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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
WAM
751
Westport Asset Management
Connecticut
$2.26M
ACP
752
Ashfield Capital Partners
California
$2.25M -$3.22K -44 -0.1%
PCA
753
Personal Capital Advisors
California
$2.24M +$112K +1,536 +4%
GWCM
754
Godshalk Welsh Capital Management
Pennsylvania
$2.23M +$65.9K +900 +3%
CPSAC
755
Chas P. Smith & Associates (CPS)
Florida
$2.22M -$57.8K -790 -2%
MMG
756
Monetary Management Group
Missouri
$2.19M
BCWM
757
Bartlett & Co Wealth Management
Ohio
$2.18M -$63.7K -870 -2%
BC
758
Bartlett & Co
Ohio
$2.18M -$63.7K -870 -2%
CHAM
759
Clear Harbor Asset Management
Connecticut
$2.18M -$26.4K -360 -1%
MIC
760
Means Investment Company
Maine
$2.18M -$5.42K -74 -0.2%
XF
761
XML Financial
Maryland
$2.18M +$1.47M +20,028 +128%
BHIA
762
Birch Hill Investment Advisors
Massachusetts
$2.17M
MP
763
McDonald Partners
Ohio
$2.17M -$164K -2,243 -6%
GIP
764
Granite Investment Partners
California
$2.15M -$690K -9,429 -21%
HA
765
Heartland Advisors
Wisconsin
$2.15M -$2.78K -38 -0.1%
FSA
766
Franklin Street Advisors
North Carolina
$2.14M -$26.4K -360 -1%
TBWA
767
Three Bridge Wealth Advisors
California
$2.14M -$40K -546 -2%
FLI
768
Family Legacy Inc
South Carolina
$2.14M +$15.4K +211 +0.6%
EAM
769
Eukles Asset Management
Ohio
$2.14M -$10.8K -147 -0.4%
SAM
770
Selway Asset Management
$2.14M +$138K +1,885 +6%
QCG
771
Quadrant Capital Group
Ohio
$2.14M +$23.7K +324 +0.9%
RIM
772
Redpoint Investment Management
Australia
$2.13M -$339K -4,633 -12%
VI
773
Versor Investments
New York
$2.13M +$2.55M +34,853 New
PI
774
PGGM Investments
Netherlands
$2.13M +$2.55M +34,819 New
DFA
775
Delta Financial Advisors
Louisiana
$2.12M -$2.49K -34 -0.1%

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.