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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 %
TWM
1676
Tradition Wealth Management
Minnesota
$616K +$34.5K +290 +6%
AA
1677
Addison Advisors
Vermont
$611K +$21.6K +181 +4%
SGK
1678
Steigerwald Gordon & Koch
Virginia
$611K -$2.14K -18 -0.3%
SW
1679
SlateStone Wealth
Florida
$609K -$3.46K -29 -0.6%
TA
1680
TFB Advisors
Kansas
$608K +$608K +5,107 New
CAMG
1681
CWA Asset Management Group
Florida
$607K -$216K -1,814 -26%
OCM
1682
Orser Capital Management
Texas
$607K – – –
RG
1683
Rathbones Group
United Kingdom
$604K -$8.57K -72 -1%
TFS
1684
Thoroughbred Financial Services
Tennessee
$603K +$37.1K +312 +7%
SWM
1685
Seed Wealth Management
Illinois
$603K – – –
CB
1686
Centennial Bank
Arkansas
$602K – – –
GEA
1687
Glen Eagle Advisors
New Jersey
$602K +$236K +1,979 +64%
NAM
1688
NTV Asset Management
West Virginia
$600K – – –
OL
1689
Optas LLC
Texas
$599K +$19.9K +167 +3%
NPF
1690
Norris Perne & French
Michigan
$599K +$7.74K +65 +1%
JSW
1691
Journey Strategic Wealth
New Jersey
$599K -$172K -1,445 -22%
CWP
1692
Capital Wealth Planning
Florida
$599K -$2.49M -20,932 -81%
FCB
1693
First County Bank
Connecticut
$596K -$49.1K -412 -8%
SWM
1694
Silverlake Wealth Management
Vermont
$596K -$47K -395 -7%
SFPG
1695
Stonebridge Financial Planning Group
Florida
$595K – – –
UM
1696
Ulysses Management
New York
$595K +$595K +5,000 New
SPM
1697
Symmetry Peak Management
Pennsylvania
$595K +$595K +5,000 New
CWM
1698
C2C Wealth Management
Arizona
$594K – – –
FHC
1699
First Heartland Consultants
Missouri
$594K -$8.1K -68 -1%
OWA
1700
Octavia Wealth Advisors
Ohio
$593K +$70.6K +593 +14%
66 67
68
69 70