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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
BEC
1726
Blue Edge Capital
Virginia
$354K
SHA
1727
Seneca House Advisors
Virginia
$353K
JIP
1728
Jaffetilchin Investment Partners
Florida
$353K +$328K +4,314 New
BWM
1729
Birchcreek Wealth Management
Ohio
$352K +$7.22K +95 +2%
WCAMG
1730
Woodard & Company Asset Management Group
North Carolina
$351K
SA
1731
Syntax Advisors
New York
$351K -$38K -500 -10%
VCG
1732
Vantage Consulting Group
Virginia
$351K -$38K -500 -10%
RB
1733
Renasant Bank
Mississippi
$350K -$14.1K -186 -4%
EWM
1734
Evermay Wealth Management
Virginia
$350K -$125K -1,640 -28%
SGA
1735
Seaport Global Advisors
Massachusetts
$349K +$158K +2,078 +95%
LAM
1736
LifePro Asset Management
California
$348K -$4.86K -64 -1%
Flossbach Von Storch
1737
Flossbach Von Storch
Germany
$347K
WWM
1738
Windsor Wealth Management
Indiana
$347K -$608 -8 -0.2%
CCFCSB
1739
Cape Cod Five Cents Savings Bank
Massachusetts
$347K +$1.9K +25 +0.6%
TWA
1740
TCI Wealth Advisors
Arizona
$347K +$120K +1,578 +59%
CAGAS
1741
Capital Advisory Group Advisory Services
Minnesota
$346K
CW
1742
CreativeOne Wealth
Kansas
$346K -$55.5K -730 -15%
RIS
1743
Retirement Income Solutions
Michigan
$346K
SFS
1744
Security Financial Services
Indiana
$346K +$30.9K +406 +11%
RIP
1745
RAM Investment Partners
Washington
$346K +$321K +4,228 New
KP
1746
Keel Point
Alabama
$345K +$321K +4,226 New
LWM
1747
LJI Wealth Management
Indiana
$345K +$321K +4,222 New
EAM
1748
Eukles Asset Management
Ohio
$345K -$2.34M -30,851 -88%
LPAM
1749
Lodestar Private Asset Management
California
$345K +$321K +4,219 New
SXL
1750
Summit X LLC
Missouri
$344K -$62.5K -823 -14%

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.