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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
ATC
501
Argent Trust Co
Tennessee
$5.21M +$524K +7,158 +9%
HFS
502
Haverford Financial Services
Pennsylvania
$5.19M -$1.32K -18 -0%
HT
503
Heritage Trust
Oklahoma
$5.19M +$250K +3,412 +4%
SYBT
504
Stock Yards Bank & Trust
Kentucky
$5.18M +$155K +2,122 +3%
NCM
505
Neumann Capital Management
California
$5.15M -$14.6K -200 -0.2%
GWA
506
GGM Wealth Advisors
Maryland
$5.13M +$7.1K +97 +0.1%
EIP
507
Easterly Investment Partners
Massachusetts
$5.13M -$61.3K -837 -1%
TFA
508
Toth Financial Advisory
Virginia
$5.12M +$573K +7,828 +10%
DWM
509
Dorchester Wealth Management
Quebec, Canada
$5.1M +$60.4K +825 +1%
ASN
510
Advisory Services Network
Georgia
$5.1M +$42.8K +585 +0.7%
BBL
511
Beck Bode LLC
Massachusetts
$5.08M +$460K +6,288 +8%
Wolverine Trading
512
Wolverine Trading
Illinois
$5.06M +$5.29M +72,315 +715%
ZCA
513
Zeke Capital Advisors
Pennsylvania
$5.06M +$215K +2,935 +4%
SPIA
514
Steward Partners Investment Advisory
New York
$5.05M -$282K -3,847 -4%
EWM
515
Evercore Wealth Management
New York
$5.04M -$39.6K -541 -0.7%
SWP
516
Stratos Wealth Partners
Ohio
$5.03M -$152K -2,076 -2%
Thrivent Financial for Lutherans
517
Thrivent Financial for Lutherans
Minnesota
$5M -$1.78M -24,255 -23%
BTWM
518
Baker Tilly Wealth Management
Wisconsin
$5M -$118K -1,615 -2%
HC
519
Hourglass Capital
Texas
$4.94M +$14.6K +200 +0.2%
V
520
Veritable
Delaware
$4.93M -$563K -7,696 -9%
NIC
521
Northwest Investment Counselors
Oregon
$4.93M -$58.1K -794 -1%
NMERB
522
New Mexico Educational Retirement Board
New Mexico
$4.92M -$498K -6,800 -8%
VFA
523
Valeo Financial Advisors
Indiana
$4.9M +$110K +1,501 +2%
PMAM
524
Picton Mahoney Asset Management
Ontario, Canada
$4.9M +$5.87M +80,210 New
RGI
525
River Global Investors
United Kingdom
$4.88M +$1.12M +15,240 +24%

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.