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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
ST
2076
Sageworth Trust
Pennsylvania
$4K
PWP
2077
Principle Wealth Partners
Connecticut
$3.95K +$970K +13,250 +26%
MAM
2078
Marquette Asset Management
Minnesota
$3K -$7.1K -97 -69%
CCM
2079
Cribstone Capital Management
Maine
$3K
GA
2080
GoalVest Advisory
New York
$3K
HWM
2081
Horizons Wealth Management
North Carolina
$3K
LIM
2082
Longfellow Investment Management
Massachusetts
$3K
SPWG
2083
Sage Private Wealth Group
Illinois
$3K
TFM
2084
TFC Financial Management
Massachusetts
$3K
EC
2085
EdgeRock Capital
Colorado
$3K +$3.66K +50 New
CIAS
2086
CFS Investment Advisory Services
New Jersey
$3K +$11.7M +160,065 New
JSAM
2087
J. Safra Asset Management
New York
$2K -$1.25K -17 -12%
CWA
2088
Carolina Wealth Advisors
South Carolina
$2K
JAM
2089
JCIC Asset Management
Ontario, Canada
$2K
NMG
2090
New Millennium Group
Utah
$2K
Parallax Volatility Advisers
2091
Parallax Volatility Advisers
California
$2K
CAM
2092
ClariVest Asset Management
California
$2K +$805 +11 +41%
FSWA
2093
Financial Synergies Wealth Advisors
Texas
$1.53K
Canada Pension Plan Investment Board
2094
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$3.79M -51,819 -100%
WA
2095
WestEnd Advisors
North Carolina
$1K -$146 -2 -14%
BCM
2096
Bourgeon Capital Management
Connecticut
$1K
HCM
2097
Highlander Capital Management
New Jersey
$1K
WAS
2098
Winch Advisory Services
Wisconsin
$1K
NDSI
2099
Newman Dignan & Sheerar Inc
Rhode Island
$416
BIM
2100
Baldwin Investment Management
Pennsylvania
$365 -$97K -1,325 -18%

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.