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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1001
Optimum Investment Advisors
Illinois
$2.4M -$26.8K -225 -1%
HBT
1002
Hills Bank & Trust
Iowa
$2.4M +$42.6K +358 +2%
LT
1003
Legacy Trust
Michigan
$2.39M +$5.36K +45 +0.2%
FMAEN1
1004
Fund Management at Engine No 1
California
$2.39M +$166K +1,396 +7%
PWM
1005
Perigon Wealth Management
California
$2.38M +$882K +7,405 +59%
AC
1006
Arjuna Capital
North Carolina
$2.38M -$1.3M -10,950 -35%
TSWM
1007
Triangle Securities Wealth Management
North Carolina
$2.37M -$192K -1,614 -8%
CG
1008
Castellan Group
Kentucky
$2.36M -$750K -6,300 -24%
ML
1009
McAdam LLC
Pennsylvania
$2.35M +$1.66M +13,942 +240%
Nomura Holdings
1010
Nomura Holdings
Japan
$2.35M +$1.68M +14,142 +255%
SWM
1011
SeaCrest Wealth Management
New York
$2.34M +$362K +3,041 +18%
NW
1012
NewEdge Wealth
Pennsylvania
$2.34M +$1.72M +14,455 +276%
NSAM
1013
North Star Asset Management
Wisconsin
$2.33M +$22.6K +190 +1%
CWAG
1014
Compton Wealth Advisory Group
Virginia
$2.33M – – –
MWM
1015
Meridian Wealth Management
Kentucky
$2.32M +$309K +2,591 +15%
ANBT
1016
American National Bank & Trust
Texas
$2.32M -$2.74K -23 -0.1%
AAS
1017
Ameritas Advisory Services
Nebraska
$2.32M -$1.01M -8,834 -30%
BCG
1018
Breakwater Capital Group
New Jersey
$2.31M +$448K +3,760 +24%
NL
1019
NWAM LLC
Washington
$2.31M +$723K +6,070 +46%
CWM
1020
Cabot Wealth Management
Massachusetts
$2.29M – – –
LT
1021
Lindsell Train
United Kingdom
$2.29M – – –
SMH
1022
Sanders Morris Harris
Texas
$2.28M +$2.28M +19,460 New
WP
1023
WMS Partners
Maryland
$2.28M -$30.4K -255 -1%
WP
1024
Westmount Partners
California
$2.28M +$13.6K +114 +0.6%
SIA
1025
Soltis Investment Advisors
Utah
$2.26M -$4.61M -38,684 -67%
39 40
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