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Oracle
ORCL

Overview Fund Activity

2,288 hedge funds and large institutions have $93.8B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 744 increasing their positions, 901 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,288
Holders Change
+192
Holders Change %
+9.16%
% of All Funds
36.92%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
318
Increased
744
Reduced
901
Closed
87
Calls
$1.85B
Puts
$1.78B
Net Calls
+$68.2M
Net Calls Change
-$175M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$735M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$672M
3
Harris Associates
Harris Associates
Illinois
+$374M
4
Capital World Investors
Capital World Investors
California
+$333M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$268M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$426M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$257M
3
LSV Asset Management
LSV Asset Management
Illinois
-$214M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1351
CIM Investment Management
Pennsylvania
$667K -$18.1K -222 -3%
DOA
1352
D'Orazio & Associates
Virginia
$666K +$204K +2,493 +44%
LC
1353
LCNB Corp
Ohio
$666K +$16.3K +200 +3%
ACA
1354
Atlas Capital Advisors
Wyoming
$665K – – –
PWP
1355
Phillips Wealth Planners
Mississippi
$663K +$663K +7,412 New
LA
1356
Latitude Advisors
Florida
$662K -$71.7K -877 -10%
BCM
1357
Boltwood Capital Management
California
$660K -$8.17K -100 -1%
BHC
1358
Bowen Hanes & Co
Florida
$659K – – –
EM
1359
Excalibur Management
Massachusetts
$658K – – –
CI
1360
Cavalier Investments
Georgia
$656K -$32.7K -400 -5%
CWP
1361
Cyndeo Wealth Partners
Florida
$654K +$654K +8,002 New
CA
1362
Crewe Advisors
Utah
$654K -$68.7K -840 -10%
NW
1363
NewEdge Wealth
Pennsylvania
$653K +$284K +3,469 +77%
DIA
1364
Davidson Investment Advisors
Montana
$651K -$50.2K -614 -7%
WW
1365
Waterfront Wealth
Kansas
$649K -$4.36K -49 -0.7%
BCM
1366
Blume Capital Management
California
$649K – – –
TFA
1367
Tranquilli Financial Advisor
New Jersey
$649K +$174K +2,133 +37%
EFL
1368
ERn Financial LLC
Wisconsin
$648K +$28.9K +353 +5%
CAM
1369
Columbia Asset Management
Michigan
$644K +$10.6K +130 +2%
ZIG
1370
Zuckerman Investment Group
Illinois
$644K – – –
SSWM
1371
Strait & Sound Wealth Management
California
$641K +$641K +7,236 New
CA
1372
Centerpoint Advisors
Massachusetts
$641K +$193K +2,360 +43%
UBV
1373
United Bank (Virginia)
Virginia
$640K -$40.9K -500 -6%
MC
1374
McMorgan & Co
California
$640K -$3.68K -45 -0.6%
KA
1375
Klingman & Associates
New York
$640K +$15.2K +186 +2%
53 54
55
56 57