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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
Verition Fund Management
926
Verition Fund Management
Connecticut
$1.52M +$1.59M +21,767 New
DT
927
Diversified Trust
Tennessee
$1.52M -$23.1K -315 -1%
LSAG
928
Lake Street Advisors Group
New Hampshire
$1.52M +$29.1K +398 +2%
VWA
929
V Wealth Advisors
Kansas
$1.51M +$293 +4 +0%
WP
930
WealthSource Partners
California
$1.5M -$88.8K -1,213 -5%
MCC
931
Malaga Cove Capital
California
$1.5M +$253K +3,454 +19%
RE
932
RBC Europe
United Kingdom
$1.5M
CCM
933
Chickasaw Capital Management
Tennessee
$1.49M -$17.6K -241 -1%
MWM
934
Mission Wealth Management
California
$1.49M +$140K +1,915 +10%
SFA
935
Sequoia Financial Advisors
Ohio
$1.49M -$175K -2,393 -10%
SC
936
SouthState Corp
Florida
$1.49M +$142K +1,945 +10%
OIA
937
Optimum Investment Advisors
Illinois
$1.48M -$176K -2,400 -10%
AWM
938
Apollon Wealth Management
South Carolina
$1.48M +$48.5K +662 +3%
TMAM
939
Tokio Marine Asset Management
Japan
$1.48M +$210K +2,874 +16%
FMC
940
First Merchants Corp
Indiana
$1.47M -$264K -3,613 -15%
MCA
941
Martin Capital Advisors
Texas
$1.47M
EVM
942
Evelyn V. Moreno
$1.47M +$729K +9,960 +90%
WTB
943
Washington Trust Bank
Washington
$1.46M -$200K -2,737 -12%
GRP
944
Global Retirement Partners
California
$1.45M +$22.5K +307 +2%
PCP
945
Proficio Capital Partners
Massachusetts
$1.44M -$80.3K -1,097 -5%
CWM
946
Cabot Wealth Management
Massachusetts
$1.43M -$18.7K -256 -1%
HPM
947
Hudson Portfolio Management
New York
$1.43M -$16K -218 -1%
LIM
948
Leavell Investment Management
Alabama
$1.43M -$11.3K -155 -0.8%
DF
949
Donoghue Forlines
Massachusetts
$1.43M +$1.5M +20,454 New
AIM
950
AMI Investment Management
Indiana
$1.42M -$6.29K -86 -0.4%

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.