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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
BHBT
1326
Burke & Herbert Bank & Trust
Virginia
$522K -$37.9K -518 -6%
BOS
1327
Bank of Stockton
California
$522K
BCM
1328
Brown Capital Management
Maryland
$522K
NAS
1329
Nicolet Advisory Services
Wisconsin
$521K -$29.4K -401 -5%
HAIM
1330
Hunter Associates Investment Management
Pennsylvania
$518K +$366 +5 +0.1%
MCM
1331
Mengis Capital Management
Oregon
$517K
SW
1332
SteelPeak Wealth
California
$516K -$30.4K -415 -5%
LJAC
1333
L.J. Altfest & Co
New York
$516K +$3.66K +50 +0.6%
1WA
1334
180 Wealth Advisors
Washington
$516K +$6.88K +94 +1%
FFN
1335
Focus Financial Network
Minnesota
$516K +$366 +5 +0.1%
CI
1336
Cavalier Investments
Georgia
$515K -$52K -710 -8%
FNFDCM
1337
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$515K
SBL
1338
Sargent Bickham Lagudis
Colorado
$513K +$51.1K +698 +9%
ABC
1339
Associated Banc-Corp
Wisconsin
$512K -$36.6K -500 -6%
CIM
1340
CIM Investment Management
Pennsylvania
$512K +$28.3K +387 +5%
PFS
1341
Prospera Financial Services
Texas
$512K +$97.1K +1,326 +19%
LCM
1342
LCM Capital Management
Illinois
$511K -$586 -8 -0.1%
FB
1343
Fulton Bank
Pennsylvania
$511K +$20.6K +281 +3%
IIM
1344
Ipswich Investment Management
Massachusetts
$509K -$44.9K -613 -7%
PFWA
1345
Paces Ferry Wealth Advisors
Georgia
$509K -$293 -4 -0%
UBV
1346
United Bank (Virginia)
Virginia
$509K
APA
1347
Astoria Portfolio Advisors
New York
$509K +$12.2K +166 +2%
PCS
1348
Personal CFO Solutions
New Jersey
$509K +$12.8K +175 +2%
KC
1349
Knuff & Co
California
$504K -$113K -1,550 -16%
CWG
1350
Cornerstone Wealth Group
North Carolina
$504K +$385K +5,260 +176%

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.