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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 %
NFC
1726
Northeast Financial Consultants
Connecticut
$346K +$74.4K +900 +27%
WWM
1727
Windsor Wealth Management
Indiana
$345K +$2.27K +28 +0.7%
BFS
1728
Bickling Financial Services
Massachusetts
$344K -$12.4K -150 -3%
PA
1729
Parkside Advisors
California
$344K – – –
AL
1730
ADE LLC
Maryland
$344K – – –
VWM
1731
Vigilare Wealth Management
Arizona
$344K +$745 +9 +0.2%
SGK
1732
Steigerwald Gordon & Koch
Virginia
$343K -$36.3K -439 -10%
CPIA
1733
Cornell Pochily Investment Advisors
New York
$343K -$2.07K -25 -0.6%
GJCM
1734
Grand Jean Capital Management
California
$343K – – –
EWM
1735
Executive Wealth Management
Michigan
$342K -$66.4K -803 -16%
DCM
1736
DGS Capital Management
New Jersey
$342K +$36.7K +444 +12%
PHAM
1737
Palisades Hudson Asset Management
Florida
$341K – – –
WDA
1738
Wendell David Associates
New Hampshire
$340K – – –
S
1739
SimplyRich
California
$340K – – –
TWM
1740
Tradition Wealth Management
Minnesota
$339K +$133K +1,606 +64%
RIM
1741
Reynolds Investment Management
South Carolina
$339K +$339K +4,095 New
FFC
1742
First Financial Corp
Indiana
$338K – – –
WI
1743
Wedgewood Investors
Pennsylvania
$338K – – –
HFG
1744
Heron Financial Group
New York
$337K -$7.45K -90 -2%
W
1745
Wealthquest
Ohio
$337K – – –
FPWM
1746
FSB Premier Wealth Management
Iowa
$337K +$34.5K +454 +11%
Financial Engines Advisors
1747
Financial Engines Advisors
California
$336K -$89.1K -1,076 -21%
NL
1748
Navalign LLC
California
$336K +$5.16K +69 +2%
TAM
1749
Townsend Asset Management
North Carolina
$336K +$16.5K +200 +5%
WFA
1750
Wade Financial Advisory
California
$336K +$103K +1,250 +44%
68 69
70
71 72