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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
BPC
2176
Banque Pictet & Cie
Switzerland
$2.95K -$203K -2,778 -6%
Parallax Volatility Advisers
2177
Parallax Volatility Advisers
California
$2K -$793K -10,829 -100%
JSAM
2178
J. Safra Asset Management
New York
$2K -$1.9K -26 -16%
JAM
2179
JCIC Asset Management
Ontario, Canada
$2K
CAM
2180
ClariVest Asset Management
California
$2K +$220 +3 +13%
TWP
2181
TFO Wealth Partners
Ohio
$2K +$2.05K +28 New
AW
2182
Avion Wealth
Texas
$2K +$2.34K +32 New
NMG
2183
New Millennium Group
Utah
$2K +$2.42K +33 New
FSWA
2184
Financial Synergies Wealth Advisors
Texas
$1.75K +$1.83K +25 New
WAS
2185
Winch Advisory Services
Wisconsin
$1K -$73 -1 -6%
BCM
2186
Bourgeon Capital Management
Connecticut
$1K
HCM
2187
Highlander Capital Management
New Jersey
$1K
WA
2188
WestEnd Advisors
North Carolina
$978 +$1.02K +14 New
CP
2189
Castleview Partners
Texas
$917 +$30.3K +414 +71%
BIM
2190
Baldwin Investment Management
Pennsylvania
$510 +$223K +3,050 +72%
FGAM
2191
Financial Gravity Asset Management
Texas
$404 -$3.81K -52 -16%
RDIA
2192
RE Dickinson Investment Advisors
Iowa
$16
HF
2193
HRT Financial
New York
-$156M -1,885,780 Closed
MNG
2194
Manning & Napier Group
New York
-$58.9M -711,843 Closed
OCM
2195
Oribel Capital Management
New York
-$27.3M -329,600 Closed
MSL
2196
Mackay Shields LLC
New York
-$18.8M -227,248 Closed
JAM
2197
Jupiter Asset Management
United Kingdom
-$17.7M -214,040 Closed
CIAS
2198
CFS Investment Advisory Services
New Jersey
-$2K -176,959 Closed
OSIA
2199
O'Shares Investment Advisers
Massachusetts
-$8.55M -103,388 Closed
SGA
2200
Strategic Global Advisors
California
-$7.84M -94,793 Closed

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.