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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
RWM
1901
RKL Wealth Management
Pennsylvania
$267K +$248K +3,264 New
SRC
1902
Shufro Rose & Co
New York
$266K -$4.18K -55 -2%
OWM
1903
Opes Wealth Management
California
$266K -$1.75K -23 -0.7%
HIC
1904
Hartline Investment Corp
Illinois
$266K -$435K -5,727 -64%
GWM
1905
GDS Wealth Management
Texas
$266K -$3.5K -46 -1%
SAM
1906
Summit Asset Management
Tennessee
$265K +$246K +3,242 New
AMBIA
1907
Allen Mooney & Barnes Investment Advisors
Georgia
$265K +$246K +3,240 New
MC
1908
Montag & Caldwell
Georgia
$265K +$246K +3,239 New
I
1909
INVST
Indiana
$265K +$227K +2,993 New
IA
1910
Insight Advisors
Pennsylvania
$265K +$242K +3,184 New
B
1911
Bellecapital
Switzerland
$264K +$246K +3,234 New
KC
1912
Kingfisher Capital
North Carolina
$264K -$232K -3,054 -49%
SAM
1913
Secure Asset Management
Michigan
$264K +$245K +3,226 New
FFP
1914
FourThought Financial Partners
Florida
$264K +$245K +3,223 New
FCP
1915
Fidelis Capital Partners
Florida
$263K +$231K +3,041 New
KL
1916
KilterHowling LLC
Colorado
$263K +$244K +3,215 New
JBA
1917
Johnson Bixby & Associates
Washington
$261K +$243K +3,198 New
FZCM
1918
Flynn Zito Capital Management
New York
$261K +$243K +3,198 New
CWA
1919
Canvas Wealth Advisors
Kansas
$261K +$229K +3,014 New
SEP
1920
Southland Equity Partners
Missouri
$261K +$243K +3,197 New
PG
1921
Patten Group
Tennessee
$261K
CWG
1922
Cornerstone Wealth Group
North Carolina
$261K -$385K -5,062 -61%
CCM
1923
Carlson Capital Management
Minnesota
$259K +$241K +3,174 New
B
1924
Bridgeworth
Alabama
$259K -$9.27K -122 -4%
GSIS
1925
Global Strategic Investment Solutions
Arizona
$259K -$33.1K -436 -12%

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.