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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
SFG
1776
Summit Financial Group
West Virginia
$234K
FFG
1777
Frisch Financial Group
New York
$234K +$1.02K +14 +0.4%
QFA
1778
Quantum Financial Advisors
California
$233K
CAC
1779
Core Alternative Capital
Georgia
$233K +$4.61K +63 +2%
SFS
1780
Security Financial Services
Indiana
$233K +$22.1K +302 +9%
FOA
1781
Five Oceans Advisors
California
$232K
CWA
1782
Clarity Wealth Advisors
California
$231K -$2.56K -35 -0.9%
BO
1783
Bank OZK
Arkansas
$230K -$4.98K -68 -2%
BA
1784
Ballast Advisors
Minnesota
$230K
RFA
1785
Resurgent Financial Advisors
Georgia
$230K +$28.6K +391 +12%
RRA
1786
Round Rock Advisors
Connecticut
$229K
BA
1787
Bridgewater Associates
Connecticut
$228K -$12.9M -176,006 -98%
LDFR
1788
Lehman & Derafelo Financial Resources
Pennsylvania
$228K -$51.2K -700 -16%
BEI
1789
Benjamin Edwards Inc
Missouri
$228K -$3.95K -54 -1%
CNC
1790
Citizens & Northern Corp
Pennsylvania
$227K
WDA
1791
Wendell David Associates
New Hampshire
$226K -$22.7K -310 -8%
EGA
1792
E&G Advisors
Texas
$226K -$732 -10 -0.3%
MCM
1793
Marathon Capital Management
Maryland
$226K
RBC
1794
Roble Belko & Company
Pennsylvania
$226K
FMP
1795
Financial Management Professionals
Texas
$226K +$122K +1,673 +82%
JCM
1796
Janney Capital Management
Pennsylvania
$226K +$271K +3,707 New
JCM
1797
Jag Capital Management
Missouri
$224K -$7.17K -98 -3%
OCPWS
1798
One Charles Private Wealth Services
Massachusetts
$223K -$1.39K -19 -0.5%
GAM
1799
Gould Asset Management
California
$222K -$6.59K -90 -2%
TWM
1800
TriaGen Wealth Management
California
$221K

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.