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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
OWP
1626
Obermeyer Wealth Partners
Colorado
$297K
IAMOG
1627
Investors Asset Management of Georgia
Georgia
$296K
SWM
1628
Silverlake Wealth Management
Vermont
$295K +$366 +5 +0.1%
AA
1629
Addison Advisors
Vermont
$295K -$31.8K -435 -8%
CBFP
1630
Cedar Brook Financial Partners
Ohio
$295K +$353K +4,828 New
CWS
1631
Confluence Wealth Services
Pennsylvania
$294K -$242K -3,312 -41%
SA
1632
Syntax Advisors
New York
$293K -$20.2K -276 -5%
VCG
1633
Vantage Consulting Group
Virginia
$293K -$20.2K -276 -5%
CAM
1634
Claret Asset Management
Quebec, Canada
$293K -$2.49K -34 -0.7%
NAM
1635
NTV Asset Management
West Virginia
$293K
BWG
1636
Beta Wealth Group
California
$293K +$14.6K +200 +4%
DTC
1637
Davidson Trust Company
Washington
$292K -$65.9K -900 -16%
CRI
1638
Colonial River Investments
Virginia
$292K -$5.49K -75 -2%
GBT
1639
Grove Bank & Trust
Florida
$292K +$3.66K +50 +1%
CFD
1640
Creative Financial Designs
Indiana
$291K -$24.8K -339 -7%
VIM
1641
Vista Investment Management
Pennsylvania
$291K +$33.2K +453 +10%
RCM
1642
Radnor Capital Management
Pennsylvania
$290K
RCS
1643
Retirement Capital Strategies
California
$290K
HFA
1644
High Falls Advisors
New York
$290K +$73 +1 +0%
TWM
1645
Thrive Wealth Management
Pennsylvania
$290K +$9.08K +124 +3%
AF
1646
Apexium Financial
Texas
$290K +$75.6K +1,033 +28%
SAM
1647
Sompo Asset Management
Japan
$290K +$135K +1,840 +63%
CIA
1648
Capital Impact Advisors
Massachusetts
$289K -$208K -2,839 -37%
PT
1649
Plimoth Trust
Massachusetts
$289K -$11.4K -156 -3%
KCM
1650
KRS Capital Management
Michigan
$289K +$69.7K +952 +25%

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.