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Oracle
ORCL

2,695 hedge funds and large institutions have $126B invested in Oracle in 2023 Q4 according to their latest regulatory filings, with 338 funds opening new positions, 1,043 increasing their positions, 945 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 338 | Existing positions closed: 133

10% more repeat investments, than reductions

Existing positions increased: 1,043 | Existing positions reduced: 945

7% more funds holding

Funds holding: 2,529 → 2,695 (+166)

2% more capital invested

Capital invested by funds: $124B → $126B (+$2.22B)

0.85% more ownership

Funds ownership: 42.73% → 43.58% (+0.85%)

5% less call options, than puts

Call options by funds: $2.74B | Put options by funds: $2.89B

26% less funds holding in top 10

Funds holding in top 10: 108 → 80 (-28)

Holders
2,695
Holders Change
+166
Holders Change %
+6.56%
% of All Funds
39.29%
Holding in Top 10
80
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-25.93%
% of All Funds
1.17%
New
338
Increased
1,043
Reduced
945
Closed
133
Calls
$2.74B
Puts
$2.89B
Net Calls
-$156M
Net Calls Change
+$3.18M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.22B
2
Boston Partners
Boston Partners
Massachusetts
+$395M
3
Capital World Investors
Capital World Investors
California
+$363M
4
State Street
State Street
Massachusetts
+$321M
5
Millennium Management
Millennium Management
New York
+$298M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$824M
2
N
Nuveen
North Carolina
-$471M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$441M
4
DZ Bank
DZ Bank
Germany
-$432M
5
Harris Associates
Harris Associates
Illinois
-$306M
Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1001
Clarius Group LLC
Washington
$2.44M -$110K -1,010 -4%
AT
1002
Arden Trust
Delaware
$2.44M -$137K -1,259 -5%
TFG
1003
Taylor Financial Group
Virginia
$2.42M +$2.51M +22,999 New
PFS
1004
Prospera Financial Services
Texas
$2.42M +$812K +7,443 +48%
LWM
1005
Liberty Wealth Management
California
$2.42M +$25.2K +231 +1%
BONH
1006
Bank of New Hampshire
New Hampshire
$2.41M -$49.3K -452 -2%
FTWA
1007
Fifth Third Wealth Advisors
Ohio
$2.41M +$172K +1,579 +7%
RGI
1008
River Global Investors
United Kingdom
$2.4M -$279K -2,558 -10%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$2.4M +$67.2K +616 +3%
SVWAG
1010
Sound View Wealth Advisors Group
Georgia
$2.38M -$31K -284 -1%
NIM
1011
NEOS Investment Management
Connecticut
$2.37M +$747K +6,841 +44%
GI
1012
GAMCO Investors
Connecticut
$2.36M +$1.35M +12,405 +124%
FAM
1013
Fred Alger Management
New York
$2.36M -$45.1M -413,609 -95%
BCM
1014
Barrier Capital Management
California
$2.35M -$5.94M -54,454 -71%
CIA
1015
Citadel Investment Advisory
Ohio
$2.34M – – –
IA
1016
IFP Advisors
Florida
$2.33M +$632K +5,787 +35%
WCM
1017
Weaver Capital Management
Georgia
$2.33M +$2.41M +22,079 New
PWG
1018
Portside Wealth Group
Utah
$2.32M -$50.9K -466 -2%
AL
1019
Aspiriant LLC
California
$2.32M -$42.1K -386 -2%
DAM
1020
Deltec Asset Management
New York
$2.32M +$327K +3,000 +16%
TBWA
1021
Three Bridge Wealth Advisors
California
$2.32M -$40.1K -367 -2%
JGUA
1022
John G. Ullman & Associates
New York
$2.29M -$6.33K -58 -0.3%
PAS
1023
Park Avenue Securities
New York
$2.27M +$276K +2,531 +13%
FSA
1024
Fort Sheridan Advisors
Illinois
$2.27M +$53.5K +490 +2%
KF
1025
KKM Financial
Illinois
$2.25M +$2.33M +21,361 New
39 40
41
42 43

ORCL Hedge Fund Activity: Q4 2023 in Review

2,695 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2023, worth a combined $126B — up 1.8% from $124B a quarter earlier.

Buyers outnumbered sellers: 338 funds opened new ORCL positions and 133 closed out — a net gain of 205 holders — while 1,043 added to existing stakes and 945 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.22B. The largest seller was Fidelity Investments, cutting an estimated $824M.

  • 2,695 institutional investors held Oracle (ORCL) as of Q4 2023, up from 2,529 in Q3 2023.
  • Funds reported $126B of Oracle stock for Q4 2023, up 1.8% quarter-over-quarter.
  • 338 funds opened new Oracle positions in Q4 2023 and 133 closed out, a net change of +205 holders.
  • The largest Oracle buyer in Q4 2023 was Morgan Stanley, an estimated $2.22B added.
  • The largest Oracle seller in Q4 2023 was Fidelity Investments, an estimated $824M sold.

Based on aggregated 13F filings for Q4 2023.