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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
ITIM
851
Indiana Trust & Investment Management
Indiana
$1.76M -$76.1K -1,040 -3%
MFG
852
MidWestOne Financial Group
Iowa
$1.76M +$2.85K +39 +0.1%
JWM
853
Jeppson Wealth Management
California
$1.76M +$159K +2,168 +8%
CPC
854
Congress Park Capital
New York
$1.75M -$204K -2,790 -9%
NSB
855
Norway Savings Bank
Maine
$1.74M +$41.7K +570 +2%
TNBTD
856
Trustmark National Bank Trust Department
Mississippi
$1.73M +$356K +4,860 +21%
VanEck Associates
857
VanEck Associates
New York
$1.72M +$23.6K +322 +1%
LOAMU
858
Lombard Odier Asset Management (USA)
New York
$1.72M +$2.06M +28,090 New
JWCA
859
J.W. Coons Advisors
Ohio
$1.71M +$117K +1,600 +6%
AIIMS
860
Analyst IMS Investment Management Services
Israel
$1.71M -$338K -4,620 -14%
HIA
861
Harbor Investment Advisory
Maryland
$1.7M -$129K -1,757 -6%
SOAMC
862
Spirit of America Management Corp
New York
$1.7M -$36.6K -500 -2%
IPW
863
Inlet Private Wealth
Florida
$1.7M -$6.81K -93 -0.3%
RPWA
864
Regent Peak Wealth Advisors
Georgia
$1.7M +$23.1K +315 +1%
IP
865
Investment Partners
Ohio
$1.7M +$936K +12,780 +85%
AF
866
Allworth Financial
California
$1.69M +$363K +4,964 +22%
GW
867
GW & Wade
Massachusetts
$1.69M -$1.95M -26,651 -49%
Lazard Asset Management
868
Lazard Asset Management
New York
$1.69M -$1.51M -20,665 -43%
MPI
869
Mairs & Power Inc
Minnesota
$1.68M -$5.2K -71 -0.3%
SNBOSCI
870
Security National Bank of Sioux City Iowa
Iowa
$1.68M +$18.1K +247 +0.9%
CG
871
Castellan Group
Kentucky
$1.67M +$372K +5,080 +23%
CPA
872
Court Place Advisors
Maryland
$1.67M -$17.9K -245 -0.9%
EB
873
Eastern Bank
Massachusetts
$1.67M +$23.7K +324 +1%
RMCM
874
Reynders McVeigh Capital Management
Massachusetts
$1.66M -$220K -3,000 -10%
AGP
875
Autumn Glory Partners
Texas
$1.66M +$1.58M +21,601 +385%

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.