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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 %
NIM
1401
Northeast Investment Management
Massachusetts
$619K -$8.27K -100 -1%
ACS
1402
Archford Capital Strategies
Illinois
$615K -$803K -9,678 -57%
BMC
1403
Beaton Management Company
Massachusetts
$615K -$8.28K -100 -1%
LJAC
1404
L.J. Altfest & Co
New York
$612K -$4.89K -59 -0.8%
GL
1405
Graypoint LLC
New York
$612K +$267K +3,222 +77%
MIA
1406
MainStreet Investment Advisors
Illinois
$611K -$56.6K -684 -8%
RSWM
1407
Robertson Stephens Wealth Management
California
$611K +$25.5K +309 +4%
SBL
1408
Sargent Bickham Lagudis
Colorado
$611K +$29.8K +360 +5%
FNBOSM
1409
First National Bank of South Miami
Florida
$611K +$315K +3,807 +106%
JCM
1410
Jacobi Capital Management
Pennsylvania
$610K -$8.93K -108 -1%
PWM
1411
Perigon Wealth Management
California
$610K -$2.32K -28 -0.4%
BAM
1412
Brave Asset Management
New Jersey
$606K -$41.4K -500 -6%
LIA
1413
LBMC Investment Advisors
Tennessee
$601K – – –
LC
1414
LCNB Corp
Ohio
$600K -$20.7K -250 -3%
BHWM
1415
Bar Harbor Wealth Management
New Hampshire
$599K -$37.2K -450 -6%
RWP
1416
Ridgecrest Wealth Partners
California
$599K – – –
CA
1417
CoreCap Advisors
Michigan
$598K +$91.6K +1,107 +18%
CL
1418
Choreo LLC
Illinois
$597K -$18.4K -222 -3%
BCA
1419
Bay Colony Advisors
Massachusetts
$597K +$79.9K +966 +15%
SIG
1420
Stonegate Investment Group
Alabama
$596K -$39.7K -479 -6%
FIA
1421
Foundations Investment Advisors
Arizona
$595K -$73.8K -929 -11%
MFA
1422
Mayflower Financial Advisors
Massachusetts
$595K +$3.47K +42 +0.6%
WA
1423
WealthTrust Axiom
Pennsylvania
$594K – – –
CI
1424
CPR Investments
Michigan
$593K +$12.7K +153 +2%
BWA
1425
Bordeaux Wealth Advisors
California
$593K +$105K +1,264 +21%
55 56
57
58 59