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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
TSWM
926
Triangle Securities Wealth Management
North Carolina
$1.4M -$24.5K -334 -1%
BAM
927
Berkshire Asset Management
Pennsylvania
$1.39M -$78.5K -1,072 -4%
MGP
928
Metis Global Partners
California
$1.39M -$60.8K -830 -4%
CIA
929
Citadel Investment Advisory
Ohio
$1.39M -$29.3K -400 -2%
PNC
930
Park National Corp
Ohio
$1.39M
DT
931
Diversified Trust
Tennessee
$1.38M +$69.6K +951 +4%
NLGIA
932
Nippon Life Global Investors Americas
New York
$1.38M -$2.47M -33,770 -60%
FMTCOCP
933
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.38M +$2.85K +39 +0.2%
SW
934
Solidarity Wealth
Utah
$1.38M -$1.83M -25,000 -58%
CCP
935
Cunning Capital Partners
North Carolina
$1.37M
LIM
936
Leavell Investment Management
Alabama
$1.37M +$138K +1,882 +9%
RMDI
937
R.M. Davis Inc
Maine
$1.36M +$702K +9,595 +75%
LSAG
938
Lake Street Advisors Group
New Hampshire
$1.35M +$34.7K +474 +2%
AIA
939
Affinity Investment Advisors
California
$1.34M +$1.14M +15,629 +245%
PAS
940
Park Avenue Securities
New York
$1.34M -$125K -1,712 -7%
SWA
941
Sutton Wealth Advisors
Florida
$1.33M +$439 +6 +0%
BFO
942
Boston Family Office
Massachusetts
$1.33M +$73 +1 +0%
CA
943
Continuum Advisory
Idaho
$1.31M +$119K +1,628 +8%
MCC
944
Malaga Cove Capital
California
$1.31M -$17.4K -238 -1%
CCM
945
Chickasaw Capital Management
Tennessee
$1.3M
VWA
946
V Wealth Advisors
Kansas
$1.3M -$21.7K -297 -1%
HSA
947
HBK Sorce Advisory
Pennsylvania
$1.3M +$572K +7,819 +58%
CIA
948
Cascade Investment Advisors
Oregon
$1.29M +$5.49K +75 +0.5%
OIA
949
Optimum Investment Advisors
Illinois
$1.29M -$11K -150 -0.7%
CAM
950
Close Asset Management
United Kingdom
$1.28M -$275K -3,757 -15%

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.