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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 %
CIAS
1526
CFS Investment Advisory Services
New Jersey
$808K +$477 +4 +0.1%
HCMG
1527
Howard Capital Management Group
California
$804K -$19.7K -165 -2%
OPTFSNA
1528
Old Point Trust & Financial Services N A
Virginia
$800K -$82.1K -689 -9%
IP
1529
Intellectus Partners
California
$800K -$134K -1,123 -14%
WCWM
1530
Willow Creek Wealth Management
California
$799K +$2.98K +25 +0.4%
BIC
1531
Beach Investment Counsel
Pennsylvania
$798K – – –
NDSI
1532
Newman Dignan & Sheerar Inc
Rhode Island
$797K -$11.9K -100 -1%
RCM
1533
RB Capital Management
Nevada
$797K -$13K -109 -2%
DOA
1534
D'Orazio & Associates
Virginia
$797K -$228K -1,915 -22%
MCCA
1535
Mill Creek Capital Advisors
Pennsylvania
$792K +$82.5K +693 +12%
CA
1536
Crewe Advisors
Utah
$791K -$38K -319 -5%
SCI
1537
Stableford Capital II
Arizona
$791K +$791K +6,998 New
AC
1538
Avestar Capital
New York
$790K +$13.1K +110 +2%
HWA
1539
HCR Wealth Advisors
California
$787K +$7.74K +65 +1%
RC
1540
RBO & Co
California
$786K – – –
EFG
1541
Everhart Financial Group
Ohio
$785K +$56.1K +471 +8%
TFA
1542
Transamerica Financial Advisors
Florida
$785K -$3.81K -32 -0.5%
CA
1543
Centerpoint Advisors
Massachusetts
$784K – – –
RCM
1544
Radnor Capital Management
Pennsylvania
$783K +$203K +1,700 +35%
MAM
1545
McLean Asset Management
Virginia
$782K -$25K -210 -3%
PCM
1546
Pointe Capital Management
Michigan
$781K +$289K +2,427 +59%
GF
1547
Gabelli Funds
New York
$780K -$77.4K -650 -9%
KFI
1548
Key Financial Inc
Pennsylvania
$776K +$16.9K +142 +2%
BFG
1549
Berger Financial Group
Minnesota
$776K +$3.57K +30 +0.5%
DIP
1550
Davis Investment Partners
North Carolina
$775K +$22.1K +191 +3%
60 61
62
63 64