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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
VAM
1526
Verity Asset Management
North Carolina
$367K +$440K +6,016 New
IFA
1527
Index Fund Advisors
California
$367K
ML
1528
McAdam LLC
Pennsylvania
$366K -$1.25K -17 -0.3%
FC
1529
Forte Capital
New York
$365K +$3.29K +45 +0.8%
SFG
1530
SNS Financial Group
Minnesota
$362K +$3.44K +47 +0.8%
FCB
1531
First Command Bank
Texas
$362K +$4.32K +59 +1%
FCFS
1532
First Command Financial Services
Texas
$362K +$4.32K +59 +1%
EWM
1533
Evermay Wealth Management
Virginia
$361K +$6.88K +94 +2%
SFG
1534
StrategIQ Financial Group
Indiana
$361K +$13.5K +185 +3%
FIA
1535
FNY Investment Advisers
New York
$359K +$420K +5,732 +3,583%
NC
1536
NinePointTwo Capital
California
$358K
SCA
1537
Spearhead Capital Advisors
Florida
$358K +$24K +328 +6%
PFA
1538
Plotkin Financial Advisors
Maryland
$358K +$36.6K +500 +9%
PCIA
1539
Prime Capital Investment Advisors
Kansas
$357K -$43.7K -597 -9%
ZB
1540
Zions Bancorporation
Utah
$357K +$366 +5 +0.1%
SF
1541
Summit Financial
New Jersey
$357K +$98.1K +1,340 +30%
SXL
1542
Summit X LLC
Missouri
$354K +$60.2K +822 +17%
TFA
1543
Tranquilli Financial Advisor
New Jersey
$354K +$124K +1,696 +41%
BOTW
1544
Bank of the West
California
$353K -$10.6K -145 -2%
MA
1545
MCF Advisors
Kentucky
$351K +$111K +1,514 +36%
PWA
1546
Phoenix Wealth Advisors
North Carolina
$350K -$952 -13 -0.2%
HH
1547
Hilltop Holdings
Texas
$350K +$2.42K +33 +0.6%
ST
1548
Sabal Trust
Florida
$350K +$22.3K +305 +6%
B
1549
Barings
North Carolina
$350K +$73.9K +1,009 +21%
SPC
1550
Stewart & Patten Company
California
$350K +$100K +1,372 +31%

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.