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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
LRPA
1051
L. Roy Papp & Associates
Arizona
$978K +$36.7K +501 +3%
BFO
1052
Biltmore Family Office
North Carolina
$976K
LCM
1053
Linker Capital Management
Kentucky
$976K
AI
1054
Accredited Investors
Minnesota
$976K +$2.93K +40 +0.3%
CWM
1055
Chesapeake Wealth Management
Virginia
$971K -$17.9K -245 -2%
GWM
1056
GSB Wealth Management
Connecticut
$969K +$1.54K +21 +0.1%
RBFC
1057
Roman Butler Fullerton & Co
Missouri
$968K -$15.4K -210 -1%
GWM
1058
Geneos Wealth Management
Colorado
$965K -$844K -11,523 -42%
SVWAG
1059
Sound View Wealth Advisors Group
Georgia
$964K -$185K -2,524 -14%
SLF
1060
Sun Life Financial
Ontario, Canada
$963K -$226K -3,087 -16%
IFS
1061
Ifrah Financial Services
Arkansas
$962K -$5.05K -69 -0.4%
CP
1062
Capital Planning
Washington
$953K
FG
1063
Foster Group
Iowa
$953K +$22.7K +310 +2%
AA
1064
Auxano Advisors
Washington
$946K +$347K +4,744 +44%
EFM
1065
E Fund Management
China
$945K -$81.2K -1,109 -7%
AWCI
1066
Alpine Woods Capital Investors
New York
$945K -$439 -6 -0%
LMKC
1067
L.M. Kohn & Company
Ohio
$944K -$19.5K -267 -2%
CT
1068
Caldwell Trust
Florida
$938K +$8.93K +122 +0.8%
CI
1069
Conning Inc
Connecticut
$936K -$99.3K -1,357 -8%
WEG
1070
World Equity Group
Illinois
$932K -$79.5K -1,086 -7%
SIG
1071
Sargent Investment Group
Maryland
$932K
WC
1072
Whitney & Co
New York
$931K +$7.91K +108 +0.7%
ECG
1073
Edge Capital Group
Georgia
$930K +$535K +7,304 +92%
AF
1074
Advisornet Financial
Minnesota
$928K +$97.4K +1,331 +10%
NME
1075
Notis-McConarty Edward
$926K

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.