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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 %
LBWM
2001
Left Brain Wealth Management
Illinois
$223K +$223K +2,733 New
LWMG
2002
Levy Wealth Management Group
Pennsylvania
$222K +$222K +2,719 New
RF
2003
RHS Financial
California
$222K +$222K +2,717 New
RWMH
2004
Riverpoint Wealth Management Holdings
Illinois
$221K -$229K -2,796 -51%
TPA
2005
Trivium Point Advisory
Connecticut
$221K +$221K +2,584 New
WIA
2006
World Investment Advisors
California
$221K -$123K -1,504 -36%
IIM
2007
InTrack Investment Management
Vermont
$221K +$221K +2,704 New
MAM
2008
Madison Asset Management
Wisconsin
$221K +$221K +2,704 New
SC
2009
Shay Capital
New York
$221K +$221K +2,700 New
NCM
2010
Northwest Capital Management
Oregon
$221K +$221K +2,700 New
AIM
2011
Athena Investment Management
California
$220K +$220K +2,694 New
PAWA
2012
Palo Alto Wealth Advisors
California
$220K +$220K +2,689 New
KIG
2013
Kowal Investment Group
Wisconsin
$219K +$219K +2,685 New
THL
2014
Tillman Hartley LLC
Colorado
$219K +$219K +2,681 New
CNC
2015
Citizens & Northern Corp
Pennsylvania
$219K -$84.3K -1,031 -28%
VIA
2016
Virtus Investment Advisers
Connecticut
$217K – – –
CWM
2017
Compass Wealth Management
Connecticut
$216K +$216K +2,648 New
CMS
2018
Capital Market Strategies
Florida
$216K +$216K +2,648 New
CSS
2019
Cubist Systematic Strategies
Connecticut
$216K -$39.5M -482,720 -99%
WRPWM
2020
Werba Rubin Papier Wealth Management
California
$216K +$216K +2,645 New
FC
2021
Family CFO
California
$215K – – –
SWA
2022
SFMG Wealth Advisors
Texas
$214K -$1.91M -23,319 -90%
JF
2023
JSF Financial
California
$214K +$214K +2,623 New
AIFAIM
2024
American Institute for Advanced Investment Management
Arizona
$214K +$214K +2,622 New
C
2025
Covestor
United Kingdom
$214K -$36.5K -447 -15%
79 80
81
82 83