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Oracle

2,191 hedge funds and large institutions have $78.3B invested in Oracle in 2022 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 811 increasing their positions, 899 reducing their positions, and 158 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $1.32B | Put options by funds: $1.18B

9% more funds holding in top 10

Funds holding in top 10: 5459 (+5)

0.11% less ownership

Funds ownership: 42.25%42.13% (-0.11%)

10% less repeat investments, than reductions

Existing positions increased: 811 | Existing positions reduced: 899

3% less funds holding

Funds holding: 2,2662,191 (-75)

15% less capital invested

Capital invested by funds: $92.5B → $78.3B (-$14.2B)

30% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 158

Holders
2,191
Holders Change
-75
Holders Change %
-3.31%
% of All Funds
36.91%
Holding in Top 10
59
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.26%
% of All Funds
0.99%
New
111
Increased
811
Reduced
899
Closed
158
Calls
$1.32B
Puts
$1.18B
Net Calls
+$145M
Net Calls Change
-$167M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
2051
Investors Research Corp
Georgia
$71K +$37.5K +512 +102%
EIM
2052
Essex Investment Management
Massachusetts
$70K
JPLA
2053
Joseph P. Lucia & Associates
New York
$70K
HCM
2054
Huber Capital Management
California
$67K
NEAM
2055
New England Asset Management
Connecticut
$67K
HFS
2056
Heritage Financial Services
Massachusetts
$67K +$71.1K +971 New
CSB
2057
City State Bank
Iowa
$66K
TF
2058
TimeScale Financial
Massachusetts
$62K -$30K -410 -32%
JIR
2059
James Investment Research
Ohio
$62K
BIA
2060
Bell Investment Advisors
California
$62K +$65.2K +890 New
FEG
2061
Financial Enhancement Group
Indiana
$61K -$3.44K -47 -5%
DAC
2062
Dividend Assets Capital
South Carolina
$60K -$19K -260 -23%
EARNEST Partners
2063
EARNEST Partners
Georgia
$59K
MWM
2064
Mascoma Wealth Management
New Hampshire
$59K +$3.66K +50 +6%
A
2065
AustralianSuper
Australia
$57.1K +$22.8M +311,469 +62%
CTB
2066
Country Trust Bank
Illinois
$56K -$9.37K -128 -14%
SCA
2067
Stuart Chaussee & Associates
California
$56K
TLCM
2068
Twin Lakes Capital Management
California
$56K
TAM
2069
Tucker Asset Management
Colorado
$55.2K
KLWA
2070
Kelly Lawrence W & Associates
California
$54K +$12.2K +166 +28%
CWC
2071
Carolinas Wealth Consulting
North Carolina
$53K +$1.02M +13,946 +2,499%
CWAF
2072
Core Wealth Advisors (Florida)
Florida
$52K
RA
2073
Rise Advisors
New York
$52K +$220 +3 +0.4%
HWMA
2074
Heritage Wealth Management (Arizona)
Arizona
$49.2K -$6.88K -94 -12%
CWM
2075
Cedar Wealth Management
California
$49K

ORCL Hedge Fund Activity: Q2 2022 in Review

2,191 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2022, worth a combined $78.3B — down 15% from $92.5B a quarter earlier.

Sellers outnumbered buyers: 158 funds closed out of ORCL and 111 opened new positions — a net loss of 47 holders — while 899 trimmed existing stakes and 811 added.

The largest buyer was Morgan Stanley, adding an estimated $724M. The largest seller was Loomis, Sayles & Company, cutting an estimated $422M.

  • 2,191 institutional investors held Oracle (ORCL) as of Q2 2022, down from 2,266 in Q1 2022.
  • Funds reported $78.3B of Oracle stock for Q2 2022, down 15% quarter-over-quarter.
  • 111 funds opened new Oracle positions in Q2 2022 and 158 closed out, a net change of -47 holders.
  • The largest Oracle buyer in Q2 2022 was Morgan Stanley, an estimated $724M added.
  • The largest Oracle seller in Q2 2022 was Loomis, Sayles & Company, an estimated $422M sold.

Based on aggregated 13F filings for Q2 2022.