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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
CP
801
CenterBook Partners
Connecticut
$1.94M -$494K -6,745 -18%
SWM
802
Sculati Wealth Management
Michigan
$1.94M +$101K +1,375 +5%
BBWA
803
Bell & Brown Wealth Advisors
California
$1.93M +$6K +82 +0.3%
HIC
804
Holderness Investments Company
North Carolina
$1.93M +$11.5K +157 +0.5%
FTDI
805
First Trust Direct Indexing
Massachusetts
$1.93M +$19.3K +263 +0.8%
PNAA
806
Pictet North America Advisors
Switzerland
$1.93M -$205K -2,796 -8%
HVIA
807
Hudson Valley Investment Advisors
New York
$1.93M -$73.7K -1,007 -3%
JAFL
808
Jay A. Fishman Ltd
Michigan
$1.93M +$70.3K +960 +3%
CF
809
Copperwynd Financial
Arizona
$1.92M +$77.8K +1,063 +3%
CT
810
Chicago Trust
Illinois
$1.92M -$435K -5,944 -16%
ADL
811
Asset Dedication LLC
California
$1.92M +$165K +2,258 +8%
OC
812
Oppenheimer & Co
New York
$1.91M -$59.7K -815 -3%
SPC
813
Sigma Planning Corp
Michigan
$1.91M +$29.3K +400 +1%
OPS
814
Orion Portfolio Solutions
Nebraska
$1.91M +$117K +1,600 +5%
WHG
815
Westwood Holdings Group
Texas
$1.9M -$1.61M -21,955 -41%
AG
816
Ascent Group
Virginia
$1.9M +$144K +1,970 +9%
RIM
817
Regent Investment Management
Kentucky
$1.9M +$209K +2,850 +10%
FCI
818
Financial Counselors Inc
Kansas
$1.9M +$45K +615 +2%
FNT
819
First Nebraska Trust
Nebraska
$1.89M
GVAG
820
Great Valley Advisor Group
Delaware
$1.89M +$1.59M +21,708 +235%
MC
821
Moors & Cabot
Massachusetts
$1.89M -$276K -3,772 -11%
III
822
Independent Investors Inc
New York
$1.89M -$366K -5,000 -14%
CCB
823
Country Club Bank
Missouri
$1.89M -$25.7K -351 -1%
PGIM
824
Pacific Global Investment Management
California
$1.88M -$7.17K -98 -0.3%
BO
825
BRR OpCo
Ohio
$1.88M +$243K +3,321 +12%

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.