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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 %
FW
1676
FirstPurpose Wealth
Utah
$379K +$21.7K +262 +6%
RCS
1677
Retirement Capital Strategies
California
$377K – – –
PCG
1678
Private Capital Group
Connecticut
$375K -$37K -448 -9%
PA
1679
Probity Advisors
Texas
$375K -$4.47K -54 -1%
AWM
1680
Avitas Wealth Management
California
$375K +$375K +4,530 New
SFPG
1681
Stonebridge Financial Planning Group
Florida
$374K – – –
SWM
1682
Sendero Wealth Management
Texas
$373K – – –
IA
1683
IFG Advisory
Georgia
$371K -$75.7K -917 -17%
IF
1684
Ironwood Financial
Arizona
$371K -$67.3K -814 -15%
GA
1685
Greenspring Advisors
Maryland
$371K -$16.5K -200 -4%
CA
1686
Calton & Associates
Florida
$371K +$4.96K +60 +1%
NCM
1687
Noesis Capital Mangement
Florida
$370K – – –
FFMBT
1688
First Farmers & Merchants Bank Trust
Tennessee
$370K +$14.2K +172 +4%
WA
1689
Wealth Architects
California
$369K +$2.81K +34 +0.8%
AFM
1690
Andesa Financial Management
Pennsylvania
$369K +$22.7K +274 +7%
AF
1691
Affiance Financial
Minnesota
$368K – – –
KCM
1692
Kornitzer Capital Management
Kansas
$367K -$24K -290 -6%
PWP
1693
Perfromance Wealth Partners
Illinois
$367K -$10.3K -125 -3%
CBT
1694
CoreFirst Bank & Trust
Kansas
$366K -$4.23K -51 -1%
MMM
1695
Mendel Money Management
Illinois
$366K – – –
ERWM
1696
Elk River Wealth Management
Colorado
$366K – – –
LDFR
1697
Lehman & Derafelo Financial Resources
Pennsylvania
$366K +$66.1K +800 +22%
DW
1698
Domani Wealth
Pennsylvania
$365K – – –
SFP
1699
Sweet Financial Partners
Minnesota
$365K +$48.3K +583 +15%
C
1700
Certuity
Florida
$364K -$1.57K -19 -0.4%
66 67
68
69 70