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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
BA
1176
Bridgewater Advisors
New York
$708K +$334K +4,565 +65%
CAL
1177
Capital Analysts LLC
Pennsylvania
$706K -$2.42K -33 -0.3%
SP
1178
Symmetry Partners
Connecticut
$705K
FFS
1179
Founders Financial Securities
Maryland
$702K +$59.3K +810 +8%
AOWM
1180
Alpha Omega Wealth Management
Virginia
$701K
HWP
1181
Highline Wealth Partners
California
$700K +$840K +11,468 New
RG
1182
Renaissance Group
Kentucky
$700K -$35.1K -479 -4%
AB
1183
Atlas Brown
Kentucky
$700K
BFA
1184
Beaumont Financial Advisors
Massachusetts
$698K +$16.1K +220 +2%
CAMG
1185
CWA Asset Management Group
Florida
$696K +$216K +2,953 +35%
BIM
1186
Barton Investment Management
Pennsylvania
$695K
SIAP
1187
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$694K +$100K +1,367 +14%
JEST
1188
JTC Employer Solutions Trustee
Jersey
$688K
PFBT
1189
Parkside Financial Bank & Trust
Missouri
$687K -$44.1K -602 -5%
PWM
1190
Perigon Wealth Management
California
$686K +$217K +2,969 +36%
LFA
1191
Landmark Financial Advisors
Kentucky
$685K
VF
1192
Virtu Financial
New York
$685K +$821K +11,216 New
GI
1193
GAMCO Investors
Connecticut
$684K +$21.2K +290 +3%
TTWM
1194
TCV Trust & Wealth Management
Virginia
$684K +$92.8K +1,267 +13%
APIM
1195
Agate Pass Investment Management
Washington
$683K +$55.1K +752 +7%
NCM
1196
Nelson Capital Management
California
$681K -$2.85K -39 -0.3%
KLCM
1197
KG&L Capital Management
Louisiana
$680K -$122K -1,664 -13%
PTP
1198
Platform Technology Partners
New York
$677K -$8.93K -122 -1%
BMC
1199
Benin Management Corp
Connecticut
$676K -$7.32K -100 -0.9%
BWM
1200
Boyd Wealth Management
California
$675K

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.