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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 %
LWM
1901
Laidlaw Wealth Management
New York
$436K +$39.3K +330 +10%
TAM
1902
Townsend Asset Management
North Carolina
$436K – – –
OCPWS
1903
One Charles Private Wealth Services
Massachusetts
$436K +$119 +1 +0%
CCG
1904
Capital CS Group
California
$434K +$434K +3,647 New
SIS
1905
Sound Income Strategies
Florida
$434K -$11.8K -99 -3%
GAM
1906
Gould Asset Management
California
$433K – – –
C
1907
Certuity
Florida
$432K +$14.5K +122 +3%
TWM
1908
TriaGen Wealth Management
California
$431K – – –
AWM
1909
AllSquare Wealth Management
New York
$431K – – –
FAIM
1910
Financial Advocates Investment Management
Washington
$430K +$6.43K +54 +2%
GRQ
1911
Gardner Russo & Quinn
Pennsylvania
$429K -$47K -395 -10%
ZB
1912
Zions Bancorporation
Utah
$428K -$171K -1,440 -29%
MFT
1913
Moisand Fitzgerald Tamayo
Florida
$428K – – –
FMP
1914
Financial Management Professionals
Texas
$428K -$476 -4 -0.1%
PWP
1915
Perfromance Wealth Partners
Illinois
$427K -$6.15K -53 -1%
WHG
1916
Westwood Holdings Group
Texas
$427K -$12K -101 -3%
VA
1917
Valmark Advisers
Ohio
$427K +$31.3K +263 +8%
CA
1918
CGN Advisors
Kansas
$426K -$23.2K -195 -5%
PA
1919
Probity Advisors
Texas
$426K +$426K +3,577 New
MMHP
1920
Murphy Middleton Hinkle & Parker
Georgia
$424K – – –
KIM
1921
Karpus Investment Management
New York
$423K – – –
WCA
1922
Waypoint Capital Advisors
Minnesota
$422K +$6.79K +57 +2%
GWANC
1923
Guardian Wealth Advisors (North Carolina)
North Carolina
$422K +$49.2K +413 +13%
HIP
1924
HUB Investment Partners
Texas
$421K +$67.2K +564 +19%
HIMC
1925
Heritage Investors Management Corp
Maryland
$421K -$75.1K -630 -15%
75 76
77
78 79