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Oracle
ORCL

Overview Fund Activity

2,288 hedge funds and large institutions have $93.8B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 744 increasing their positions, 901 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,288
Holders Change
+192
Holders Change %
+9.16%
% of All Funds
36.92%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
318
Increased
744
Reduced
901
Closed
87
Calls
$1.85B
Puts
$1.78B
Net Calls
+$68.2M
Net Calls Change
-$175M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$735M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$672M
3
Harris Associates
Harris Associates
Illinois
+$374M
4
Capital World Investors
Capital World Investors
California
+$333M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$268M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$426M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$257M
3
LSV Asset Management
LSV Asset Management
Illinois
-$214M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
1751
Parkside Advisors
California
$340K – – –
HFA
1752
High Falls Advisors
New York
$340K -$48.8K -597 -13%
SDWMA
1753
Schneider Downs Wealth Management Advisors
Pennsylvania
$338K -$184K -2,251 -35%
TWM
1754
Tradition Wealth Management
Minnesota
$338K +$1.31K +16 +0.4%
WWP
1755
Waypoint Wealth Partners
California
$337K +$5.31K +65 +2%
PHAM
1756
Palisades Hudson Asset Management
Florida
$337K +$489 +6 +0.1%
CCA
1757
Column Capital Advisors
Indiana
$337K +$82 +1 +0%
S
1758
SimplyRich
California
$336K – – –
AWM
1759
AllSquare Wealth Management
New York
$335K +$40.9K +500 +14%
WI
1760
Wedgewood Investors
Pennsylvania
$334K – – –
PA
1761
Probity Advisors
Texas
$333K -$20.5K -251 -6%
HWMG
1762
Hurlow Wealth Management Group
Indiana
$333K +$4.09K +50 +1%
GAM
1763
GEM Asset Management
Michigan
$332K +$332K +4,066 New
HFRG
1764
Houlihan Financial Resource Group
Virginia
$332K +$85 +1 +0%
HNW
1765
High Note Wealth
Minnesota
$332K +$654 +8 +0.2%
FFC
1766
First Financial Corp
Indiana
$330K – – –
MCM
1767
Monarch Capital Management
Indiana
$330K – – –
GWAG
1768
Garrett Wealth Advisory Group
Texas
$329K +$164 +2 +0%
CIAS
1769
CFS Investment Advisory Services
New Jersey
$329K -$12.7M -156,036 -97%
MIA
1770
MainStreet Investment Advisors
Illinois
$328K -$43.5K -532 -12%
FWM
1771
Focused Wealth Management
New York
$328K +$245 +3 +0.1%
SB
1772
Sunflower Bank
Texas
$327K -$84.4K -1,032 -21%
SCG
1773
Sonata Capital Group
Washington
$327K – – –
CPIA
1774
Cornell Pochily Investment Advisors
New York
$327K -$12.3K -150 -4%
GRQ
1775
Gardner Russo & Quinn
Pennsylvania
$327K – – –
69 70
71
72 73