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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1701
Gryphon Financial Partners
Ohio
$364K +$380 +5 +0.1%
AF
1702
Affiance Financial
Minnesota
$363K
DW
1703
Domani Wealth
Pennsylvania
$363K +$2.36K +31 +0.7%
KCM
1704
Kornitzer Capital Management
Kansas
$363K
PT
1705
Plimoth Trust
Massachusetts
$362K -$22.8K -300 -6%
ERWM
1706
Elk River Wealth Management
Colorado
$362K
MMM
1707
Mendel Money Management
Illinois
$362K
BI
1708
Ballast Inc
Kentucky
$361K -$18.9K -249 -5%
AWA
1709
Aletheian Wealth Advisors
Washington
$361K +$336K +4,422 New
HFG
1710
Heron Financial Group
New York
$361K +$16.3K +215 +5%
MCA
1711
Magnolia Capital Advisors
Mississippi
$361K
MGAM
1712
McGowan Group Asset Management
Texas
$360K +$76.1K +1,002 +29%
ERIM
1713
Eagle Ridge Investment Management
Connecticut
$360K
ACM
1714
Absolute Capital Management
Pennsylvania
$360K +$334K +4,400 New
HWA
1715
Heartwood Wealth Advisors
Virginia
$359K -$5.93K -78 -2%
VWA
1716
Visionary Wealth Advisors
Illinois
$359K +$61.4K +808 +23%
HB
1717
Horizon Bancorp
Indiana
$359K +$333K +4,387 New
MC
1718
Middleton & Co
Massachusetts
$358K -$3.8K -50 -1%
CPA
1719
Cardiff Park Advisors
California
$358K -$63.9K -841 -16%
WAG
1720
Winthrop Advisory Group
Massachusetts
$358K -$2.05K -27 -0.6%
ECM
1721
Estabrook Capital Management
New York
$357K -$1.75K -23 -0.5%
DWM
1722
Destination Wealth Management
California
$357K -$8.28K -109 -2%
AWM
1723
Arista Wealth Management
Nevada
$356K +$331K +4,360 New
TNA
1724
True North Advisors
Texas
$356K +$1.52K +20 +0.5%
MHR
1725
Matthew Hamilton Rosenberg
$355K -$5.4K -71 -2%

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.