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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
RC
1476
RBO & Co
California
$403K
REMPR
1477
Roof Eidam Maycock Peralta (REMP)
California
$403K
GC
1478
Garde Capital
Washington
$401K
HWA
1479
HCR Wealth Advisors
California
$400K
M
1480
MOTCO
Texas
$399K +$4.03K +55 +0.8%
TC
1481
Trust Company
Kansas
$399K +$395K +5,398 +473%
I2I
1482
Insight 2811 Inc
Illinois
$398K +$14.3K +196 +3%
CWM
1483
Calamos Wealth Management
Illinois
$398K +$87.9K +1,200 +23%
WA
1484
Waverly Advisors
Alabama
$395K +$67.4K +921 +17%
TWM
1485
Triton Wealth Management
Arizona
$394K
PFC
1486
Poplar Forest Capital
California
$393K
PP
1487
Patten & Patten
Tennessee
$392K +$12.5K +171 +3%
TFA
1488
Transamerica Financial Advisors
Florida
$392K +$40.9K +558 +10%
SDWMA
1489
Schneider Downs Wealth Management Advisors
Pennsylvania
$390K -$151K -2,059 -24%
KFI
1490
Key Financial Inc
Pennsylvania
$390K
CA
1491
Cornerstone Advisory
Maryland
$388K -$19.8K -270 -4%
LHC
1492
Little House Capital
Massachusetts
$388K -$8.86K -121 -2%
CRIG
1493
Charter Research & Investment Group
Connecticut
$387K
GIM
1494
Goelzer Investment Management
Indiana
$387K
NG
1495
Northstar Group
New York
$387K
HIG
1496
Heritage Investment Group
Florida
$386K
CS
1497
Comerica Securities
Michigan
$386K +$16K +218 +4%
GL
1498
Graypoint LLC
New York
$384K -$72.4K -989 -14%
KC
1499
Kingfisher Capital
North Carolina
$384K +$460K +6,282 New
PO
1500
Private Ocean
California
$382K +$89.7K +1,225 +24%

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.