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Oracle
ORCL

Overview Fund Activity

2,288 hedge funds and large institutions have $93.8B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 744 increasing their positions, 901 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,288
Holders Change
+192
Holders Change %
+9.16%
% of All Funds
36.92%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
318
Increased
744
Reduced
901
Closed
87
Calls
$1.85B
Puts
$1.78B
Net Calls
+$68.2M
Net Calls Change
-$175M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$735M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$672M
3
Harris Associates
Harris Associates
Illinois
+$374M
4
Capital World Investors
Capital World Investors
California
+$333M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$268M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$426M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$257M
3
LSV Asset Management
LSV Asset Management
Illinois
-$214M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
1626
SageView Advisory Group
California
$402K +$402K +4,918 New
AA
1627
Addison Advisors
Vermont
$401K +$6.7K +82 +2%
RTL
1628
Red Tortoise LLC
Georgia
$401K +$401K +4,904 New
PL
1629
Parthenon LLC
Kentucky
$401K – – –
LWM
1630
Lodestone Wealth Management
Washington
$400K +$400K +4,898 New
BWP
1631
Baldwin Wealth Partners
Massachusetts
$400K -$58.8K -719 -13%
PPP
1632
Private Portfolio Partners
New Jersey
$400K +$82 +1 +0%
EP
1633
Eudaimonia Partners
Tennessee
$400K -$5.72K -70 -1%
CFA
1634
CWS Financial Advisors
Michigan
$399K -$24.9K -354 -6%
LCM
1635
LVM Capital Management
Michigan
$399K – – –
CIA
1636
Capital Impact Advisors
Massachusetts
$398K +$11.1K +136 +3%
TCM
1637
Teza Capital Management
Illinois
$397K +$397K +4,860 New
IAMOG
1638
Investors Asset Management of Georgia
Georgia
$396K – – –
NAG
1639
Northstar Advisory Group
New Jersey
$396K +$396K +4,839 New
HR
1640
Howe & Rusling
New York
$395K -$36.1K -442 -8%
AFG
1641
AFS Financial Group
Maryland
$393K +$393K +4,810 New
HBW
1642
Hazlett, Burt & Watson
West Virginia
$392K -$5.15K -63 -1%
CAM
1643
Claret Asset Management
Quebec, Canada
$392K – – –
MPWT
1644
MassMutual Private Wealth & Trust
Connecticut
$392K +$16.9K +207 +5%
VIM
1645
Vista Investment Management
Pennsylvania
$392K +$1.8K +22 +0.5%
AA
1646
Argent Advisors
Louisiana
$391K +$391K +4,785 New
BAM
1647
Byrne Asset Management
New Jersey
$391K -$207K -2,530 -35%
OTPPB
1648
Ontario Teachers' Pension Plan Board
Ontario, Canada
$391K +$391K +4,780 New
CFD
1649
Creative Financial Designs
Indiana
$390K – – –
KFI
1650
Key Financial Inc
Pennsylvania
$390K – – –
64 65
66
67 68