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Oracle
ORCL

Overview Fund Activity

2,257 hedge funds and large institutions have $92.4B invested in Oracle in 2022 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 825 increasing their positions, 926 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
35.72%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.85%
New
129
Increased
825
Reduced
926
Closed
138
Calls
$1.63B
Puts
$1.31B
Net Calls
+$312M
Net Calls Change
+$416M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$433M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$407M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$336M
4
Holocene Advisors
Holocene Advisors
New York
+$290M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$270M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.21B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$533M
3
State Street
State Street
Massachusetts
-$291M
4
Morgan Stanley
Morgan Stanley
New York
-$285M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1251
Plante Moran Financial Advisors
Michigan
$808K +$258K +3,122 +47%
NHC
1252
Nicholas Hoffman & Company
Georgia
$807K +$58.3K +705 +8%
EDRH
1253
Edmond de Rothschild Holding
Switzerland
$806K -$232K -2,803 -22%
PIM
1254
Platinum Investment Management
Australia
$805K -$674K -8,148 -46%
FCMT
1255
Founders Capital Management (Texas)
Texas
$798K – – –
CCP
1256
Carmel Capital Partners
California
$798K +$19.8K +239 +3%
WAAG
1257
Wealth Alliance Advisory Group
Kansas
$797K -$12.4K -150 -2%
FFM
1258
Forum Financial Management
Illinois
$795K -$31K -375 -4%
ACM
1259
Advisors Capital Management
New Jersey
$795K -$17.1K -207 -2%
BCM
1260
Birch Capital Management
Texas
$795K – – –
LD
1261
Lipe & Dalton
New York
$793K – – –
GLLW
1262
Graves Light Lenhart Wealth
Virginia
$791K +$38.3K +463 +5%
RCAG
1263
Rehmann Capital Advisory Group
Michigan
$789K -$993 -12 -0.1%
LFAS
1264
Level Four Advisory Services
Texas
$789K -$157K -1,892 -17%
BHBT
1265
Burke & Herbert Bank & Trust
Virginia
$789K -$63.8K -771 -7%
Connor, Clark & Lunn Investment Management (CC&L)
1266
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$783K -$16.8M -203,566 -96%
GLA
1267
Good Life Advisors
Pennsylvania
$783K +$14.9K +180 +2%
OR
1268
Olympiad Research
Connecticut
$781K -$110K -1,327 -12%
IGWM
1269
ICA Group Wealth Management
Colorado
$781K +$781K +10,704 New
BW
1270
Bison Wealth
Georgia
$779K -$2.57K -31 -0.3%
MFW
1271
Meristem Family Wealth
Minnesota
$778K -$456K -5,510 -37%
SIAP
1272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$778K -$66.2K -800 -8%
V
1273
VeraBank
Texas
$776K -$41.4K -500 -5%
PFWA
1274
Paces Ferry Wealth Advisors
Georgia
$774K -$35K -423 -4%
BWL
1275
Bogart Wealth LLC
Virginia
$772K -$2.32K -28 -0.3%
49 50
51
52 53