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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 %
WFA
1451
Wade Financial Advisory
California
$573K – – –
LWMNY
1452
Landmark Wealth Management (New York)
New York
$572K +$82 +1 +0%
PP
1453
Patten & Patten
Tennessee
$571K +$45.6K +557 +9%
MSAM
1454
Moloney Securities Asset Management
Missouri
$571K +$8.34K +102 +1%
KFGK
1455
Keystone Financial Group (Kentucky)
Kentucky
$568K +$82 +1 +0%
FAG
1456
Fortitude Advisory Group
Washington
$568K -$1.06K -13 -0.2%
CAMG
1457
CWA Asset Management Group
Florida
$567K -$364K -4,457 -39%
PC
1458
Prairiewood Capital
North Dakota
$564K – – –
ACM
1459
Armbruster Capital Management
New York
$563K +$6.95K +85 +1%
PGCM
1460
Prescott Group Capital Management
Oklahoma
$561K -$60.3K -738 -10%
NDSI
1461
Newman Dignan & Sheerar Inc
Rhode Island
$557K – – –
LF
1462
Lee Financial
Texas
$555K – – –
DJSG
1463
D.J. St. Germain
Massachusetts
$553K +$25.9K +7,786 +5%
HCMG
1464
Howard Capital Management Group
California
$552K -$5.88K -72 -1%
FNBTCON
1465
First National Bank & Trust Co of Newtown
Pennsylvania
$552K – – –
BHWM
1466
Bar Harbor Wealth Management
New Hampshire
$552K -$40.9K -500 -7%
DWM
1467
Drive Wealth Management
Utah
$551K +$210K +2,575 +62%
BFG
1468
Berger Financial Group
Minnesota
$550K -$11.6K -142 -2%
BIC
1469
Beach Investment Counsel
Pennsylvania
$548K – – –
WCWM
1470
Willow Creek Wealth Management
California
$547K -$1.64K -20 -0.3%
VCM
1471
Vigilant Capital Management
Maine
$547K +$3.11K +38 +0.6%
DC
1472
DeDora Capital
California
$542K -$4.25K -52 -0.8%
SHGA
1473
Sand Hill Global Advisors
California
$542K -$47.2K -577 -8%
KTC
1474
Kistler-Tiffany Companies
Pennsylvania
$540K +$78.3K +958 +17%
RC
1475
RBO & Co
California
$539K – – –
57 58
59
60 61