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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1826
Roble Belko & Company
Pennsylvania
$302K
AIM
1827
Aspen Investment Management
Michigan
$301K -$95K -1,250 -25%
WFI
1828
West Family Investments
California
$300K +$279K +3,674 New
AFAS
1829
Acorn Financial Advisory Services
Virginia
$300K +$15.4K +203 +6%
TWM
1830
TriaGen Wealth Management
California
$299K +$3.27K +43 +1%
VV
1831
Verity & Verity
South Carolina
$299K -$196K -2,573 -41%
BHPW
1832
Beverly Hills Private Wealth
California
$299K +$278K +3,657 New
OCPWS
1833
One Charles Private Wealth Services
Massachusetts
$299K -$380 -5 -0.1%
BO
1834
Bank OZK
Arkansas
$297K -$9.5K -125 -3%
TAM
1835
Townsend Asset Management
North Carolina
$297K -$27.3K -359 -9%
GAM
1836
Gould Asset Management
California
$297K
LDFR
1837
Lehman & Derafelo Financial Resources
Pennsylvania
$296K -$7.6K -100 -3%
BEW
1838
Burton Enright Welch
California
$296K +$275K +3,623 New
NFP
1839
Narus Financial Partners
Utah
$296K
RFG
1840
Range Financial Group
Oregon
$295K +$1.44K +19 +0.5%
KWM
1841
Keebeck Wealth Management
Illinois
$294K +$274K +3,602 New
CWM
1842
Concentrum Wealth Management
California
$294K
IIM
1843
Intact Investment Management
Quebec, Canada
$294K -$319K -4,200 -54%
MFT
1844
Moisand Fitzgerald Tamayo
Florida
$294K +$7.98K +105 +3%
HPM
1845
Hoxton Planning & Management
West Virginia
$293K +$273K +3,589 New
FAIM
1846
Financial Advocates Investment Management
Washington
$293K -$152 -2 -0.1%
KWM
1847
Kolinsky Wealth Management
New Jersey
$293K -$39.6K -521 -13%
HW
1848
Hamilton Wealth
California
$293K +$2.74K +36 +1%
MMHP
1849
Murphy Middleton Hinkle & Parker
Georgia
$291K
KIM
1850
Karpus Investment Management
New York
$290K

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.