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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
AWS
626
Atria Wealth Solutions
New York
$3.48M +$302K +4,122 +8%
FMTC
627
Farmers & Merchants Trust Company
California
$3.47M -$28.6K -390 -0.7%
CA
628
Clearstead Advisors
Ohio
$3.47M -$17.6K -240 -0.4%
CC
629
Cannell & Co
New York
$3.46M -$124K -1,700 -3%
SCM
630
Schnieders Capital Management
California
$3.45M +$1.18M +16,051 +40%
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$3.45M -$1.19M -16,208 -22%
AIM
632
Avity Investment Management
Connecticut
$3.44M -$69.9K -955 -2%
AA
633
Ancora Advisors
Ohio
$3.41M +$15.6K +213 +0.4%
BDA
634
Borer Denton & Associates
Pennsylvania
$3.39M +$173K +2,363 +4%
RBC
635
Romano Brothers & Co
Illinois
$3.39M +$4.06M +55,433 New
D.E. Shaw & Co
636
D.E. Shaw & Co
New York
$3.38M -$169M -2,309,187 -98%
BCM
637
Beddow Capital Management
Wyoming
$3.38M +$51.2K +700 +1%
MSS
638
Mitchell Sinkler & Starr
Pennsylvania
$3.37M +$43.9K +600 +1%
GG
639
Gofen & Glossberg
Illinois
$3.37M -$27.6K -377 -0.7%
PCA
640
Providence Capital Advisors
North Carolina
$3.35M -$33K -451 -0.8%
IWC
641
Integrated Wealth Concepts
Massachusetts
$3.35M +$62.6K +855 +2%
HKIM
642
Hayek Kallen Investment Management
Alabama
$3.34M -$43K -587 -1%
SWM
643
Stockman Wealth Management
Montana
$3.33M +$209K +2,851 +6%
HCMT
644
Highland Capital Management (Tennessee)
Tennessee
$3.33M -$8.05K -110 -0.2%
CICI
645
Capital Investment Counsel Inc
North Carolina
$3.33M -$814K -11,115 -17%
CT
646
Coastline Trust
Rhode Island
$3.33M -$272K -3,720 -6%
IFAM
647
Institutional & Family Asset Management
Colorado
$3.33M +$209K +2,858 +6%
KRSITF
648
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.32M +$47.8K +653 +1%
SCP
649
Sender Company & Partners
New York
$3.32M +$3.98M +54,368 New
BRWA
650
B. Riley Wealth Advisors
Florida
$3.25M +$1M +13,692 +35%

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.