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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
LHEI
1076
Leo H. Evart Inc
California
$923K +$73 +1 +0%
CIP
1077
Convergence Investment Partners
Florida
$922K +$705K +9,624 +176%
LBA
1078
Lowell Blake & Associates
Massachusetts
$916K
KPW
1079
Kore Private Wealth
New York
$913K -$22K -300 -2%
BONST
1080
Bank of Nova Scotia Trust
Ontario, Canada
$903K +$111K +1,519 +11%
ACM
1081
Advance Capital Management
Michigan
$901K -$261K -3,561 -19%
CF
1082
Centaurus Financial
California
$899K +$111K +1,519 +12%
TCCM
1083
Timber Creek Capital Management
Massachusetts
$894K +$22K +300 +2%
RC
1084
Roundview Capital
New Jersey
$893K
FMAEN1
1085
Fund Management at Engine No 1
California
$892K -$94.5K -1,291 -8%
SWM
1086
Sendero Wealth Management
Texas
$890K +$613K +8,372 +135%
KFSC
1087
Keystone Financial Services (Colorado)
Colorado
$888K +$107K +1,457 +14%
ACM
1088
Allred Capital Management
Texas
$885K -$50K -683 -4%
RWA
1089
Roberts Wealth Advisors
California
$884K +$11.3K +154 +1%
IWA
1090
Icon Wealth Advisors
Texas
$881K +$1.06M +14,433 New
EF
1091
Empowered Funds
Pennsylvania
$880K +$95.3K +1,302 +10%
PGAM
1092
Princeton Global Asset Management
New Jersey
$870K -$59.7K -815 -5%
SIC
1093
Salem Investment Counselors
North Carolina
$869K -$36.7K -501 -3%
SFS
1094
Sowell Financial Services
Arkansas
$867K +$134K +1,829 +15%
MCWS
1095
McKinley Carter Wealth Services
West Virginia
$865K +$65.8K +899 +7%
BWA
1096
BDO Wealth Advisors
Florida
$862K +$1.17K +16 +0.1%
AWC
1097
Abundance Wealth Counselors
Pennsylvania
$861K -$2.78K -38 -0.3%
WKWM
1098
Walter & Keenan Wealth Management
Indiana
$861K +$61.6K +842 +6%
CPO
1099
Cerity Partners OCIO
New York
$855K +$153K +2,088 +18%
MPPLM
1100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$854K +$54.3K +742 +6%

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.