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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
CP
1051
Capital Planning
Washington
$1.09M
LRPA
1052
L. Roy Papp & Associates
Arizona
$1.08M +$73 +1 +0%
AWCI
1053
Alpine Woods Capital Investors
New York
$1.08M -$5.56K -76 -0.5%
AT
1054
American Trust
Kentucky
$1.07M +$88.9K +1,215 +9%
FG
1055
Foster Group
Iowa
$1.07M -$15.2K -208 -1%
KPW
1056
Kore Private Wealth
New York
$1.06M -$28.8K -394 -3%
CT
1057
Caldwell Trust
Florida
$1.06M -$11K -150 -1%
ACM
1058
Allred Capital Management
Texas
$1.06M +$14.9K +204 +1%
NME
1059
Notis-McConarty Edward
$1.06M -$61.5K -840 -5%
WC
1060
Whitney & Co
New York
$1.06M
LHEI
1061
Leo H. Evart Inc
California
$1.05M +$73 +1 +0%
IP
1062
Investment Partners
Ohio
$1.05M +$586 +8 +0.1%
PGAM
1063
Princeton Global Asset Management
New Jersey
$1.05M -$49K -670 -4%
LBA
1064
Lowell Blake & Associates
Massachusetts
$1.05M
VAS
1065
Vestmark Advisory Solutions
Massachusetts
$1.05M -$5.12K -70 -0.5%
BWM
1066
Baystate Wealth Management
Massachusetts
$1.04M +$627K +8,570 +135%
CCM
1067
Cinctive Capital Management
New York
$1.04M +$1.09M +14,928 New
GF
1068
Gabelli Funds
New York
$1.03M +$209K +2,850 +24%
IAN
1069
Integrated Advisors Network
Texas
$1.03M +$28.7K +392 +3%
BFC
1070
Bedel Financial Consulting
Indiana
$1.03M +$146 +2 +0%
SIC
1071
Salem Investment Counselors
North Carolina
$1.03M +$77.1K +1,053 +8%
RC
1072
Roundview Capital
New Jersey
$1.02M -$11.5K -157 -1%
HI
1073
Hoey Investments
Pennsylvania
$1.02M -$216K -2,953 -17%
BAM
1074
Belpointe Asset Management
Nevada
$1.01M -$31.3K -427 -3%
LAI
1075
Legal Advantage Investments
California
$1.01M +$476K +6,501 +82%

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.