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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
2101
CJM Wealth Advisers
Virginia
$318K -$77.4K -650 -20%
AIM
2102
Athena Investment Management
California
$318K -$20.8K -175 -6%
PAI
2103
Pittenger & Anderson Inc
Nebraska
$317K +$76.2K +640 +32%
VIA
2104
Virtus Investment Advisers
Connecticut
$316K – – –
IF
2105
IRON Financial
Illinois
$316K -$3.57K -30 -1%
CWM
2106
Compass Wealth Management
Connecticut
$315K – – –
BI
2107
Berkeley Inc
Idaho
$315K -$26.8K -225 -8%
WRPWM
2108
Werba Rubin Papier Wealth Management
California
$315K – – –
FC
2109
Family CFO
California
$313K – – –
BPFA
2110
Barnes Pettey Financial Advisors
Mississippi
$313K +$18.8K +158 +6%
AIFAIM
2111
American Institute for Advanced Investment Management
Arizona
$312K +$312K +2,622 New
MA
2112
MBA Advisors
Pennsylvania
$312K -$40.7K -342 -12%
WCG
2113
Weaver Consulting Group
California
$311K +$5.36K +45 +2%
PTC
2114
Philadelphia Trust Company
Pennsylvania
$310K -$296K -2,482 -49%
OHWP
2115
Oak Harbor Wealth Partners
North Carolina
$310K – – –
CMS
2116
Capital Market Strategies
Florida
$310K +$310K +2,603 New
SSW
2117
Stone Summit Wealth
Florida
$310K +$310K +2,600 New
JHCP
2118
Jackson Hole Capital Partners
Oklahoma
$309K -$953K -8,000 -76%
FC
2119
Financial Council
Maryland
$308K – – –
HTHT
2120
Hemenway Trust Hemenway Trust
New Hampshire
$308K +$11.9K +100 +4%
RCS
2121
Retirement Capital Strategies
California
$307K -$152K -1,274 -33%
LWM
2122
Lyell Wealth Management
California
$307K -$596 -5 -0.2%
SCM
2123
Stonehearth Capital Management
Massachusetts
$305K – – –
TCBWMS
2124
Texas Capital Bank Wealth Management Services
Texas
$305K +$305K +2,559 New
NIP
2125
Nicholas Investment Partners
California
$303K +$303K +2,544 New
83 84
85
86 87