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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
DIA
1676
Dana Investment Advisors
Wisconsin
$274K -$67.8K -926 -17%
IF
1677
Ironwood Financial
Arizona
$274K
NL
1678
Navalign LLC
California
$274K
DWM
1679
Destination Wealth Management
California
$273K -$54.3K -742 -14%
PWP
1680
Perfromance Wealth Partners
Illinois
$273K -$9.15K -125 -3%
HWA
1681
Heartwood Wealth Advisors
Virginia
$273K -$1.46K -20 -0.4%
CBT
1682
CoreFirst Bank & Trust
Kansas
$273K
RB
1683
Renasant Bank
Mississippi
$273K +$14.9K +204 +5%
BOPW
1684
Brandywine Oak Private Wealth
Pennsylvania
$272K -$3K -41 -0.9%
NCM
1685
Narwhal Capital Management
Georgia
$271K -$219K -2,993 -40%
MC
1686
Middleton & Co
Massachusetts
$271K -$18.3K -250 -5%
AF
1687
Affiance Financial
Minnesota
$271K
KCM
1688
Kornitzer Capital Management
Kansas
$271K
GFP
1689
Gryphon Financial Partners
Ohio
$271K +$52.9K +722 +19%
DW
1690
Domani Wealth
Pennsylvania
$270K
ERWM
1691
Elk River Wealth Management
Colorado
$270K
MMM
1692
Mendel Money Management
Illinois
$270K
MCA
1693
Magnolia Capital Advisors
Mississippi
$270K +$25.4K +347 +9%
MHR
1694
Matthew Hamilton Rosenberg
$270K +$28.8K +394 +10%
ALAM
1695
Asahi Life Asset Management
Japan
$269K -$285K -3,890 -47%
ERIM
1696
Eagle Ridge Investment Management
Connecticut
$269K -$83.5K -1,140 -21%
TIAM2
1697
Tru Independence Asset Management 2
Oregon
$269K -$6K -82 -2%
WAG
1698
Winthrop Advisory Group
Massachusetts
$269K +$146 +2 +0%
TW
1699
TrinityPoint Wealth
Connecticut
$269K +$19K +260 +6%
AWM
1700
Aries Wealth Management
Maine
$269K +$26.1K +357 +12%

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.