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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 %
NAS
1326
Nicolet Advisory Services
Wisconsin
$706K -$72.5K -895 -9%
FHA
1327
Flagship Harbor Advisors
Massachusetts
$706K +$8.36K +101 +1%
ATC
1328
Adirondack Trust Company
New York
$706K +$220K +2,660 +45%
KFSC
1329
Keystone Financial Services (Colorado)
Colorado
$702K +$71.3K +996 +11%
MC
1330
Miramar Capital
Illinois
$702K +$702K +8,484 New
SDWMA
1331
Schneider Downs Wealth Management Advisors
Pennsylvania
$699K -$39.1K -473 -5%
FNFDCM
1332
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$697K – – –
VCWA
1333
Vanguard Capital Wealth Advisors
Colorado
$695K +$1.65K +20 +0.2%
PFS
1334
Prospera Financial Services
Texas
$695K +$103K +1,241 +17%
MCM
1335
Mengis Capital Management
Oregon
$694K – – –
SAM
1336
Strategy Asset Managers
California
$692K +$35.7K +432 +5%
UBV
1337
United Bank (Virginia)
Virginia
$690K – – –
NP
1338
NorthRock Partners
Minnesota
$690K +$67K +810 +11%
GFS
1339
GYL Financial Synergies
Connecticut
$688K -$22.3K -270 -3%
HPWM
1340
Highland Private Wealth Management
Washington
$688K +$4.13K +50 +0.6%
AA
1341
Auxano Advisors
Washington
$686K +$44.5K +538 +7%
PP
1342
PDS Planning
Ohio
$684K +$6.12K +74 +0.9%
CI
1343
CX Institutional
Indiana
$684K +$52.1K +630 +8%
AAP
1344
Ardsley Advisory Partners
Connecticut
$683K +$683K +8,200 New
MCP
1345
Mirador Capital Partners
California
$681K -$23.2K -281 -3%
OFG
1346
OmniStar Financial Group
North Carolina
$680K -$40.3K -487 -6%
ABC
1347
Associated Banc-Corp
Wisconsin
$678K -$28.7K -347 -4%
AR
1348
Apeiron RIA
Texas
$678K +$205K +2,512 +43%
EM
1349
Excalibur Management
Massachusetts
$677K -$9.51K -115 -1%
MA
1350
MONECO Advisors
Connecticut
$673K -$20.3K -245 -3%
52 53
54
55 56