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Oracle
ORCL

Overview Fund Activity

2,288 hedge funds and large institutions have $93.8B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 744 increasing their positions, 901 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,288
Holders Change
+192
Holders Change %
+9.16%
% of All Funds
36.92%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
318
Increased
744
Reduced
901
Closed
87
Calls
$1.85B
Puts
$1.78B
Net Calls
+$68.2M
Net Calls Change
-$175M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$735M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$672M
3
Harris Associates
Harris Associates
Illinois
+$374M
4
Capital World Investors
Capital World Investors
California
+$333M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$268M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$426M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$257M
3
LSV Asset Management
LSV Asset Management
Illinois
-$214M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
1201
Pinnacle Wealth Management Advisory Group
New Jersey
$885K +$393K +4,804 +80%
QCM
1202
Quantinno Capital Management
New York
$880K -$94.2K -1,152 -10%
UAML
1203
US Asset Management LLC
Pennsylvania
$880K +$880K +10,764 New
OC
1204
Oarsman Capital
Wisconsin
$880K -$9.81K -120 -1%
CWM
1205
Congress Wealth Management
Massachusetts
$879K -$213K -2,604 -19%
GFS
1206
GYL Financial Synergies
Connecticut
$878K +$59.8K +731 +7%
CGH
1207
CMG Global Holdings
Texas
$875K – – –
PAS
1208
Park Avenue Securities
New York
$872K -$921K -11,270 -51%
TPCW
1209
TD Private Client Wealth
New York
$872K -$147K -1,801 -14%
GC
1210
Grimes & Company
Massachusetts
$869K +$15.4K +189 +2%
GCMG
1211
Gyroscope Capital Management Group
Florida
$868K -$8.31M -101,718 -91%
DEM
1212
Disciplined Equity Management
Florida
$868K – – –
ARC
1213
Advisor Resource Council
Texas
$866K +$106K +1,300 +14%
DAS
1214
Dynamic Advisor Solutions
Arizona
$866K +$228K +2,792 +36%
NP
1215
NorthRock Partners
Minnesota
$866K -$32.5K -398 -4%
AR
1216
Apeiron RIA
Texas
$864K +$82 +1 +0%
BMC
1217
Benin Management Corp
Connecticut
$864K -$40.9K -500 -5%
APIM
1218
Agate Pass Investment Management
Washington
$862K -$51.8K -634 -6%
KMWM
1219
Keudell/Morrison Wealth Management
Oregon
$861K -$10.9K -133 -1%
EWA
1220
Etesian Wealth Advisors
Oregon
$860K +$860K +10,522 New
CNBTD
1221
Citizens National Bank Trust Department
Mississippi
$859K +$15.1K +185 +2%
MMPW
1222
Mitchell McLeod Pugh & Williams
Alabama
$853K +$7.93K +97 +0.9%
GAG
1223
GM Advisory Group
New York
$853K +$2.29K +28 +0.3%
GI
1224
GAMCO Investors
Connecticut
$847K -$68.2K -834 -7%
CCP
1225
Carmel Capital Partners
California
$845K -$13.3K -163 -2%
47 48
49
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