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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
SA
1651
Strategic Advisors
New York
$288K -$38.9K -531 -10%
MC
1652
Machina Capital
France
$287K +$344K +4,693 New
GP
1653
Girard Partners
Pennsylvania
$285K -$34.5K -471 -9%
BI
1654
Ballast Inc
Kentucky
$285K -$22K -300 -6%
CA
1655
CGN Advisors
Kansas
$284K +$80.5K +1,100 +31%
AFM
1656
Andesa Financial Management
Pennsylvania
$283K +$19.8K +271 +6%
IAIM
1657
International Assets Investment Management
Florida
$283K +$339K +4,631 New
OAM
1658
Occidental Asset Management
California
$282K
KWM
1659
Kaydan Wealth Management
Michigan
$282K -$3.15K -43 -0.9%
AWM
1660
Aberdeen Wealth Management
Illinois
$281K
ABLA
1661
Alan B. Lancz & Associates
Ohio
$281K
MPWT
1662
MassMutual Private Wealth & Trust
Connecticut
$280K -$92.8K -1,267 -22%
CLOS
1663
Compagnie Lombard Odier SCmA
Switzerland
$280K
OTL
1664
Oak Thistle LLC
New York
$280K +$335K +4,579 New
OIM
1665
Orca Investment Management
Oregon
$279K -$9.15K -125 -3%
HIMC
1666
Heritage Investors Management Corp
Maryland
$278K -$346K -4,730 -51%
ESB
1667
Essex Savings Bank
Connecticut
$278K +$41.4K +566 +14%
Members Trust
1668
Members Trust
Florida
$278K +$53.1K +725 +19%
HFRG
1669
Houlihan Financial Resource Group
Virginia
$278K +$287K +3,926 New
HC
1670
Hamilton Capital
Ohio
$277K -$126K -1,718 -27%
MIA
1671
MainStreet Investment Advisors
Illinois
$277K
C
1672
Certuity
Florida
$277K +$73.8K +1,008 +29%
NW
1673
NewEdge Wealth
Pennsylvania
$276K -$13.9K -190 -4%
SFPG
1674
Stonebridge Financial Planning Group
Florida
$276K
SW
1675
SlateStone Wealth
Florida
$275K +$13.2K +180 +4%

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.