ORCL icon

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 %
PP
1801
Patron Partners
Texas
$313K – – –
HWM
1802
Horizon Wealth Management
Illinois
$313K -$6.29K -77 -2%
SFG
1803
Summit Financial Group
West Virginia
$313K – – –
CFCI
1804
Comprehensive Financial Consultants Institutional
Indiana
$311K -$8.61K -97 -3%
CM
1805
Columbus Macro
Pennsylvania
$309K -$6.05K -74 -2%
BA
1806
Ballast Advisors
Minnesota
$308K – – –
RRA
1807
Round Rock Advisors
Connecticut
$306K – – –
T
1808
TCWP
Ohio
$306K -$39.9K -493 -12%
PCS
1809
Personal CFO Solutions
New Jersey
$306K -$375K -4,587 -55%
SW
1810
SteelPeak Wealth
California
$306K -$385K -4,707 -56%
FOA
1811
Five Oceans Advisors
California
$305K -$5.48K -67 -2%
FMP
1812
Financial Management Professionals
Texas
$305K +$2.37K +29 +0.8%
RFA
1813
Resurgent Financial Advisors
Georgia
$303K -$4.9K -60 -2%
WDA
1814
Wendell David Associates
New Hampshire
$303K – – –
EGA
1815
E&G Advisors
Texas
$302K – – –
MCM
1816
Marathon Capital Management
Maryland
$302K – – –
RBC
1817
Roble Belko & Company
Pennsylvania
$302K – – –
AIM
1818
Aspen Investment Management
Michigan
$301K -$102K -1,250 -25%
WFI
1819
West Family Investments
California
$300K +$300K +3,674 New
AFAS
1820
Acorn Financial Advisory Services
Virginia
$300K +$16.6K +203 +6%
TWM
1821
TriaGen Wealth Management
California
$299K +$3.52K +43 +1%
VV
1822
Verity & Verity
South Carolina
$299K -$210K -2,573 -41%
BHPW
1823
Beverly Hills Private Wealth
California
$299K +$299K +3,657 New
OCPWS
1824
One Charles Private Wealth Services
Massachusetts
$299K -$409 -5 -0.1%
BO
1825
Bank OZK
Arkansas
$297K -$10.2K -125 -3%
71 72
73
74 75