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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1776
Security Financial Services
Indiana
$527K +$4.05K +34 +0.8%
MMM
1777
Mendel Money Management
Illinois
$527K – – –
BI
1778
Ballast Inc
Kentucky
$527K – – –
JWBC
1779
John W. Bristol & Co
New York
$525K – – –
MGAM
1780
McGowan Group Asset Management
Texas
$525K +$119 +1 +0%
HWA
1781
Heartwood Wealth Advisors
Virginia
$523K – – –
AWM
1782
Aberdeen Wealth Management
Illinois
$523K -$25K -210 -5%
RSWM
1783
Robertson Stephens Wealth Management
California
$523K -$87.3K -733 -14%
SHA
1784
Seneca House Advisors
Virginia
$522K +$9.53K +80 +2%
CMTU
1785
Capital Markets Trading (UK)
United Kingdom
$522K +$522K +4,383 New
GWAG
1786
Garrett Wealth Advisory Group
Texas
$520K +$40.4K +339 +8%
ECM
1787
Estabrook Capital Management
New York
$520K – – –
WCAMG
1788
Woodard & Company Asset Management Group
North Carolina
$519K +$7.03K +59 +1%
TCOK
1789
Trust Company of Kansas
Kansas
$518K -$29.8K -250 -5%
MHR
1790
Matthew Hamilton Rosenberg
$518K +$119 +1 +0%
LAM
1791
LifePro Asset Management
California
$516K +$8.46K +71 +2%
BEC
1792
Blue Edge Capital
Virginia
$516K – – –
NCM
1793
Narwhal Capital Management
Georgia
$516K +$8.46K +71 +2%
BWM
1794
Birchcreek Wealth Management
Ohio
$515K -$81.2K -682 -14%
BWM
1795
Buckley Wealth Management
Nevada
$515K -$6.12M -51,354 -92%
VIM
1796
Vista Investment Management
Pennsylvania
$514K -$68.6K -576 -12%
RIS
1797
Retirement Income Solutions
Michigan
$512K +$8.34K +70 +2%
KWM
1798
Kaydan Wealth Management
Michigan
$511K – – –
HFG
1799
Heron Financial Group
New York
$511K -$19.1K -160 -4%
RTL
1800
Red Tortoise LLC
Georgia
$510K -$476 -4 -0.1%
70 71
72
73 74