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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1751
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$245K
FWM
1752
Focused Wealth Management
New York
$245K +$220 +3 +0.1%
BFA
1753
Brendel Financial Advisors
New Hampshire
$244K -$53.3K -728 -15%
SFP
1754
Shepherd Financial Partners
Massachusetts
$244K -$31K -424 -10%
TAM
1755
Townsend Asset Management
North Carolina
$244K -$5.05K -69 -2%
BB
1756
Bell Bank
North Dakota
$244K -$4.76K -65 -2%
GRQ
1757
Gardner Russo & Quinn
Pennsylvania
$244K
SCG
1758
Sonata Capital Group
Washington
$244K
BMM
1759
Buffington Mohr McNeal
Idaho
$243K
CFCI
1760
Comprehensive Financial Consultants Institutional
Indiana
$241K +$7.1K +97 +3%
BWM
1761
BerganKDV Wealth Management
Minnesota
$240K -$805 -11 -0.3%
FIBT
1762
First International Bank & Trust
North Dakota
$240K -$512 -7 -0.2%
DWM
1763
Defined Wealth Management
Oregon
$240K
VWM
1764
Vigilare Wealth Management
Arizona
$240K +$512 +7 +0.2%
HWM
1765
Horizon Wealth Management
Illinois
$239K -$220K -3,009 -44%
CWS
1766
Cypress Wealth Services
California
$239K -$143K -1,948 -34%
P
1767
&Partners
Tennessee
$239K
FP
1768
Financial Perspectives
Minnesota
$237K
SB
1769
Strategic Blueprint
Georgia
$237K +$4.39K +60 +2%
DCM
1770
DGS Capital Management
New Jersey
$236K -$47.6K -650 -14%
GA
1771
Greenspring Advisors
Maryland
$236K -$9.22K -126 -3%
DCM
1772
Dupont Capital Management
Delaware
$235K -$89.1K -1,217 -24%
CM
1773
Columbus Macro
Pennsylvania
$235K -$8.42K -115 -3%
DCM
1774
Donaldson Capital Management
Indiana
$235K +$282K +3,849 New
PP
1775
Patron Partners
Texas
$234K

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.