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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
1176
Carmel Capital Partners
California
$1.61M +$195K +1,641 +14%
APP
1177
Avantax Planning Partners
Iowa
$1.61M +$14.1K +118 +0.9%
CI
1178
Conning Inc
Connecticut
$1.61M -$168K -1,410 -9%
KC
1179
Kenfarb & Co
Kentucky
$1.61M -$399K -3,350 -20%
FFM
1180
Forum Financial Management
Illinois
$1.61M +$389K +3,264 +32%
AIM
1181
AMI Investment Management
Indiana
$1.61M -$421K -3,532 -21%
SIC
1182
Salem Investment Counselors
North Carolina
$1.61M -$92.5K -777 -5%
EIM
1183
Ervin Investment Management
Washington
$1.61M -$76.8K -645 -5%
OWA
1184
One Wealth Advisors
California
$1.59M +$1.3M +10,954 +460%
UAS
1185
United Asset Strategies
New York
$1.58M – – –
HA
1186
Heartland Advisors
Wisconsin
$1.58M -$2.65M -22,251 -63%
BWA
1187
BDO Wealth Advisors
Florida
$1.57M +$8.34K +70 +0.5%
TCCM
1188
Timber Creek Capital Management
Massachusetts
$1.57M – – –
PWM
1189
PBMares Wealth Management
Virginia
$1.56M -$233K -1,957 -13%
AF
1190
Advisornet Financial
Minnesota
$1.56M -$20.7K -174 -1%
AAM
1191
Auxier Asset Management
Oregon
$1.56M – – –
WEG
1192
World Equity Group
Illinois
$1.56M -$183M -1,537,157 -99%
FIB
1193
First Interstate Bank
Montana
$1.56M -$214K -1,800 -12%
CCA
1194
Cobblestone Capital Advisors
New York
$1.56M +$7.74K +65 +0.5%
PP
1195
PDS Planning
Ohio
$1.55M +$70.9K +595 +5%
ET
1196
Equitable Trust
Tennessee
$1.55M – – –
STA
1197
Summit Trail Advisors
New York
$1.54M +$346K +2,909 +29%
KCG
1198
Kinsale Capital Group
Virginia
$1.54M +$1.54M +12,949 New
AI
1199
Accredited Investors
Minnesota
$1.53M -$280K -2,352 -15%
FNBSF
1200
First National Bank Sioux Falls
South Dakota
$1.53M -$2.26K -19 -0.1%
46 47
48
49 50