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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
MDCM
2051
Morgan Dempsey Capital Management
Wisconsin
$12K +$14.3K +195 New
HIM
2052
Hillsdale Investment Management
Ontario, Canada
$12K +$14.6K +200 New
SC
2053
Schubert & Co
Texas
$11K +$586 +8 +5%
ARIS
2054
Advanced Research Investment Solutions
California
$10K
CMP
2055
Coston McIsaac & Partners
Maine
$10K
HWM
2056
HighMark Wealth Management
Minnesota
$10K
NL
2057
NVWM LLC
Pennsylvania
$10K
GWMI
2058
Guardian Wealth Management (Illinois)
Illinois
$10K +$73 +1 +0.6%
AFS
2059
Annapolis Financial Services
Maryland
$9K
BFPW
2060
BOK Financial Private Wealth
Colorado
$9K
BA
2061
Bellwether Advisors
Nebraska
$8K
LSA
2062
Lansing Street Advisors
Pennsylvania
$8K
LK
2063
Lumbard & Kellner
New Hampshire
$8K
CMA
2064
Cedar Mountain Advisors
Oregon
$6K
LFA
2065
Level Financial Advisors
New York
$6K
PWC
2066
PYA Waltman Capital
Tennessee
$6K
TCM
2067
Tradewinds Capital Management
Washington
$6K
RCM
2068
Raleigh Capital Management
North Carolina
$6K +$2.27K +31 +50%
PP
2069
PFS Partners
New Jersey
$5.68K
DI
2070
Disciplined Investments
Oklahoma
$5K
MS
2071
Mizuho Securities
Japan
$5K
UCB
2072
United Community Bank
South Carolina
$4.83K
PI
2073
PFS Investments
Georgia
$4.36K +$787K +10,743 +18%
MOS
2074
MGO One Seven
Ohio
$4.28K +$231K +3,150 +7%
NFSG
2075
Newbridge Financial Services Group
Florida
$4K -$1.32K -18 -23%

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.