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Oracle
ORCL

Overview Fund Activity

2,288 hedge funds and large institutions have $93.8B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 744 increasing their positions, 901 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,288
Holders Change
+192
Holders Change %
+9.16%
% of All Funds
36.92%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
318
Increased
744
Reduced
901
Closed
87
Calls
$1.85B
Puts
$1.78B
Net Calls
+$68.2M
Net Calls Change
-$175M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$735M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$672M
3
Harris Associates
Harris Associates
Illinois
+$374M
4
Capital World Investors
Capital World Investors
California
+$333M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$268M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$426M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$257M
3
LSV Asset Management
LSV Asset Management
Illinois
-$214M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
1676
SlateStone Wealth
Florida
$374K +$5.07K +62 +1%
TPWA
1677
TRUE Private Wealth Advisors
Oregon
$373K +$20.3K +248 +6%
ESB
1678
Essex Savings Bank
Connecticut
$372K -$654 -8 -0.2%
CWP
1679
Concord Wealth Partners
Virginia
$372K -$213K -2,610 -36%
AF
1680
Apexium Financial
Texas
$372K -$16.8K -206 -4%
SFPG
1681
Stonebridge Financial Planning Group
Florida
$369K – – –
IIC
1682
Integrated Investment Consultants
Michigan
$368K +$83.5K +1,022 +29%
RCS
1683
Retirement Capital Strategies
California
$367K -$20.7K -253 -5%
AFG
1684
Allegheny Financial Group
Pennsylvania
$367K +$367K +4,487 New
IF
1685
Ironwood Financial
Arizona
$367K – – –
FL
1686
Fort LP
Maryland
$366K -$180K -2,200 -33%
CBFP
1687
Cedar Brook Financial Partners
Ohio
$366K -$28.4K -347 -7%
AC
1688
Apella Capital
Connecticut
$366K +$7.44K +91 +2%
CBT
1689
CoreFirst Bank & Trust
Kansas
$365K – – –
HIMC
1690
Heritage Investors Management Corp
Maryland
$365K -$6.62K -81 -2%
CRI
1691
Colonial River Investments
Virginia
$365K -$25.9K -317 -7%
GFP
1692
Gryphon Financial Partners
Ohio
$364K +$409 +5 +0.1%
AF
1693
Affiance Financial
Minnesota
$363K – – –
DW
1694
Domani Wealth
Pennsylvania
$363K +$2.53K +31 +0.7%
KCM
1695
Kornitzer Capital Management
Kansas
$363K – – –
PT
1696
Plimoth Trust
Massachusetts
$362K -$24.6K -300 -6%
ERWM
1697
Elk River Wealth Management
Colorado
$362K – – –
MMM
1698
Mendel Money Management
Illinois
$362K – – –
BI
1699
Ballast Inc
Kentucky
$361K -$20.4K -249 -5%
AWA
1700
Aletheian Wealth Advisors
Washington
$361K +$361K +4,422 New
66 67
68
69 70