco
50
Invesco
Georgia
$370M -$5.68M -74,699 -2%

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.