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Oracle
ORCL

Overview Fund Activity

2,677 hedge funds and large institutions have $126B invested in Oracle in 2023 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 1,038 increasing their positions, 941 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,677
Holders Change
+161
Holders Change %
+6.4%
% of All Funds
39.24%
Holding in Top 10
80
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-25.93%
% of All Funds
1.17%
New
333
Increased
1,038
Reduced
941
Closed
133
Calls
$2.74B
Puts
$2.89B
Net Calls
-$156M
Net Calls Change
+$3.18M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.14B
2
Boston Partners
Boston Partners
Massachusetts
+$382M
3
Capital World Investors
Capital World Investors
California
+$350M
4
State Street
State Street
Massachusetts
+$310M
5
Millennium Management
Millennium Management
New York
+$288M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$796M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$455M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$426M
4
DZ Bank
DZ Bank
Germany
-$417M
5
Harris Associates
Harris Associates
Illinois
-$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTWA
1001
Fifth Third Wealth Advisors
Ohio
$2.41M +$166K +1,579 +7%
RGI
1002
River Global Investors
United Kingdom
$2.4M -$270K -2,558 -10%
MGIA
1003
Moneta Group Investment Advisors
Missouri
$2.4M +$64.9K +616 +3%
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$2.38M -$29.9K -284 -1%
NIM
1005
NEOS Investment Management
Connecticut
$2.37M +$721K +6,841 +44%
GI
1006
GAMCO Investors
Connecticut
$2.36M +$1.31M +12,405 +124%
FAM
1007
Fred Alger Management
New York
$2.36M -$43.6M -413,609 -95%
BCM
1008
Barrier Capital Management
California
$2.35M -$5.74M -54,454 -71%
CIA
1009
Citadel Investment Advisory
Ohio
$2.34M – – –
IA
1010
IFP Advisors
Florida
$2.33M +$610K +5,787 +35%
WCM
1011
Weaver Capital Management
Georgia
$2.33M +$2.33M +22,079 New
PWG
1012
Portside Wealth Group
Utah
$2.32M -$49.1K -466 -2%
AL
1013
Aspiriant LLC
California
$2.32M -$40.7K -386 -2%
DAM
1014
Deltec Asset Management
New York
$2.32M +$316K +3,000 +16%
TBWA
1015
Three Bridge Wealth Advisors
California
$2.32M -$38.7K -367 -2%
JGUA
1016
John G. Ullman & Associates
New York
$2.29M -$6.12K -58 -0.3%
PAS
1017
Park Avenue Securities
New York
$2.27M +$267K +2,531 +13%
FSA
1018
Fort Sheridan Advisors
Illinois
$2.27M +$51.7K +490 +2%
KF
1019
KKM Financial
Illinois
$2.25M +$2.25M +21,361 New
EFS
1020
Essex Financial Services
Connecticut
$2.24M +$69.9K +663 +3%
AC
1021
Arjuna Capital
North Carolina
$2.24M +$126K +1,193 +6%
DWT
1022
Dorsey & Whitney Trust
South Dakota
$2.23M +$219K +2,079 +11%
AIP
1023
Ameritas Investment Partners
Nebraska
$2.23M -$97.8K -928 -4%
PFA
1024
Peak Financial Advisors
Colorado
$2.22M +$2.22M +21,089 New
ACIM
1025
Azimuth Capital Investment Management
Michigan
$2.22M +$2.64K +25 +0.1%
39 40
41
42 43