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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
TF
1351
Tompkins Financial
New York
$503K +$36.6K +500 +6%
SCFS
1352
S.C. Financial Services
Arizona
$500K -$31K -423 -5%
MAM
1353
McLean Asset Management
Virginia
$500K -$27.9K -381 -5%
BCM
1354
Boltwood Capital Management
California
$499K -$18.3K -250 -3%
VT
1355
Vise Technologies
New York
$498K -$183K -2,494 -23%
LFA
1356
Laraway Financial Advisors
Minnesota
$498K -$1.46K -20 -0.2%
ACA
1357
Atlas Capital Advisors
Wyoming
$497K -$18K -246 -3%
HPWM
1358
Highland Private Wealth Management
Washington
$496K +$9.15K +125 +2%
LP
1359
LGL Partners
Pennsylvania
$496K +$13.4K +183 +2%
Balyasny Asset Management
1360
Balyasny Asset Management
Illinois
$495K -$133M -1,812,008 -100%
BHC
1361
Bowen Hanes & Co
Florida
$493K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1362
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$492K -$769K -10,509 -57%
EM
1363
Excalibur Management
Massachusetts
$492K +$4.17K +57 +0.7%
KOCAA
1364
Knights of Columbus Asset Advisors
Connecticut
$490K -$18.8K -257 -3%
FNBOSM
1365
First National Bank of South Miami
Florida
$488K -$22.3K -305 -4%
CAG
1366
Csenge Advisory Group
Florida
$487K -$44.4K -606 -7%
BCM
1367
Blume Capital Management
California
$485K -$7.32K -100 -1%
LC
1368
LCNB Corp
Ohio
$485K +$40.3K +550 +7%
AP
1369
Appleton Partners
Massachusetts
$484K
MFG
1370
Magnus Financial Group
New York
$484K +$123K +1,680 +27%
MC
1371
McMorgan & Co
California
$481K -$195K -2,665 -25%
ZIG
1372
Zuckerman Investment Group
Illinois
$481K +$577K +7,877 New
PFG
1373
PAX Financial Group
Texas
$478K -$16.9K -231 -3%
NB
1374
Nicolet Bankshares
Wisconsin
$478K -$7.32K -100 -1%
IIM
1375
Intact Investment Management
Quebec, Canada
$477K +$571K +7,800 New

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.