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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
551
Cohen Klingenstein
New York
$5.08M
KAS
552
Kemnay Advisory Services
New York
$5.08M
NMIMC
553
Northwestern Mutual Investment Management Company
Wisconsin
$5.07M +$69.2K +946 +1%
SCM
554
Sitrin Capital Management
California
$5.07M -$104K -1,415 -2%
DGAM
555
Desjardins Global Asset Management
Quebec, Canada
$5.05M -$2.74M -37,478 -34%
IAIM
556
Industrial Alliance Investment Management
Quebec, Canada
$5.03M
CIP
557
Chartwell Investment Partners
Pennsylvania
$5.01M -$1.98M -27,052 -27%
CG
558
Caprock Group
Idaho
$4.93M +$125K +1,704 +2%
GWA
559
GGM Wealth Advisors
Maryland
$4.93M +$7.32K +100 +0.1%
ST
560
Smithfield Trust
Pennsylvania
$4.9M
PP
561
Prospector Partners
Connecticut
$4.85M +$32.9K +450 +0.7%
CWM
562
Concentric Wealth Management
California
$4.85M +$96.7K +1,321 +2%
Wealth Enhancement Advisory Services
563
Wealth Enhancement Advisory Services
Minnesota
$4.84M -$822K -11,225 -14%
BPA
564
Beacon Pointe Advisors
California
$4.83M -$7.08M -96,760 -58%
AF
565
Arrow Financial
New York
$4.83M -$1.68K -23 -0%
GFA
566
Gifford Fong Associates
California
$4.82M
EW
567
Evoke Wealth
California
$4.8M -$691K -9,436 -12%
IC
568
IEQ Capital
California
$4.75M +$924K +12,616 +23%
SFO
569
Stokes Family Office
Louisiana
$4.71M -$34.1K -466 -0.7%
NSEDCP
570
NJ State Employees Deferred Compensation Plan
New Jersey
$4.68M
SSW
571
Smith Shellnut Wilson
Mississippi
$4.67M +$293 +4 +0%
BFS
572
Bard Financial Services
Connecticut
$4.67M +$91.5K +1,250 +2%
DBT
573
Dubuque Bank & Trust
Iowa
$4.64M -$55.2K -754 -1%
AI
574
AXS Investments
New York
$4.62M -$625K -8,541 -11%
FBC
575
Fairfield, Bush & Co
Connecticut
$4.61M -$570K -7,791 -11%

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.