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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1926
Pacific Center for Financial Services
California
$109K -$879 -12 -0.7%
KFP
1927
KB Financial Partners
New Jersey
$107K -$3.29K -45 -3%
WWMSC
1928
Wagner Wealth Management (South Carolina)
South Carolina
$106K -$17.6K -241 -12%
TH
1929
TCTC Holdings
Texas
$105K
PAI
1930
Pittenger & Anderson Inc
Nebraska
$105K +$101K +1,375 +393%
Bank of Montreal
1931
Bank of Montreal
Ontario, Canada
$105K -$29.6M -404,404 -19%
TC
1932
Tacita Capital
Ontario, Canada
$104K -$13.5K -185 -10%
SWM
1933
Sugarloaf Wealth Management
Georgia
$103K
PFA
1934
Professional Financial Advisors
Nebraska
$101K +$512 +7 +0.4%
ODG
1935
O'Dell Group
Ohio
$98K -$1.83K -25 -2%
MRCM
1936
M&R Capital Management
New Jersey
$96K
PSB
1937
Piscataqua Savings Bank
New Hampshire
$93K
WIM
1938
Westside Investment Management
California
$92.5K +$146 +2 +0%
ACM
1939
AUA Capital Management
Pennsylvania
$92K
NOI
1940
Newton One Investments
Delaware
$92K
SIS
1941
Sound Income Strategies
Florida
$87K +$10K +137 +11%
CH
1942
Canton Hathaway
Rhode Island
$85K
RCG
1943
Rock Creek Group
District of Columbia
$84K +$62.9K +859 +167%
CWM
1944
Castle Wealth Management
Florida
$82K
SWM
1945
Stapp Wealth Management
Washington
$82K +$97.7K +1,335 New
SN
1946
Sittner & Nelson
Oregon
$81K -$26.6K -364 -22%
CFFP
1947
Center for Financial Planning
Michigan
$81K
SSC
1948
Syverson Strege & Co
Iowa
$80K +$439 +6 +0.5%
SFO
1949
Standard Family Office
South Dakota
$79K
WSCM
1950
Wellington Shields Capital Management
New York
$79K

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.