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Oracle

2,104 hedge funds and large institutions have $68.8B invested in Oracle in 2022 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 844 increasing their positions, 776 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.04B

9% more repeat investments, than reductions

Existing positions increased: 844 | Existing positions reduced: 776

0.27% less ownership

Funds ownership: 42.13%41.86% (-0.27%)

4% less funds holding

Funds holding: 2,1912,104 (-87)

12% less capital invested

Capital invested by funds: $78.3B → $68.8B (-$9.49B)

36% less first-time investments, than exits

New positions opened: 109 | Existing positions closed: 169

37% less funds holding in top 10

Funds holding in top 10: 5937 (-22)

Holders
2,104
Holders Change
-87
Holders Change %
-3.97%
% of All Funds
36.24%
Holding in Top 10
37
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-37.29%
% of All Funds
0.64%
New
109
Increased
844
Reduced
776
Closed
169
Calls
$1.29B
Puts
$1.04B
Net Calls
+$250M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
FBB
2201
Fulton Breakefield Broenniman
Maryland
-$228K -3,269 Closed
LNWTC
2202
Laird Norton Wetherby Trust Company
Washington
-$227K -3,258 Closed
RW
2203
REDW Wealth
New Mexico
-$227K -3,255 Closed
AI
2204
Atom Investors
Texas
-$227K -3,254 Closed
SAM
2205
Summit Asset Management
Tennessee
-$227K -3,242 Closed
MC
2206
Montag & Caldwell
Georgia
-$226K -3,239 Closed
B
2207
Bellecapital
Switzerland
-$226K -3,234 Closed
SEP
2208
Southland Equity Partners
Missouri
-$226K -3,232 Closed
ZF
2209
Zhang Financial
Michigan
-$226K -3,231 Closed
IA
2210
Integrity Advisory
Kansas
-$225K -3,222 Closed
SAA
2211
Southeast Asset Advisors
Georgia
-$224K -3,207 Closed
SAM
2212
Secure Asset Management
Michigan
-$224K -3,205 Closed
JBA
2213
Johnson Bixby & Associates
Washington
-$223K -3,198 Closed
IA
2214
Insight Advisors
Pennsylvania
-$240K -3,191 Closed
KL
2215
KilterHowling LLC
Colorado
-$223K -3,187 Closed
LSPW
2216
Lake Street Private Wealth
Illinois
-$223K -3,186 Closed
MWP
2217
Madison Wealth Partners
Wisconsin
-$222K -3,173 Closed
SDH
2218
Sloy Dahl & Holst
Washington
-$221K -3,160 Closed
RWM
2219
RKL Wealth Management
Pennsylvania
-$220K -3,153 Closed
I
2220
IMPACTfolio
Colorado
-$219K -3,129 Closed
NWM
2221
NEIRG Wealth Management
Massachusetts
-$219K -3,128 Closed
BA
2222
Bluesphere Advisors
Pennsylvania
-$218K -3,115 Closed
IA
2223
IFG Advisory
Georgia
-$217K -3,107 Closed
FBT
2224
First Bank & Trust
South Dakota
-$216K -3,103 Closed
DLG
2225
Daniel L. Goodwin
-$217K -3,100 Closed

ORCL Hedge Fund Activity: Q3 2022 in Review

2,104 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2022, worth a combined $68.8B — down 12% from $78.3B a quarter earlier.

Sellers outnumbered buyers: 169 funds closed out of ORCL and 109 opened new positions — a net loss of 60 holders — while 776 trimmed existing stakes and 844 added.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $874M. The largest seller was Millennium Management, cutting an estimated $242M.

  • 2,104 institutional investors held Oracle (ORCL) as of Q3 2022, down from 2,191 in Q2 2022.
  • Funds reported $68.8B of Oracle stock for Q3 2022, down 12% quarter-over-quarter.
  • 109 funds opened new Oracle positions in Q3 2022 and 169 closed out, a net change of -60 holders.
  • The largest Oracle buyer in Q3 2022 was Parnassus Investments, an estimated $874M added.
  • The largest Oracle seller in Q3 2022 was Millennium Management, an estimated $242M sold.

Based on aggregated 13F filings for Q3 2022.