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Oracle
ORCL

Overview Fund Activity

2,338 hedge funds and large institutions have $108B invested in Oracle in 2023 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 837 increasing their positions, 935 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,338
Holders Change
+50
Holders Change %
+2.19%
% of All Funds
37.42%
Holding in Top 10
98
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+46.27%
% of All Funds
1.57%
New
191
Increased
837
Reduced
935
Closed
91
Calls
$1.86B
Puts
$1.53B
Net Calls
+$330M
Net Calls Change
+$262M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$481M
2
Capital World Investors
Capital World Investors
California
+$382M
3
Goldman Sachs
Goldman Sachs
New York
+$369M
4
PI
Putnam Investments
Massachusetts
+$340M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$246M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$535M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$302M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$299M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$182M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWAG
1776
Garrett Wealth Advisory Group
Texas
$374K +$186 +2 +0%
GFG
1777
Goldstone Financial Group
Illinois
$373K +$373K +4,017 New
EAM
1778
Eukles Asset Management
Ohio
$373K -$18.8K -202 -5%
FWM
1779
Focused Wealth Management
New York
$373K +$279 +3 +0.1%
CWM
1780
Cornerstone Wealth Management
Missouri
$373K +$373K +4,010 New
DCM
1781
DGS Capital Management
New Jersey
$372K +$1.39K +15 +0.4%
SCG
1782
Sonata Capital Group
Washington
$372K – – –
GRQ
1783
Gardner Russo & Quinn
Pennsylvania
$372K – – –
WFI
1784
West Family Investments
California
$372K +$30.2K +325 +9%
AAM
1785
Aureus Asset Management
Massachusetts
$370K – – –
BMM
1786
Buffington Mohr McNeal
Idaho
$370K – – –
HFRG
1787
Houlihan Financial Resource Group
Virginia
$369K +$3.72K +40 +1%
IFA
1788
Index Fund Advisors
California
$369K -$650 -7 -0.2%
BWM
1789
BerganKDV Wealth Management
Minnesota
$368K – – –
BA
1790
Ballast Advisors
Minnesota
$368K +$18K +194 +5%
HFA
1791
High Falls Advisors
New York
$368K -$18.6K -200 -5%
CFP
1792
Catalyst Financial Partners
Massachusetts
$366K +$61.9K +666 +20%
VWM
1793
Vigilare Wealth Management
Arizona
$366K +$557 +6 +0.2%
FIBT
1794
First International Bank & Trust
North Dakota
$366K – – –
DWM
1795
Defined Wealth Management
Oregon
$365K – – –
IPW
1796
Invictus Private Wealth
Colorado
$362K -$4.18K -45 -1%
FP
1797
Financial Perspectives
Minnesota
$361K – – –
CH
1798
Canton Hathaway
Rhode Island
$361K +$92.9K +1,000 +35%
PCS
1799
Personal CFO Solutions
New Jersey
$361K +$13.5K +145 +4%
WWP
1800
Waypoint Wealth Partners
California
$360K -$23.2K -250 -6%
70 71
72
73 74