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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 %
BST
1376
Bath Savings Trust
Maine
$639K +$6.87K +84 +1%
WA
1377
Waverly Advisors
Alabama
$639K +$110K +1,350 +21%
MCM
1378
Morton Capital Management
California
$636K – – –
MFG
1379
Magnus Financial Group
New York
$636K -$11.1K -136 -2%
FWA
1380
FSM Wealth Advisors
Ohio
$635K +$55.6K +680 +10%
RSWM
1381
Robertson Stephens Wealth Management
California
$633K +$28.8K +352 +5%
CA
1382
Cornerstone Advisory
Maryland
$631K +$111K +1,358 +21%
GF
1383
Gabelli Funds
New York
$629K -$715K -8,750 -53%
AWM
1384
Aevitas Wealth Management
Massachusetts
$629K +$1.23K +15 +0.2%
VCWA
1385
Vanguard Capital Wealth Advisors
Colorado
$629K -$2.29K -28 -0.4%
TIA
1386
Traphagen Investment Advisors
New Jersey
$627K +$4.01K +49 +0.6%
ZF
1387
Zhang Financial
Michigan
$626K +$626K +7,657 New
CL
1388
Choreo LLC
Illinois
$625K +$24.5K +300 +4%
MAM
1389
McLean Asset Management
Virginia
$625K -$21.4K -262 -3%
PP
1390
Paloma Partners
Connecticut
$624K +$600K +7,340 +2,447%
PIM
1391
Penobscot Investment Management
Massachusetts
$623K -$1.64K -20 -0.3%
CWS
1392
Confluence Wealth Services
Pennsylvania
$623K +$229K +2,797 +58%
RI
1393
Ridgewood Investments
New Jersey
$623K -$5.31K -65 -0.8%
CAAS
1394
Capital Asset Advisory Services
Michigan
$622K +$4.43K +55 +0.7%
SAM
1395
S.A. Mason
Michigan
$621K -$3.43K -42 -0.5%
BA
1396
Bennicas & Associates
California
$621K – – –
MAWCM
1397
Mine & Arao Wealth Creation & Management
California
$621K +$2.04K +25 +0.3%
MA
1398
MONECO Advisors
Connecticut
$620K +$5.8K +71 +0.9%
SBL
1399
Sargent Bickham Lagudis
Colorado
$620K -$66.9K -819 -10%
MFC
1400
Mechanics Financial Corp
Ohio
$618K – – –
54 55
56
57 58