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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
CPIG
1126
Chicago Partners Investment Group
Illinois
$796K +$81K +1,107 +12%
FBT
1127
First Bankers Trust
Kentucky
$795K -$10.7K -146 -1%
FNBSF
1128
First National Bank Sioux Falls
South Dakota
$795K
QI
1129
Qtron Investments
Massachusetts
$793K
FFA
1130
First Foundation Advisors
California
$793K +$13.1K +179 +1%
MCA
1131
Martin Capital Advisors
Texas
$790K -$593K -8,100 -38%
CBT
1132
Central Bank & Trust
Kentucky
$789K -$107K -1,466 -10%
SMC
1133
Smith, Moore & Co
Missouri
$786K +$8.27K +113 +0.9%
Koshinski Asset Management
1134
Koshinski Asset Management
Illinois
$784K +$88.1K +1,203 +10%
APP
1135
Avantax Planning Partners
Iowa
$781K -$33.2K -453 -3%
BFM
1136
Boston Financial Management
Massachusetts
$781K +$118K +1,618 +14%
CWM
1137
Circle Wealth Management
New Jersey
$780K -$7.25K -99 -0.8%
CAI
1138
Capital Advisors Inc
Oklahoma
$780K +$36.6K +500 +4%
HIIFS
1139
Harel Insurance Investments & Financial Services
Israel
$774K -$284K -3,879 -23%
MHS
1140
M Holdings Securities
Oregon
$774K -$366 -5 -0%
MFG
1141
Merit Financial Group
Georgia
$772K -$510K -6,960 -36%
AAM
1142
Auxier Asset Management
Oregon
$771K
TWP
1143
Tempus Wealth Planning
California
$765K +$11.6K +159 +1%
TPCW
1144
TD Private Client Wealth
New York
$761K +$11.9K +162 +1%
DBIA
1145
Dumont & Blake Investment Advisors
New Jersey
$761K +$1.83K +25 +0.2%
CA
1146
Commerzbank Aktiengesellschaft
Germany
$758K -$18.3K -250 -2%
KTM
1147
Keeler Thomas Management
Utah
$757K -$2.17M -29,655 -71%
DWA
1148
Douglass Winthrop Advisors
New York
$757K
CST
1149
Charles Schwab Trust
Nevada
$754K +$23.8K +325 +3%
WIC
1150
Woodmont Investment Counsel
Tennessee
$750K -$22K -300 -2%

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.