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Oracle
ORCL

Overview Fund Activity

2,257 hedge funds and large institutions have $92.4B invested in Oracle in 2022 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 825 increasing their positions, 926 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
35.72%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.85%
New
129
Increased
825
Reduced
926
Closed
138
Calls
$1.63B
Puts
$1.31B
Net Calls
+$312M
Net Calls Change
+$416M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$433M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$407M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$336M
4
Holocene Advisors
Holocene Advisors
New York
+$290M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$270M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.21B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$533M
3
State Street
State Street
Massachusetts
-$291M
4
Morgan Stanley
Morgan Stanley
New York
-$285M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
1651
Middleton & Co
Massachusetts
$395K -$4.13K -50 -1%
CFD
1652
Creative Financial Designs
Indiana
$394K – – –
CBN
1653
Cadence Bank NA
Texas
$393K -$2.15K -26 -0.5%
RCM
1654
Radnor Capital Management
Pennsylvania
$393K – – –
KCM
1655
Kathmere Capital Management
Pennsylvania
$393K +$393K +4,745 New
MCM
1656
Monarch Capital Management
Indiana
$392K – – –
WW
1657
Westshore Wealth
California
$392K +$71.1K +860 +22%
SF
1658
Summit Financial
New Jersey
$392K +$55.8K +674 +17%
BFA
1659
Brendel Financial Advisors
New Hampshire
$391K – – –
CWP
1660
Concord Wealth Partners
Virginia
$390K +$10.1K +122 +3%
OIM
1661
Orca Investment Management
Oregon
$388K – – –
BIAS
1662
Beacon Investment Advisory Services
New Jersey
$388K – – –
PWM
1663
Paulson Wealth Management
Illinois
$387K -$18.1K -219 -4%
B
1664
Barings
North Carolina
$386K -$1.93M -23,315 -83%
TPWA
1665
TRUE Private Wealth Advisors
Oregon
$386K -$20.3K -270 -5%
KWM
1666
Kaydan Wealth Management
Michigan
$385K – – –
TWM
1667
Thrive Wealth Management
Pennsylvania
$384K +$993 +12 +0.3%
RG
1668
Rathbones Group
United Kingdom
$384K +$26.9K +325 +8%
CW
1669
CreativeOne Wealth
Kansas
$384K +$41.1K +497 +12%
RTL
1670
Red Tortoise LLC
Georgia
$383K -$12K -145 -3%
GFPC
1671
Global Financial Private Client
Florida
$382K +$41K +500 +12%
AWM
1672
Aberdeen Wealth Management
Illinois
$381K – – –
APS
1673
American Planning Services
Florida
$381K – – –
CLOS
1674
Compagnie Lombard Odier SCmA
Switzerland
$381K – – –
CWM
1675
Concentrum Wealth Management
California
$381K +$8.12K +98 +2%
65 66
67
68 69