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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
GJCM
1851
Grand Jean Capital Management
California
$289K -$47.1K -620 -15%
CGFA
1852
Colton Groome Financial Advisors
North Carolina
$289K
FVWA
1853
Foster Victor Wealth Advisors
South Carolina
$288K
LAM
1854
L2 Asset Management
Massachusetts
$288K +$268K +3,521 New
PH
1855
Pinnacle Holdings
Oklahoma
$287K -$3.42K -45 -1%
BHA
1856
Beech Hill Advisors
New York
$286K
EGA
1857
Eagle Global Advisors
Texas
$286K
CB
1858
Community Bank
New York
$286K +$55.8K +734 +27%
CFS
1859
CRA Financial Services
New Jersey
$286K +$266K +3,500 New
PWMG
1860
Pinnacle Wealth Management Group
Michigan
$286K
LRIA
1861
Leonard Rickey Investment Advisors
Washington
$286K +$266K +3,497 New
MAWA
1862
Moss Adams Wealth Advisors
Washington
$286K +$266K +3,497 New
RIA
1863
Realta Investment Advisors
Delaware
$286K +$10.4K +137 +4%
WCA
1864
Waypoint Capital Advisors
Minnesota
$285K -$1.98K -26 -0.7%
ACA
1865
Anchor Capital Advisors
Massachusetts
$284K
MWM
1866
Merriman Wealth Management
Washington
$283K +$1.9K +25 +0.7%
MKA
1867
M. Kulyk & Associates
Georgia
$283K
EA
1868
Eclectic Associates
California
$283K
AWM
1869
Aries Wealth Management
Maine
$282K
RHP
1870
Royal Harbor Partners
Texas
$282K
WA
1871
Wealth Architects
California
$282K +$10.2K +134 +4%
BPCE
1872
Bank Pictet & Cie (Europe)
Germany
$281K
WCM
1873
Windsor Capital Management
Arizona
$280K +$380 +5 +0.1%
WGAM
1874
Wilkinson Global Asset Management
New York
$280K
FCFC
1875
First Citizens Financial Corp
Iowa
$278K +$258K +3,400 New

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.