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Oracle
ORCL

Overview Fund Activity

2,257 hedge funds and large institutions have $92.4B invested in Oracle in 2022 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 825 increasing their positions, 926 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
35.72%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.85%
New
129
Increased
825
Reduced
926
Closed
138
Calls
$1.63B
Puts
$1.31B
Net Calls
+$312M
Net Calls Change
+$416M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$433M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$407M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$336M
4
Holocene Advisors
Holocene Advisors
New York
+$290M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$270M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.21B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$533M
3
State Street
State Street
Massachusetts
-$291M
4
Morgan Stanley
Morgan Stanley
New York
-$285M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
1926
Stratos Investment Management
Ohio
$250K +$496 +6 +0.2%
6F
1927
626 Financial
Michigan
$250K +$6.7K +81 +3%
NWM
1928
NEIRG Wealth Management
Massachusetts
$249K +$248 +3 +0.1%
SB
1929
Strategic Blueprint
Georgia
$249K +$249K +3,015 New
AAM
1930
Autus Asset Management
Arizona
$248K -$106K -1,282 -30%
NEWAS
1931
N.E.W. Advisory Services
Wisconsin
$248K -$140 -2 -0.1%
AAM
1932
AR Asset Management
California
$248K – – –
PGA
1933
Portland Global Advisors
Maine
$248K – – –
VA
1934
Valmark Advisers
Ohio
$248K +$3.56K +43 +1%
CAC
1935
Core Alternative Capital
Georgia
$247K -$3.22M -38,949 -93%
PWAG
1936
Polaris Wealth Advisory Group
California
$246K -$12.4M -151,743 -98%
SAF
1937
Smith Anglin Financial
Texas
$246K -$101K -1,224 -29%
KFS
1938
Kelly Financial Services
Massachusetts
$246K +$165 +2 +0.1%
STB
1939
S&T Bank
Pennsylvania
$245K -$12.3K -149 -5%
MMHP
1940
Murphy Middleton Hinkle & Parker
Georgia
$245K – – –
TCWM
1941
Total Clarity Wealth Management
Illinois
$243K – – –
AWAG
1942
ARS Wealth Advisors Group
Florida
$242K -$13.2K -159 -5%
ICG
1943
InterOcean Capital Group
Tennessee
$241K +$2.4K +29 +1%
BCP
1944
Blue Chip Partners
Michigan
$240K -$148K -1,786 -38%
MGAM
1945
McGowan Group Asset Management
Texas
$240K +$166 +2 +0.1%
CCM
1946
Condor Capital Management
New Jersey
$239K -$36K -435 -13%
DWM
1947
Drive Wealth Management
Utah
$239K +$6.05K +73 +3%
PWM
1948
Prentice Wealth Management
New York
$238K – – –
AMR
1949
Asset Management Resources
Massachusetts
$238K +$7.53K +91 +3%
CBFP
1950
Cedar Brook Financial Partners
Ohio
$236K -$16.2K -195 -6%
76 77
78
79 80