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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
CFMC
1101
Curbstone Financial Management Corp
New Hampshire
$849K -$1.76K -24 -0.2%
HCM
1102
Harvey Capital Management
Florida
$848K +$547K +7,475 +117%
CCG
1103
Ceeto Capital Group
Florida
$844K
YWP
1104
YorkBridge Wealth Partners
New York
$843K +$59.7K +816 +6%
SWA
1105
Stratos Wealth Advisors
Ohio
$840K -$30.9K -422 -3%
CCM
1106
Crabel Capital Management
California
$832K +$997K +13,620 New
CBTWT
1107
Community Bank & Trust (Waco, Texas)
Texas
$830K +$14.3K +196 +1%
IWA
1108
Intercontinental Wealth Advisors
Texas
$828K +$20.4K +278 +2%
CCA
1109
Cobblestone Capital Advisors
New York
$827K -$12.8K -175 -1%
ET
1110
Equitable Trust
Tennessee
$824K +$40.3K +550 +4%
ST
1111
Spinnaker Trust
Maine
$820K -$5.49K -75 -0.6%
EDRH
1112
Edmond de Rothschild Holding
Switzerland
$820K +$6.81K +93 +0.7%
UAS
1113
United Asset Strategies
New York
$820K +$9.52K +130 +1%
PCM
1114
Penserra Capital Management
California
$816K +$42.8K +584 +5%
OIA
1115
OneDigital Investment Advisors
Kansas
$816K +$49.9K +681 +5%
SIA
1116
Schechter Investment Advisors
Michigan
$815K +$106K +1,451 +12%
CWM
1117
Congress Wealth Management
Massachusetts
$815K +$135K +1,849 +16%
BWM
1118
Baystate Wealth Management
Massachusetts
$814K -$118K -1,606 -11%
FPAS
1119
Focus Partners Advisor Solutions
Missouri
$813K +$311K +4,250 +47%
MYLI
1120
Meiji Yasuda Life Insurance
Japan
$811K +$314K +4,291 +48%
RA
1121
Rational Advisors
New York
$809K -$20.1K -274 -2%
BCCM
1122
Bridge Creek Capital Management
Massachusetts
$806K
SWM
1123
SeaCrest Wealth Management
New York
$805K -$516K -7,047 -35%
MW
1124
Marcum Wealth
Ohio
$801K +$91K +1,243 +10%
WPC
1125
White Pine Capital
Minnesota
$798K -$64.1K -875 -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.