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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 %
LWM
1951
Laidlaw Wealth Management
New York
$236K -$579 -7 -0.2%
PCA
1952
Peddock Capital Advisors
Massachusetts
$236K – – –
PCMK
1953
Paragon Capital Management (Kansas)
Kansas
$236K +$236K +2,847 New
KWM
1954
Keebeck Wealth Management
Illinois
$235K – – –
TPA
1955
Trivium Point Advisory
Connecticut
$234K -$25.1K -305 -10%
UL
1956
Unionview LLC
Washington
$234K -$14.4K -174 -6%
MFG
1957
Merit Financial Group
Georgia
$234K +$7.78K +94 +3%
IAIM
1958
International Assets Investment Management
Florida
$233K -$27.4K -331 -11%
OWA
1959
Opal Wealth Advisors
New York
$232K +$3.06K +37 +1%
WAM
1960
Werlinich Asset Management
Connecticut
$232K +$1.24K +15 +0.5%
PH
1961
Pinnacle Holdings
Oklahoma
$231K +$43.4K +525 +23%
CBA
1962
Coastal Bridge Advisors
Connecticut
$231K -$228K -2,755 -50%
RRCM
1963
Rappaport Reiches Capital Management
Illinois
$231K +$231K +2,792 New
SCM
1964
Silvant Capital Management
Georgia
$230K – – –
CHA
1965
Carmichael Hill & Associates
Maryland
$229K – – –
MCM
1966
MV Capital Management
Maryland
$229K +$39.2K +473 +21%
CWG
1967
Cornerstone Wealth Group
North Carolina
$228K -$32.2K -389 -12%
SWIM
1968
Smallwood Wealth Investment Management
New Jersey
$228K – – –
EA
1969
Emerald Advisors
Washington
$228K +$13.3K +161 +6%
IWP
1970
IAG Wealth Partners
Wisconsin
$228K +$228K +2,754 New
RRA
1971
Round Rock Advisors
Connecticut
$227K +$8.26K +100 +4%
FCBT
1972
First Citizens Bank & Trust
North Carolina
$226K -$6.78K -82 -3%
LWMG
1973
Levy Wealth Management Group
Pennsylvania
$226K +$20.6K +250 +10%
BCMO
1974
Buckingham Capital Management (Ohio)
Ohio
$224K – – –
MWA
1975
Meridian Wealth Advisors
Texas
$224K +$224K +2,710 New
77 78
79
80 81