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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
NP
1201
NorthRock Partners
Minnesota
$671K +$117K +1,592 +17%
JGUA
1202
John G. Ullman & Associates
New York
$671K +$545K +7,440 +210%
GD
1203
Grandfield & Dodd
New York
$670K
OPCM
1204
Osborne Partners Capital Management
California
$668K -$32.9K -449 -4%
BWL
1205
Bogart Wealth LLC
Virginia
$667K +$5.13K +70 +0.6%
LC
1206
Landaas & Company
Wisconsin
$666K -$8.79K -120 -1%
BCM
1207
Brookstone Capital Management
Illinois
$665K -$197K -2,693 -21%
OC
1208
Oarsman Capital
Wisconsin
$665K +$7.32K +100 +0.9%
AP
1209
Atwood & Palmer
Missouri
$662K
EWA
1210
EverSource Wealth Advisors
Alabama
$662K +$671K +9,168 +555%
CCMG
1211
Clark Capital Management Group
Pennsylvania
$660K +$19.8K +270 +3%
PWPS
1212
Pinnacle Wealth Planning Services
Ohio
$659K +$20.1K +274 +3%
RCAG
1213
Rehmann Capital Advisory Group
Michigan
$658K +$7.83K +107 +1%
IGWM
1214
ICA Group Wealth Management
Colorado
$658K
SIM
1215
Sentry Investment Management
Wisconsin
$657K
CAM
1216
Cozad Asset Management
Illinois
$654K -$3.81K -52 -0.5%
CGH
1217
CMG Global Holdings
Texas
$654K +$38.4K +525 +5%
NIM
1218
NuWave Investment Management
New Jersey
$653K +$783K +10,699 New
AR
1219
Apeiron RIA
Texas
$652K +$29.7K +405 +4%
KMWM
1220
Keudell/Morrison Wealth Management
Oregon
$651K +$49.4K +675 +7%
JFA
1221
JNBA Financial Advisors
Minnesota
$649K +$3.51K +48 +0.5%
DEM
1222
Disciplined Equity Management
Florida
$649K +$768K +10,493 +8,198%
BCM
1223
Becker Capital Management
Oregon
$648K
AIM
1224
Aigen Investment Management
New York
$642K -$1.56M -21,318 -67%
CCP
1225
Carmel Capital Partners
California
$642K +$51K +697 +7%

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.