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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
EARNEST Partners
1976
EARNEST Partners
Georgia
$51K
MWM
1977
Mascoma Wealth Management
New Hampshire
$51K
CWC
1978
Carolinas Wealth Consulting
North Carolina
$50K +$2.2K +30 +0.2%
SCA
1979
Stuart Chaussee & Associates
California
$49K
TLCM
1980
Twin Lakes Capital Management
California
$49K
HWMA
1981
Heritage Wealth Management (Arizona)
Arizona
$49K +$6.59K +90 +13%
CTB
1982
Country Trust Bank
Illinois
$48K -$293 -4 -0.5%
KLWA
1983
Kelly Lawrence W & Associates
California
$47K
CWAF
1984
Core Wealth Advisors (Florida)
Florida
$46K
RA
1985
Rise Advisors
New York
$46K +$146 +2 +0.3%
Q
1986
QVR
California
$46K +$49.6K +678 +904%
DAC
1987
Dividend Assets Capital
South Carolina
$43K -$11.9K -162 -19%
HS
1988
Horan Securities
United States
$43K +$146 +2 +0.3%
TCWA
1989
Ten Capital Wealth Advisors
Washington
$40K +$3.37K +46 +8%
DFCM
1990
Dark Forest Capital Management
Puerto Rico
$40K +$47.7K +652 New
CWM
1991
Cedar Wealth Management
California
$39K -$4.69K -64 -9%
TIM
1992
Tortoise Investment Management
New York
$39K +$7.61K +104 +20%
ONST
1993
Old North State Trust
North Carolina
$39K +$47.1K +644 New
GCM
1994
Gables Capital Management
Florida
$37K
OIS
1995
Okabena Investment Services
Minnesota
$37K
ARS
1996
Adirondack Retirement Specialists
New York
$37K +$43.9K +600 New
DWA
1997
Delos Wealth Advisors
Texas
$36K
OLVIG
1998
Oliver Lagore Vanvalin Investment Group
Michigan
$33K -$11.4K -156 -22%
TAIM
1999
TD Ameritrade Investment Management
Nebraska
$32K +$3K +41 +9%
SIC
2000
SJS Investment Consulting
Ohio
$32K +$38.3K +523 New

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.