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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1176
Barton Investment Management
Pennsylvania
$795K
FFM
1177
Forum Financial Management
Illinois
$795K +$129K +1,762 +18%
KFSC
1178
Keystone Financial Services (Colorado)
Colorado
$789K +$39.2K +536 +5%
JEST
1179
JTC Employer Solutions Trustee
Jersey
$785K
ARC
1180
Advisor Resource Council
Texas
$785K +$823K +11,239 New
LFA
1181
Landmark Financial Advisors
Kentucky
$784K -$19.9K -272 -2%
BFA
1182
Beaumont Financial Advisors
Massachusetts
$783K -$71K -970 -8%
PTP
1183
Platform Technology Partners
New York
$783K -$16K -219 -2%
NCM
1184
Nelson Capital Management
California
$781K -$1.46K -20 -0.2%
BMC
1185
Benin Management Corp
Connecticut
$781K +$7.32K +100 +0.9%
BFM
1186
Boston Financial Management
Massachusetts
$781K +$310K +4,233 +61%
BWM
1187
Boyd Wealth Management
California
$772K
LC
1188
Landaas & Company
Wisconsin
$771K
GD
1189
Grandfield & Dodd
New York
$770K
GI
1190
GAMCO Investors
Connecticut
$762K -$774K -10,573 -49%
BWL
1191
Bogart Wealth LLC
Virginia
$759K +$111K +1,522 +16%
AP
1192
Atwood & Palmer
Missouri
$757K -$5.42K -74 -0.7%
UAML
1193
US Asset Management LLC
Pennsylvania
$754K +$3.81K +52 +0.5%
OC
1194
Oarsman Capital
Wisconsin
$753K -$3.66K -50 -0.5%
CAM
1195
Cozad Asset Management
Illinois
$752K +$33.2K +454 +4%
FL
1196
Fort LP
Maryland
$751K -$432K -5,907 -35%
SIM
1197
Sentry Investment Management
Wisconsin
$751K -$153K -2,094 -16%
AA
1198
Auxano Advisors
Washington
$751K +$179K +2,442 +29%
Connor, Clark & Lunn Investment Management (CC&L)
1199
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$750K +$92.5K +1,263 +13%
AAP
1200
Ardsley Advisory Partners
Connecticut
$750K +$187K +2,550 +31%

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.