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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
ICM
2101
Islay Capital Management
Texas
$28K
UIA
2102
Ulland Investment Advisors
Minnesota
$28K
EIP
2103
Ellis Investment Partners
Pennsylvania
$28K +$73 +1 +0.2%
ACK
2104
Andrew C. Karlinski
$28K +$2.56K +35 +9%
PA
2105
PSI Advisors
Florida
$27K -$2.12K -29 -7%
EA
2106
Evolution Advisers
Virginia
$26K
JWM
2107
Janiczek Wealth Management
Colorado
$26K +$5.05K +69 +26%
M1FG
2108
Mach-1 Financial Group
Arkansas
$24K
PAI
2109
Pittenger & Anderson Inc
Nebraska
$24K
Cohen & Steers
2110
Cohen & Steers
New York
$24K +$4.03K +55 +19%
SFG
2111
Steward Financial Group
Texas
$23K -$5.12K -70 -17%
IAS
2112
IMA Advisory Services
Colorado
$23K
IRAG
2113
Investment Research & Advisory Group
Georgia
$23K
AWM
2114
Accel Wealth Management
Iowa
$23K +$1.98K +27 +9%
IFS
2115
Intelligent Financial Strategies
Minnesota
$21K -$40.7K -556 -65%
ARMC
2116
American Research & Management Company
Massachusetts
$21K
BA
2117
Bivin & Associates
Oklahoma
$21K
OA
2118
Operose Advisors
Wisconsin
$21K
OAJ
2119
Ogorek Anthony Joseph
New York
$20K
MGIM
2120
M&G Investment Management
United Kingdom
$19.7K -$579K -7,909 -3%
SC
2121
Steph & Co
Wisconsin
$19K -$56.1K -766 -74%
FAM
2122
Fred Alger Management
New York
$19K
JWBC
2123
John W. Brooker & Co
California
$19K
MWC
2124
MBM Wealth Consultants
Missouri
$19K
SA
2125
SRH Advisors
Kansas
$18K

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.