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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1651
Founders Financial Alliance
North Carolina
$643K +$67.2K +564 +12%
ACA
1652
Aptus Capital Advisors
Alabama
$642K +$106K +888 +20%
CW
1653
CreativeOne Wealth
Kansas
$642K +$37.7K +317 +6%
IC
1654
Inscription Capital
Texas
$639K -$35.4K -297 -5%
PIA
1655
Perennial Investment Advisors
California
$639K +$23.8K +200 +4%
SFG
1656
StrategIQ Financial Group
Indiana
$639K +$20.6K +173 +3%
EFMC
1657
Empire Financial Management Company
New York
$637K -$131K -1,100 -17%
SFG
1658
SNS Financial Group
Minnesota
$637K -$119 -1 -0%
VAM
1659
Verity Asset Management
North Carolina
$635K – – –
PWP
1660
Phillips Wealth Planners
Mississippi
$633K -$195K -1,634 -24%
SFG
1661
Sovereign Financial Group
Connecticut
$631K +$263K +2,208 +71%
SFP
1662
Sweet Financial Partners
Minnesota
$630K +$476 +4 +0.1%
SVCP
1663
Silicon Valley Capital Partners
California
$630K +$18.7K +157 +3%
SCA
1664
Southern Capital Advisors
Tennessee
$629K +$2.62K +22 +0.4%
ESB
1665
Essex Savings Bank
Connecticut
$629K +$99.2K +833 +19%
PL
1666
Plancorp LLC
Missouri
$628K +$9.41K +79 +2%
HBW
1667
Hazlett, Burt & Watson
West Virginia
$627K +$51.1K +428 +9%
FPGK
1668
Financial Partners Group (Kansas)
Kansas
$626K +$1.26K +11 +0.2%
PWM
1669
Prentice Wealth Management
New York
$626K +$626K +5,254 New
LP
1670
LGL Partners
Pennsylvania
$625K -$170K -1,429 -21%
WSC
1671
Wellington Shields & Co
New York
$624K – – –
HI
1672
Hoey Investments
Pennsylvania
$624K +$6.07K +51 +1%
HA
1673
Herold Advisors
New York
$618K -$44.2K -371 -7%
AMBIA
1674
Allen Mooney & Barnes Investment Advisors
Georgia
$617K +$232K +1,944 +60%
FPAS
1675
Focus Partners Advisor Solutions
Missouri
$617K -$326K -2,735 -35%
65 66
67
68 69