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Oracle

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
Name Holding Trade Value Shares
Change
Shares
Change %
WDA
1826
Wendell David Associates
New Hampshire
$344K
RBC
1827
Roble Belko & Company
Pennsylvania
$344K
EGA
1828
E&G Advisors
Texas
$344K
MCM
1829
Marathon Capital Management
Maryland
$344K
WHG
1830
Westwood Holdings Group
Texas
$343K -$2.46M -26,474 -88%
LAM
1831
L2 Asset Management
Massachusetts
$342K +$14.7K +158 +4%
VCM
1832
Versant Capital Management
Arizona
$340K +$161K +1,736 +90%
TAM
1833
Townsend Asset Management
North Carolina
$340K +$1.95K +21 +0.6%
OCPWS
1834
One Charles Private Wealth Services
Massachusetts
$340K +$186 +2 +0.1%
GAM
1835
Gould Asset Management
California
$338K
MCM
1836
Monarch Capital Management
Indiana
$338K -$37.2K -400 -10%
FI
1837
Financial Insights
Washington
$337K -$95.7K -1,030 -22%
TWM
1838
TriaGen Wealth Management
California
$336K -$4K -43 -1%
MIA
1839
MainStreet Investment Advisors
Illinois
$336K -$36.8K -396 -10%
FMP
1840
Financial Management Professionals
Texas
$335K -$12.7K -136 -4%
CWM
1841
Concentrum Wealth Management
California
$335K
MFT
1842
Moisand Fitzgerald Tamayo
Florida
$334K
VV
1843
Verity & Verity
South Carolina
$334K -$6.32K -68 -2%
MCM
1844
MV Capital Management
Maryland
$332K +$67.2K +723 +25%
HPM
1845
Hoxton Planning & Management
West Virginia
$332K -$1.67K -18 -0.5%
AFAS
1846
Acorn Financial Advisory Services
Virginia
$331K -$9.85K -106 -3%
MMHP
1847
Murphy Middleton Hinkle & Parker
Georgia
$331K
PH
1848
Pinnacle Holdings
Oklahoma
$331K +$3.81K +41 +1%
FAIM
1849
Financial Advocates Investment Management
Washington
$330K -$3.16K -34 -0.9%
KIM
1850
Karpus Investment Management
New York
$330K