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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 %
MAWCM
1576
Mine & Arao Wealth Creation & Management
California
$743K -$43.7K -367 -6%
FCP
1577
Fidelis Capital Partners
Florida
$743K +$41.4K +348 +6%
SF
1578
Symphony Financial
Texas
$743K -$129K -1,102 -15%
I2I
1579
Insight 2811 Inc
Illinois
$742K -$8.93K -75 -1%
PFC
1580
Poplar Forest Capital
California
$737K – – –
IAS
1581
Insigneo Advisory Services
Florida
$734K -$32K -269 -4%
HIG
1582
Heritage Investment Group
Florida
$728K – – –
ALAM
1583
Asahi Life Asset Management
Japan
$728K -$83.4K -700 -10%
NCM
1584
Novare Capital Management
North Carolina
$726K +$142K +1,195 +24%
CRIG
1585
Charter Research & Investment Group
Connecticut
$725K -$8.34K -70 -1%
AWA
1586
Aletheian Wealth Advisors
Washington
$725K +$725K +6,089 New
GIM
1587
Goelzer Investment Management
Indiana
$725K -$5.95K -50 -0.8%
FFA
1588
Farther Finance Advisors
California
$724K +$98.2K +825 +16%
SOS
1589
Silver Oak Securities
Tennessee
$724K +$70.5K +592 +11%
EHC
1590
Everett Harris & Co
California
$723K +$23.8K +200 +3%
BA
1591
Bridge Advisory
California
$722K +$25.2K +212 +4%
BWA
1592
Bordeaux Wealth Advisors
California
$721K +$81.3K +683 +13%
DWM
1593
Drive Wealth Management
Utah
$719K +$10.8K +91 +2%
MCWS
1594
McKinley Carter Wealth Services
West Virginia
$718K -$83.1K -698 -10%
PAS
1595
Professional Advisory Services
Florida
$718K – – –
MHS
1596
M Holdings Securities
Oregon
$717K -$763K -6,407 -52%
CB
1597
CNB Bank
Pennsylvania
$717K -$31.1K -261 -4%
LCGC
1598
Legacy Capital Group California
California
$714K +$185K +1,555 +35%
JF
1599
Jump Financial
Illinois
$713K +$713K +5,987 New
SCA
1600
Sippican Capital Advisors
Massachusetts
$713K -$6.79K -57 -0.9%
62 63
64
65 66