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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
CPWA
1301
Cerro Pacific Wealth Advisors
California
$550K +$16.3K +222 +3%
LA
1302
Latitude Advisors
Florida
$548K +$16.4K +224 +3%
HIC
1303
Hartline Investment Corp
Illinois
$548K +$374K +5,105 +132%
IP
1304
Intellectus Partners
California
$547K -$293 -4 -0%
HGWM
1305
Horst & Graben Wealth Management
Oregon
$547K +$2.78K +38 +0.4%
PP
1306
PDS Planning
Ohio
$545K +$12.7K +173 +2%
EFSCE
1307
Enterprise Financial Services Corp (EFSC)
Missouri
$543K -$26.5K -362 -4%
EIA
1308
Edgemoor Investment Advisors
Maryland
$543K
LWANC
1309
Laurel Wealth Advisors (North Carolina)
North Carolina
$542K -$2.05K -28 -0.3%
ZIM
1310
Zacks Investment Management
Illinois
$540K +$21.7K +297 +3%
CA
1311
Crewe Advisors
Utah
$540K +$370K +5,053 +134%
ICG
1312
InterOcean Capital Group
Tennessee
$537K -$26.1K -356 -4%
NAMP
1313
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$536K
ATC
1314
Adirondack Trust Company
New York
$535K -$10.1K -138 -2%
IFG
1315
Independent Financial Group
California
$533K +$118K +1,617 +23%
DA
1316
Denali Advisors
California
$531K -$73.2K -1,000 -10%
SWM
1317
Spire Wealth Management
Virginia
$529K -$561K -7,669 -47%
DSC
1318
Duncker Streett & Co
Missouri
$529K
GTAM
1319
Global Trust Asset Management
Florida
$528K
LFAS
1320
Level Four Advisory Services
Texas
$527K -$17.7K -242 -3%
HI
1321
Harbour Investments
Wisconsin
$527K
HCM
1322
Howland Capital Management
Massachusetts
$526K
CCM
1323
CTC Capital Management
Illinois
$525K +$168K +2,300 +37%
DIA
1324
Davidson Investment Advisors
Montana
$524K -$77.9K -1,064 -11%
OCM
1325
One Capital Management
California
$524K +$69.7K +952 +12%

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.