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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1451
Birch Capital Management
Texas
$926K -$195K -1,637 -17%
CFO
1452
CVA Family Office
Colorado
$925K +$53.9K +453 +6%
WA
1453
WealthTrust Axiom
Pennsylvania
$922K – – –
CAL
1454
Capital Advisors Ltd
Ohio
$918K +$288K +2,415 +46%
CAM
1455
Columbia Asset Management
Michigan
$917K -$51.2K -430 -5%
RWP
1456
Ridgecrest Wealth Partners
California
$913K +$31.4K +264 +4%
1WA
1457
180 Wealth Advisors
Washington
$912K -$58.2K -497 -6%
GA
1458
Geller Advisors
New York
$912K +$312K +2,616 +52%
TIA
1459
Traphagen Investment Advisors
New Jersey
$911K +$79.9K +671 +10%
VCWA
1460
Vanguard Capital Wealth Advisors
Colorado
$909K +$2.74K +23 +0.3%
CPC
1461
Cookson Peirce & Co
Pennsylvania
$908K -$16.9K -142 -2%
SGI
1462
Summit Global Investments
Utah
$904K -$4.17K -35 -0.5%
LB
1463
Leo Brokerage
Texas
$904K +$163K +1,370 +22%
VCM
1464
Vivaldi Capital Management
Illinois
$901K +$25.2K +212 +3%
PFA
1465
Pure Financial Advisors
California
$901K -$2.5K -21 -0.3%
IWA
1466
Intercontinental Wealth Advisors
Texas
$900K -$385K -3,230 -30%
RG
1467
Renaissance Group
Kentucky
$900K -$128K -1,078 -12%
GSEP
1468
Golden State Equity Partners
California
$898K +$144K +1,208 +19%
CPM
1469
Connective Portfolio Management
New York
$897K -$532K -4,465 -37%
PIM
1470
Penobscot Investment Management
Massachusetts
$896K – – –
GF
1471
Gries Financial
Ohio
$894K -$2.82M -23,709 -76%
MC
1472
McMorgan & Co
California
$892K -$9.05K -76 -1%
BST
1473
Bath Savings Trust
Maine
$891K -$29.8K -250 -3%
NIM
1474
Northeast Investment Management
Massachusetts
$891K – – –
PMFA
1475
Plante Moran Financial Advisors
Michigan
$890K -$189K -1,584 -17%
57 58
59
60 61