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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
VWM
1276
Venturi Wealth Management
Texas
$581K +$172K +2,354 +33%
GWS
1277
Glassman Wealth Services
Virginia
$580K +$11.1K +151 +2%
FANJ
1278
Financial Architects (New Jersey)
New Jersey
$580K +$696K +9,500 New
BWP
1279
BSW Wealth Partners
Colorado
$579K -$439 -6 -0.1%
OFG
1280
OmniStar Financial Group
North Carolina
$574K +$99.1K +1,354 +17%
V
1281
VeraBank
Texas
$573K
FMB
1282
Field & Main Bank
Kentucky
$573K +$66.6K +910 +11%
GLLW
1283
Graves Light Lenhart Wealth
Virginia
$569K -$4.76K -65 -0.7%
CA
1284
Claro Advisors
Massachusetts
$569K
FCMC
1285
Founders Capital Management (Connecticut)
Connecticut
$569K
ARC
1286
Advisor Resource Council
Texas
$568K -$142K -1,939 -17%
APW
1287
Austin Private Wealth
Texas
$567K +$146 +2 +0%
MLL
1288
Moody Lynn & Lieberson
Massachusetts
$565K -$7.32K -100 -1%
Fuller & Thaler Asset Management
1289
Fuller & Thaler Asset Management
California
$564K -$231K -3,150 -25%
RPC
1290
Rossmore Private Capital
Connecticut
$562K
BW
1291
Bison Wealth
Georgia
$561K -$16.5K -225 -2%
GDP
1292
Great Diamond Partners
Maine
$560K +$21.2K +289 +3%
CA
1293
Cambridge Advisors
Nebraska
$559K
BIA
1294
Bigelow Investment Advisors
Maine
$556K -$20.2K -276 -3%
WW
1295
Waterfront Wealth
Kansas
$554K -$1.25K -17 -0.2%
FFWA
1296
FRG Family Wealth Advisors
Washington
$553K
SIG
1297
Stonegate Investment Group
Alabama
$553K +$50.8K +694 +8%
PMFA
1298
Plante Moran Financial Advisors
Michigan
$551K -$18.6K -254 -3%
RIA
1299
Regal Investment Advisors
Michigan
$550K -$1.61K -22 -0.2%
MIM
1300
Macroview Investment Management
Maryland
$550K +$2.85K +39 +0.4%

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.