ORCL icon

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 %
CWA
1876
CJM Wealth Advisers
Virginia
$272K – – –
LWM
1877
Laidlaw Wealth Management
New York
$271K +$271K +3,320 New
WIC
1878
Wilkins Investment Counsel
Massachusetts
$270K – – –
GCM
1879
Gallacher Capital Management
Colorado
$270K +$270K +3,301 New
MWP
1880
Madison Wealth Partners
Wisconsin
$270K +$270K +3,300 New
RZH
1881
Relyea Zuckerberg Hanson
Connecticut
$269K +$269K +3,295 New
AWM
1882
Alterna Wealth Management
Texas
$269K – – –
FWM
1883
Forza Wealth Management
Florida
$269K +$269K +3,287 New
MWA
1884
Meridian Wealth Advisors
Texas
$269K – – –
CFP
1885
Catalyst Financial Partners
Massachusetts
$268K +$268K +3,278 New
MF
1886
Montis Financial
Massachusetts
$268K +$268K +3,273 New
WDG
1887
Wealth Dimensions Group
Ohio
$267K -$3.35K -41 -1%
UL
1888
Unionview LLC
Washington
$267K +$267K +3,268 New
ME
1889
McIlrath & Eck
Washington
$267K -$8.17K -100 -3%
RWM
1890
RKL Wealth Management
Pennsylvania
$267K +$267K +3,264 New
SRC
1891
Shufro Rose & Co
New York
$266K -$4.5K -55 -2%
OWM
1892
Opes Wealth Management
California
$266K -$1.88K -23 -0.7%
HIC
1893
Hartline Investment Corp
Illinois
$266K -$468K -5,727 -64%
GWM
1894
GDS Wealth Management
Texas
$266K -$3.76K -46 -1%
SAM
1895
Summit Asset Management
Tennessee
$265K +$265K +3,242 New
AMBIA
1896
Allen Mooney & Barnes Investment Advisors
Georgia
$265K +$265K +3,240 New
MC
1897
Montag & Caldwell
Georgia
$265K +$265K +3,239 New
I
1898
INVST
Indiana
$265K +$265K +2,993 New
IA
1899
Insight Advisors
Pennsylvania
$265K +$265K +3,184 New
B
1900
Bellecapital
Switzerland
$264K +$264K +3,234 New
74 75
76
77 78