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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 %
LRIA
1851
Leonard Rickey Investment Advisors
Washington
$286K +$286K +3,497 New
MAWA
1852
Moss Adams Wealth Advisors
Washington
$286K +$286K +3,497 New
RIA
1853
Realta Investment Advisors
Delaware
$286K +$11.2K +137 +4%
WCA
1854
Waypoint Capital Advisors
Minnesota
$285K -$2.13K -26 -0.7%
ACA
1855
Anchor Capital Advisors
Massachusetts
$284K – – –
MWM
1856
Merriman Wealth Management
Washington
$283K +$2.04K +25 +0.7%
MKA
1857
M. Kulyk & Associates
Georgia
$283K – – –
EA
1858
Eclectic Associates
California
$283K – – –
AWM
1859
Aries Wealth Management
Maine
$282K – – –
RHP
1860
Royal Harbor Partners
Texas
$282K – – –
WA
1861
Wealth Architects
California
$282K +$11K +134 +4%
BPCE
1862
Bank Pictet & Cie (Europe)
Germany
$281K – – –
WCM
1863
Windsor Capital Management
Arizona
$280K +$409 +5 +0.1%
WGAM
1864
Wilkinson Global Asset Management
New York
$280K – – –
FCFC
1865
First Citizens Financial Corp
Iowa
$278K +$278K +3,400 New
RAM
1866
Riggs Asset Management
Pennsylvania
$276K – – –
KF
1867
Krilogy Financial
Missouri
$276K -$8.01K -98 -3%
PWMG
1868
Provence Wealth Management Group
California
$275K +$275K +3,367 New
TCWM
1869
Total Clarity Wealth Management
Illinois
$275K +$275K +3,359 New
BWA
1870
Burt Wealth Advisors
Maryland
$274K – – –
CD
1871
Chapin Davis
Maryland
$274K +$274K +3,355 New
HI
1872
Hudock Inc
Pennsylvania
$273K +$572 +7 +0.2%
C
1873
Certuity
Florida
$273K -$97.7K -1,195 -26%
ICM
1874
IMS Capital Management
Oregon
$273K +$82 +1 +0%
WCF
1875
West Coast Financial
California
$272K -$10.3K -126 -4%
73 74
75
76 77