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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1851
IMS Capital Management
Oregon
$204K
KCM
1852
Kendall Capital Management
Maryland
$203K -$9.15K -125 -4%
HI
1853
Hudock Inc
Pennsylvania
$203K +$439 +6 +0.2%
CWA
1854
CJM Wealth Advisers
Virginia
$203K
BI
1855
Berkeley Inc
Idaho
$203K
WA
1856
Wealth Architects
California
$202K -$104K -1,420 -30%
PG
1857
Patten Group
Tennessee
$202K
SRC
1858
Shufro Rose & Co
New York
$202K
WDG
1859
Wealth Dimensions Group
Ohio
$202K
WIC
1860
Wilkins Investment Counsel
Massachusetts
$202K
JWA
1861
JFS Wealth Advisors
Pennsylvania
$201K
SWA
1862
Sax Wealth Advisors
New Jersey
$201K
B
1863
Bridgeworth
Alabama
$201K +$220 +3 +0.1%
GWM
1864
GDS Wealth Management
Texas
$201K +$17.8K +243 +8%
MWA
1865
Meridian Wealth Advisors
Texas
$201K +$241K +3,285 New
AWM
1866
Alterna Wealth Management
Texas
$201K +$241K +3,289 New
OWM
1867
Opes Wealth Management
California
$200K -$25.3K -346 -10%
WSC
1868
Wellington Shields & Co
New York
$199K
FF
1869
FourThought Financial
Florida
$193K -$1.39K -19 -0.6%
AIC
1870
Archer Investment Corporation
Indiana
$189K
C
1871
Covestor
United Kingdom
$188K +$75.8K +1,035 +51%
GEA
1872
Glen Eagle Advisors
New Jersey
$188K -$31K -424 -12%
BCP
1873
Blue Chip Partners
Michigan
$184K +$4.69K +64 +2%
CHA
1874
Carmichael Hill & Associates
Maryland
$184K +$18.3K +250 +9%
MCM
1875
MV Capital Management
Maryland
$182K +$16.8K +230 +8%

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.