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Oracle
ORCL

Overview Fund Activity

2,257 hedge funds and large institutions have $92.4B invested in Oracle in 2022 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 825 increasing their positions, 926 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,257
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
35.72%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.85%
New
129
Increased
825
Reduced
926
Closed
138
Calls
$1.63B
Puts
$1.31B
Net Calls
+$312M
Net Calls Change
+$416M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$433M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$407M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$336M
4
Holocene Advisors
Holocene Advisors
New York
+$290M
5
WRCM
Whale Rock Capital Management
Massachusetts
+$270M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.21B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$533M
3
State Street
State Street
Massachusetts
-$291M
4
Morgan Stanley
Morgan Stanley
New York
-$285M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
2126
Halpern Financial
Virginia
$72.7K +$72.7K +879 New
RIM
2127
Rockbridge Investment Management
New York
$72.2K -$25.3K -309 -26%
IFS
2128
Intelligent Financial Strategies
Minnesota
$71K +$166 +2 +0.2%
EARNEST Partners
2129
EARNEST Partners
Georgia
$70K – – –
AAP
2130
Arax Advisory Partners
Colorado
$67K – – –
CNBTD
2131
Citizens National Bank Trust Department
Mississippi
$66K – – –
SCA
2132
Stuart Chaussee & Associates
California
$66K – – –
TLCM
2133
Twin Lakes Capital Management
California
$66K – – –
HWMA
2134
Heritage Wealth Management (Arizona)
Arizona
$66K +$66K +798 New
TAM
2135
Tucker Asset Management
Colorado
$65.4K +$14.9K +180 +30%
MWM
2136
Mascoma Wealth Management
New Hampshire
$65K – – –
CWA
2137
Core Wealth Advisors
Florida
$62K – – –
RA
2138
Rise Advisors
New York
$62K +$166 +2 +0.3%
FA
2139
Fortis Advisors
Pennsylvania
$61K -$104K -1,264 -63%
NFSG
2140
Newbridge Financial Services Group
Florida
$59K -$29.2K -350 -33%
ED
2141
Exane Derivatives
France
$58.2K +$58.2K +703 New
CWM
2142
Cedar Wealth Management
California
$58K – – –
HS
2143
Horan Securities
United States
$58K +$165 +2 +0.3%
RCG
2144
Rock Creek Group
District of Columbia
$56K -$166K -1,997 -75%
FFWM
2145
Future Financial Wealth Management
Ohio
$52K – – –
TAIM
2146
TD Ameritrade Investment Management
Nebraska
$51K -$2.72K -33 -5%
GCM
2147
Gables Capital Management
Florida
$50K -$8.22K -100 -14%
KLWA
2148
Kelly Lawrence W & Associates
California
$50K – – –
TCWA
2149
Ten Capital Wealth Advisors
Washington
$50K – – –
OIS
2150
Okabena Investment Services
Minnesota
$50K – – –
84 85
86
87 88