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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 %
JIC
1201
Joel Isaacson & Co
New York
$1.51M – – –
AC
1202
AlphaCore Capital
California
$1.51M +$79K +523 +6%
IA
1203
IFP Advisors
Florida
$1.51M -$371K -3,117 -20%
PG
1204
Proffitt & Goodson
Tennessee
$1.5M -$11.9K -100 -0.8%
CWM
1205
Circle Wealth Management
New Jersey
$1.5M -$1.07K -9 -0.1%
APIM
1206
Agate Pass Investment Management
Washington
$1.5M +$161K +1,349 +12%
MMA
1207
Miracle Mile Advisors
California
$1.49M +$39.3K +330 +3%
NAG
1208
Northstar Advisory Group
New Jersey
$1.48M +$571K +4,791 +63%
AP
1209
Americana Partners
Texas
$1.48M +$697K +5,849 +89%
CFMC
1210
Curbstone Financial Management Corp
New Hampshire
$1.48M -$161K -1,350 -10%
RGC
1211
Roberts, Glore & Co
Illinois
$1.47M -$335K -2,815 -19%
CBT
1212
Central Bank & Trust
Kentucky
$1.47M +$4.17K +35 +0.3%
DBIA
1213
Dumont & Blake Investment Advisors
New Jersey
$1.47M -$12.5K -105 -0.8%
BS
1214
Bessemer Securities
New York
$1.47M -$1.16M -9,700 -44%
LF
1215
Lantz Financial
Illinois
$1.46M +$17.6K +148 +1%
SCP
1216
Shorepoint Capital Partners
Massachusetts
$1.46M -$162K -1,360 -10%
KA
1217
Klingman & Associates
New York
$1.46M +$541K +4,539 +59%
SWA
1218
Sutton Wealth Advisors
Florida
$1.45M -$191K -1,606 -12%
BCM
1219
Boltwood Capital Management
California
$1.44M +$5.95K +50 +0.4%
PFS
1220
Prospera Financial Services
Texas
$1.44M -$340K -2,856 -19%
BW
1221
Bison Wealth
Georgia
$1.43M +$275K +2,313 +24%
KFSC
1222
Keystone Financial Services (Colorado)
Colorado
$1.42M -$24.8K -208 -2%
CWM
1223
Certus Wealth Management
California
$1.42M +$1.42M +11,899 New
LRPA
1224
L. Roy Papp & Associates
Arizona
$1.42M +$59.1K +496 +4%
KCM
1225
Kornitzer Capital Management
Kansas
$1.41M +$420K +3,525 +42%
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