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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
KCM
1401
Kathmere Capital Management
Pennsylvania
$460K +$202K +2,754 +58%
MA
1402
MONECO Advisors
Connecticut
$459K -$48.5K -663 -8%
RT
1403
Rockland Trust
Massachusetts
$459K +$3.73K +51 +0.7%
MFA
1404
Mayflower Financial Advisors
Massachusetts
$459K +$21K +287 +4%
CCM
1405
CAAS Capital Management
New York
$458K -$1.72M -23,511 -76%
NIM
1406
Northeast Investment Management
Massachusetts
$457K
PIM
1407
Platinum Investment Management
Australia
$456K -$186K -2,540 -25%
DI
1408
DFPG Investments
Utah
$454K +$43.3K +591 +10%
CFO
1409
CVA Family Office
Colorado
$453K +$273K +3,725 +101%
RWP
1410
Ridgecrest Wealth Partners
California
$452K +$11.9K +162 +2%
BAM
1411
Blueshift Asset Management
New Jersey
$452K +$331K +4,526 +157%
ETC
1412
Exchange Traded Concepts
Oklahoma
$451K -$170K -2,327 -24%
RSWM
1413
Robertson Stephens Wealth Management
California
$451K -$3.08K -42 -0.6%
ICP
1414
Interchange Capital Partners
Pennsylvania
$449K -$99.7K -1,362 -16%
CL
1415
Choreo LLC
Illinois
$449K +$4.83K +66 +0.9%
BMC
1416
Beaton Management Company
Massachusetts
$448K
CWM
1417
Cornerstone Wealth Management
Missouri
$448K +$8.86K +121 +2%
NHC
1418
Nicholas Hoffman & Company
Georgia
$447K -$178K -2,436 -25%
GHA
1419
GW Henssler & Associates
Georgia
$447K -$17.6K -240 -3%
WA
1420
WealthTrust Axiom
Pennsylvania
$447K -$73 -1 -0%
NFC
1421
Northeast Financial Consultants
Connecticut
$447K +$6.08K +83 +1%
LCM
1422
Leisure Capital Management
California
$447K +$49.4K +675 +10%
CFGS
1423
Concourse Financial Group Securities
Alabama
$447K +$136K +1,861 +34%
BAM
1424
Byrne Asset Management
New Jersey
$446K -$14.6K -200 -3%
APG
1425
Abacus Planning Group
South Carolina
$446K -$11.6K -158 -2%

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.