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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1876
BerganKDV Wealth Management
Minnesota
$453K -$18.8K -158 -4%
MC
1877
Middleton & Co
Massachusetts
$450K -$65.5K -550 -13%
CFA
1878
Cahill Financial Advisors
Minnesota
$450K +$1.79K +15 +0.4%
PP
1879
Patron Partners
Texas
$448K -$4.88K -41 -1%
RIA
1880
Realta Investment Advisors
Delaware
$447K +$61.3K +515 +16%
HW
1881
Hamilton Wealth
California
$447K +$3.22K +27 +0.7%
CCM
1882
Carlson Capital Management
Minnesota
$446K +$66.9K +562 +18%
PH
1883
Pinnacle Holdings
Oklahoma
$444K +$20.6K +173 +5%
ICP
1884
Interchange Capital Partners
Pennsylvania
$443K -$486K -4,081 -52%
SIM
1885
Stratos Investment Management
Ohio
$442K +$715 +6 +0.2%
KWM
1886
Keebeck Wealth Management
Illinois
$442K – – –
WA
1887
Wambolt & Associates
Colorado
$442K -$38.4K -322 -8%
WDA
1888
Wendell David Associates
New Hampshire
$441K – – –
RBC
1889
Roble Belko & Company
Pennsylvania
$441K – – –
SFG
1890
Summit Financial Group
West Virginia
$441K -$5.96K -50 -1%
EGA
1891
E&G Advisors
Texas
$441K – – –
MCM
1892
Marathon Capital Management
Maryland
$441K – – –
SIM
1893
SSI Investment Management
California
$440K -$75.4K -633 -15%
PA
1894
Parkside Advisors
California
$440K -$55.4K -465 -11%
TCMP
1895
Thrive Capital Management (Pennsylvania)
Pennsylvania
$439K +$123K +1,034 +39%
IDBONY
1896
Israel Discount Bank of New York
New York
$438K -$117K -984 -21%
FI
1897
Financial Insights
Washington
$438K +$6.07K +51 +1%
VCM
1898
Versant Capital Management
Arizona
$437K +$476 +4 +0.1%
CAMV
1899
Concord Asset Management (Virginia)
Virginia
$436K +$15.2K +128 +4%
PRS
1900
Pinkerton Retirement Specialists
Idaho
$436K +$436K +3,662 New
74 75
76
77 78