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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 %
BRM
1226
Boston Research & Management
Massachusetts
$840K +$5.48K +67 +0.7%
FFM
1227
Forum Financial Management
Illinois
$835K -$20.6K -252 -2%
CAL
1228
Capital Analysts LLC
Pennsylvania
$835K -$110K -1,346 -12%
BCM
1229
Becker Capital Management
Oregon
$834K -$33.4K -409 -4%
XWM
1230
Xcel Wealth Management
Florida
$831K – – –
IBOK
1231
Independence Bank of Kentucky
Kentucky
$829K – – –
PCMC
1232
Paragon Capital Management (Colorado)
Colorado
$829K +$490 +6 +0.1%
SIM
1233
Sentry Investment Management
Wisconsin
$826K -$53.3K -652 -6%
CCMG
1234
Clark Capital Management Group
Pennsylvania
$825K -$57.8K -707 -7%
JC
1235
Jacobs & Co
California
$824K -$16.2K -198 -2%
SIG
1236
Sky Investment Group
Connecticut
$824K -$9.73K -119 -1%
ATFA
1237
All Terrain Financial Advisors
Minnesota
$822K – – –
CB
1238
Cadence Bank
Mississippi
$820K – – –
LOAMS
1239
Lombard Odier Asset Management (Switzerland)
Switzerland
$818K +$395K +4,829 +93%
TAM
1240
Trillium Asset Management
Massachusetts
$818K -$10.6K -130 -1%
DP
1241
Denver PWM
Colorado
$817K +$3.52K +43 +0.4%
BW
1242
Bison Wealth
Georgia
$817K +$14.5K +166 +2%
FMB
1243
Field & Main Bank
Kentucky
$814K +$47K +575 +6%
AAG
1244
Armstrong Advisory Group
Massachusetts
$813K +$813K +9,947 New
RIM
1245
RW Investment Management
Idaho
$812K +$812K +9,935 New
FAM
1246
Formidable Asset Management
Ohio
$812K -$2.04K -25 -0.3%
EWA
1247
EverSource Wealth Advisors
Alabama
$810K -$74.2K -908 -8%
MGIA
1248
Moneta Group Investment Advisors
Missouri
$810K -$39.3K -444 -5%
JCM
1249
Jacobi Capital Management
Pennsylvania
$809K +$29.2K +357 +4%
MIM
1250
Miller Investment Management
Pennsylvania
$803K – – –
48 49
50
51 52