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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 %
RDIA
2201
RE Dickinson Investment Advisors
Iowa
$19K – – –
NC
2202
NewSquare Capital
Pennsylvania
$17K -$9.27K -109 -35%
AW
2203
Alaethes Wealth
Nevada
$17K – – –
SWM
2204
Selective Wealth Management
Virginia
$17K – – –
HWM
2205
Holloway Wealth Management
Florida
$17K -$17K – –
LWA
2206
Lowe Wealth Advisors
Maryland
$17K – – –
OCM
2207
Orion Capital Management
California
$17K +$17K +209 New
WWP
2208
WR Wealth Planners
Missouri
$16.5K +$16.5K +200 New
BAM
2209
Baldrige Asset Management
Pennsylvania
$16K -$14.2K -169 -47%
NL
2210
NVWM LLC
Pennsylvania
$14K – – –
GWM
2211
Guardian Wealth Management
Illinois
$14K +$82 +1 +0.6%
HWM
2212
HighMark Wealth Management
Minnesota
$14K +$83 +1 +0.6%
ARIS
2213
Advanced Research Investment Solutions
California
$14K +$14K +166 New
FIA
2214
FNY Investment Advisers
New York
$13K -$403K -4,960 -97%
MFA
2215
McClarren Financial Advisors
Pennsylvania
$13K -$77 -1 -0.6%
EFS
2216
Econ Financial Services
Pennsylvania
$12K – – –
AFS
2217
Annapolis Financial Services
Maryland
$12K – – –
LAS
2218
Lloyd Advisory Services
Georgia
$12K +$10.5K +122 +718%
MAM
2219
Marquette Asset Management
Minnesota
$12K +$12K +142 New
CP
2220
Corbenic Partners
Pennsylvania
$11K -$4.99K -59 -31%
WB
2221
West Bancorporation
Iowa
$11K – – –
GKIM
2222
GW&K Investment Management
Massachusetts
$11K +$11K +137 New
DWMG
2223
DB Wealth Management Group
California
$10K – – –
LSA
2224
Lansing Street Advisors
Pennsylvania
$10K +$10K +127 New
LFA
2225
Level Financial Advisors
New York
$9K -$19.1K -221 -68%
87 88
89
90 91