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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
CFA
1501
Cahill Financial Advisors
Minnesota
$381K -$48.2K -658 -10%
PFA
1502
Pure Financial Advisors
California
$381K -$40.9K -559 -8%
VV
1503
Verity & Verity
South Carolina
$381K +$10.3K +141 +2%
EAM
1504
Evanson Asset Management
California
$379K +$439 +6 +0.1%
WA
1505
Waddell & Associates
Tennessee
$378K -$49.1K -671 -10%
S
1506
Surevest
California
$378K
AA
1507
Aire Advisors
California
$377K -$81.6K -1,115 -15%
BCM
1508
BTC Capital Management
Iowa
$376K -$453K -6,183 -50%
BCA
1509
Bay Colony Advisors
Massachusetts
$375K -$93.2K -1,273 -17%
SAM
1510
SignalPoint Asset Management
Missouri
$375K -$7.32K -100 -2%
CCP
1511
Clarkston Capital Partners
Michigan
$375K
PAS
1512
Professional Advisory Services
Florida
$374K
BS
1513
Boenning & Scattergood
Pennsylvania
$373K +$73 +1 +0%
BEAM
1514
Baker Ellis Asset Management
Washington
$373K +$35.9K +491 +9%
JSW
1515
Journey Strategic Wealth
New Jersey
$373K +$447K +6,099 New
CM
1516
CastleKnight Management
New York
$373K +$447K +6,100 New
GIP
1517
Greatmark Investment Partners
Georgia
$372K
WBG
1518
Wharton Business Group
Pennsylvania
$371K
BC
1519
Burleson & Co
California
$370K +$73 +1 +0%
CFA
1520
CWS Financial Advisors
Michigan
$369K +$1.17K +16 +0.3%
ACM
1521
AlphaStar Capital Management
North Carolina
$368K -$286K -3,904 -39%
PWMAG
1522
Pinnacle Wealth Management Advisory Group
New Jersey
$368K -$162K -2,217 -27%
SIC
1523
Sigma Investment Counselors
Michigan
$368K
GSB
1524
Greenfield Savings Bank
Massachusetts
$368K +$9.74K +133 +2%
SCA
1525
Sippican Capital Advisors
Massachusetts
$368K +$47.6K +650 +12%

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.