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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1626
Ballast Inc
Kentucky
$347K -$293 -4 -0.1%
NPF
1627
Norris Perne & French
Michigan
$347K
AC
1628
Avestar Capital
New York
$347K +$114K +1,551 +45%
HHGA
1629
Halbert Hargrove Global Advisors
California
$345K -$1.1K -15 -0.3%
RG
1630
Rathbones Group
United Kingdom
$345K +$22.3K +304 +7%
AA
1631
Alesco Advisors
New York
$344K
RP
1632
Riverbridge Partners
Minnesota
$344K
PL
1633
Parthenon LLC
Kentucky
$343K
WCM
1634
Whitener Capital Management
North Carolina
$342K
PPP
1635
Private Portfolio Partners
New Jersey
$342K +$3.66K +50 +1%
PT
1636
Plimoth Trust
Massachusetts
$341K -$441K -6,021 -55%
HBW
1637
Hazlett, Burt & Watson
West Virginia
$339K
IAMOG
1638
Investors Asset Management of Georgia
Georgia
$339K
OWP
1639
Obermeyer Wealth Partners
Colorado
$339K +$87.8K +1,200 +33%
CRI
1640
Colonial River Investments
Virginia
$339K +$355K +4,855 New
CAM
1641
Claret Asset Management
Quebec, Canada
$338K -$3.07K -42 -0.9%
SWM
1642
Silverlake Wealth Management
Vermont
$337K -$7.03K -96 -2%
NWM
1643
Northcape Wealth Management
New York
$337K -$14.4K -197 -4%
CAM
1644
Columbia Asset Management
Michigan
$336K +$352K +4,808 New
AWA
1645
Arkadios Wealth Advisors
Georgia
$335K -$30.7K -419 -8%
NAM
1646
NTV Asset Management
West Virginia
$335K
OWA
1647
One Wealth Advisors
California
$334K -$167K -2,288 -32%
KCM
1648
Kathmere Capital Management
Pennsylvania
$334K +$2.2K +30 +0.6%
RA
1649
RFG Advisory
Alabama
$334K +$70.1K +957 +28%
HFA
1650
High Falls Advisors
New York
$332K -$14.6K -199 -4%

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.