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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
LIA
1426
LBMC Investment Advisors
Tennessee
$444K
BHWM
1427
Bar Harbor Wealth Management
New Hampshire
$443K -$1.54K -21 -0.3%
AMC
1428
Asset Management Corp
Illinois
$442K -$143K -1,958 -21%
OPTFSNA
1429
Old Point Trust & Financial Services N A
Virginia
$441K +$528K +7,217 New
SHGA
1430
Sand Hill Global Advisors
California
$440K -$26.1K -357 -5%
SGI
1431
Summit Global Investments
Utah
$439K -$2.53M -34,584 -83%
MCM
1432
Monument Capital Management
Virginia
$439K +$90.5K +1,236 +21%
ACS
1433
Archford Capital Strategies
Illinois
$437K -$13.8K -188 -3%
CWP
1434
Concord Wealth Partners
Virginia
$437K +$46K +629 +10%
SPWM
1435
Schrum Private Wealth Management
Florida
$436K -$10K -137 -2%
FCMT
1436
Founders Capital Management (Texas)
Texas
$435K
SBCM
1437
Schwerin Boyle Capital Management
Massachusetts
$435K
RIM
1438
Redwood Investment Management
Arizona
$435K +$522K +7,129 New
FWA
1439
FSM Wealth Advisors
Ohio
$433K +$4.98K +68 +1%
WE
1440
Wealth Effects
Massachusetts
$431K +$12.9K +176 +3%
DA
1441
DSC Advisors
Illinois
$430K +$174K +2,372 +51%
CA
1442
CoreCap Advisors
Michigan
$428K -$15.2K -208 -3%
RCM
1443
RB Capital Management
Nevada
$428K +$586 +8 +0.1%
WFA
1444
Wade Financial Advisory
California
$428K +$216K +2,957 +73%
LWMNY
1445
Landmark Wealth Management (New York)
New York
$427K -$1.02K -14 -0.2%
CSPIA
1446
Cary Street Partners Investment Advisory
Virginia
$427K +$46.6K +637 +10%
FAG
1447
Fortitude Advisory Group
Washington
$425K -$2.56K -35 -0.5%
AC
1448
AlphaCore Capital
California
$425K +$57.8K +790 +13%
KFGK
1449
Keystone Financial Group (Kentucky)
Kentucky
$424K -$68.6K -937 -12%
AC
1450
Avestar Capital
New York
$423K +$144K +1,961 +40%

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.