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Oracle
ORCL

Overview Fund Activity

2,288 hedge funds and large institutions have $93.8B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 744 increasing their positions, 901 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,288
Holders Change
+192
Holders Change %
+9.16%
% of All Funds
36.92%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
318
Increased
744
Reduced
901
Closed
87
Calls
$1.85B
Puts
$1.78B
Net Calls
+$68.2M
Net Calls Change
-$175M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$735M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$672M
3
Harris Associates
Harris Associates
Illinois
+$374M
4
Capital World Investors
Capital World Investors
California
+$333M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$268M

Top Sellers

1
First Eagle Investment Management
First Eagle Investment Management
New York
-$426M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$257M
3
LSV Asset Management
LSV Asset Management
Illinois
-$214M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$145M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1951
Beacon Financial Advisory
Ohio
$240K +$240K +2,939 New
GWANC
1952
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K +$240K +2,938 New
WCM
1953
Wedge Capital Management
North Carolina
$240K +$240K +2,939 New
TFF
1954
The Family Firm
Maryland
$239K +$239K +2,923 New
XS
1955
XR Securities
Illinois
$238K +$238K +2,916 New
SOW
1956
State of Wyoming
Wyoming
$238K +$31.1K +381 +15%
CBA
1957
Coastal Bridge Advisors
Connecticut
$237K +$237K +2,896 New
JWA
1958
JFS Wealth Advisors
Pennsylvania
$236K -$33.4K -409 -12%
CH
1959
Canton Hathaway
Rhode Island
$236K +$123K +1,500 +108%
CCM
1960
Condor Capital Management
New Jersey
$236K +$236K +2,886 New
SAF
1961
Smith Anglin Financial
Texas
$236K +$236K +2,885 New
CWM
1962
Centurion Wealth Management
Virginia
$235K +$235K +2,878 New
BI
1963
Berkeley Inc
Idaho
$235K -$36.8K -450 -14%
CHA
1964
Carmichael Hill & Associates
Maryland
$235K -$11.4K -140 -5%
RFA
1965
Register Financial Advisors
Georgia
$235K +$235K +2,873 New
WPWM
1966
Western Pacific Wealth Management
Illinois
$234K +$85.1K +1,041 +57%
PCA
1967
Peddock Capital Advisors
Massachusetts
$234K +$234K +2,857 New
OPA
1968
Old Port Advisors
Maine
$233K +$233K +2,855 New
MCM
1969
MV Capital Management
Maryland
$233K -$10.1K -123 -4%
MWA
1970
Monograph Wealth Advisors
California
$233K +$233K +2,853 New
PA
1971
Procyon Advisors
Connecticut
$233K +$233K +2,850 New
CA
1972
Carson Advisory
Georgia
$231K +$231K +2,829 New
FCG
1973
Financial Connections Group
California
$231K -$11.5K -141 -5%
KWS
1974
Keystone Wealth Services
California
$231K +$231K +2,822 New
FCCM
1975
First City Capital Management
Georgia
$231K +$231K +2,820 New
77 78
79
80 81