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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 %
GJCM
1926
Grand Jean Capital Management
California
$420K – – –
MKA
1927
M. Kulyk & Associates
Georgia
$420K – – –
WA
1928
Wealth Architects
California
$420K +$8.34K +70 +2%
IDA
1929
Intelligence Driven Advisers
California
$417K +$33.5K +290 +9%
CFCI
1930
Comprehensive Financial Consultants Institutional
Indiana
$417K – – –
BHA
1931
Beech Hill Advisors
New York
$417K – – –
RZH
1932
Relyea Zuckerberg Hanson
Connecticut
$416K +$12.3K +103 +3%
PWMG
1933
Pinnacle Wealth Management Group
Michigan
$416K – – –
MCM
1934
Monarch Capital Management
Indiana
$415K -$17.9K -150 -4%
ACA
1935
Anchor Capital Advisors
Massachusetts
$414K – – –
EA
1936
Eclectic Associates
California
$413K – – –
MIA
1937
MainStreet Investment Advisors
Illinois
$413K -$17.7K -149 -4%
LCM
1938
Lazari Capital Management
California
$413K +$413K +3,465 New
VWM
1939
Vigilare Wealth Management
Arizona
$411K -$58.7K -493 -13%
CWM
1940
Concentrum Wealth Management
California
$410K -$18.5K -155 -4%
WCM
1941
Windsor Capital Management
Arizona
$409K +$595 +5 +0.1%
VV
1942
Verity & Verity
South Carolina
$409K -$18.5K -155 -4%
CS
1943
Comerica Securities
Michigan
$408K +$408K +3,430 New
WGAM
1944
Wilkinson Global Asset Management
New York
$407K – – –
WWM
1945
Western Wealth Management
Colorado
$407K +$71.1K +597 +21%
PHAM
1946
Palisades Hudson Asset Management
Florida
$407K – – –
VC
1947
Veracity Capital
Georgia
$407K +$407K +3,416 New
MWM
1948
Merriman Wealth Management
Washington
$404K -$4.88K -41 -1%
LRIA
1949
Leonard Rickey Investment Advisors
Washington
$403K -$54.3K -456 -12%
PPC
1950
Park Place Capital
Alabama
$401K -$21.1K -177 -5%
76 77
78
79 80