ORCL icon

Oracle
ORCL

Overview Fund Activity

2,338 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 837 increasing their positions, 935 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+50
Holders Change %
+2.19%
% of All Funds
37.42%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.57%
New
191
Increased
837
Reduced
935
Closed
91
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$262M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$481M
2
Capital World Investors
Capital World Investors
California
+$382M
3
Goldman Sachs
Goldman Sachs
New York
+$369M
4
PI
Putnam Investments
Massachusetts
+$340M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$246M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$535M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$302M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$299M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$182M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1051
Chesapeake Wealth Management
Virginia
$1.48M – – –
LCM
1052
Linker Capital Management
Kentucky
$1.48M -$9.29K -100 -0.6%
MWM
1053
Modera Wealth Management
New Jersey
$1.46M – – –
1WM
1054
1900 Wealth Management
Texas
$1.46M – – –
SJIM
1055
St. Johns Investment Management
Florida
$1.46M -$43K -463 -3%
AA
1056
Altman Advisors
Illinois
$1.46M +$27.7K +344 +2%
BCG
1057
Breakwater Capital Group
New Jersey
$1.45M +$193K +2,080 +15%
CP
1058
Capital Planning
Washington
$1.45M – – –
PWP
1059
Private Wealth Partners
California
$1.45M -$237K -2,550 -14%
TC
1060
Trust Company
Kansas
$1.44M -$62K -667 -4%
LMKC
1061
L.M. Kohn & Company
Ohio
$1.43M +$93 +1 +0%
MPPLM
1062
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.42M +$46.8K +504 +3%
AI
1063
Accredited Investors
Minnesota
$1.42M -$103K -1,107 -7%
RGC
1064
Roberts, Glore & Co
Illinois
$1.41M -$42.3K -455 -3%
IWA
1065
IBEX Wealth Advisors
New Jersey
$1.41M +$1.41M +15,157 New
LHEI
1066
Leo H. Evart Inc
California
$1.4M +$93 +1 +0%
WPC
1067
Wedmont Private Capital
Pennsylvania
$1.4M +$47.5K +507 +4%
PWM
1068
PBMares Wealth Management
Virginia
$1.4M – – –
RBFC
1069
Roman Butler Fullerton & Co
Missouri
$1.4M -$39.6K -421 -3%
CIP
1070
Convergence Investment Partners
Florida
$1.4M +$14.2K +153 +1%
CAM
1071
Close Asset Management
United Kingdom
$1.4M -$138K -1,485 -9%
LBA
1072
Lowell Blake & Associates
Massachusetts
$1.39M – – –
BFC
1073
Bedel Financial Consulting
Indiana
$1.39M -$4.65K -50 -0.3%
SA
1074
SRN Advisors
Pennsylvania
$1.39M +$77.5K +856 +6%
CI
1075
Conning Inc
Connecticut
$1.39M -$30.9K -333 -2%
41 42
43
44 45