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Oracle

2,299 hedge funds and large institutions have $94B invested in Oracle in 2022 Q4 according to their latest regulatory filings, with 321 funds opening new positions, 747 increasing their positions, 905 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 321 | Existing positions closed: 87

81% more funds holding in top 10

Funds holding in top 10: 3767 (+30)

37% more capital invested

Capital invested by funds: $68.8B → $94B (+$25.2B)

9% more funds holding

Funds holding: 2,1042,299 (+195)

4% more call options, than puts

Call options by funds: $1.85B | Put options by funds: $1.79B

0.72% more ownership

Funds ownership: 41.86%42.58% (+0.72%)

17% less repeat investments, than reductions

Existing positions increased: 747 | Existing positions reduced: 905

Holders
2,299
Holders Change
+195
Holders Change %
+9.27%
% of All Funds
36.96%
Holding in Top 10
67
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+81.08%
% of All Funds
1.08%
New
321
Increased
747
Reduced
905
Closed
87
Calls
$1.85B
Puts
$1.79B
Net Calls
+$64.1M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
2226
Investment Research & Advisory Group
Georgia
$26.4K
JWM
2227
Janiczek Wealth Management
Colorado
$25.6K +$2.66K +35 +14%
CIR
2228
Clear Investment Research
Georgia
$25K +$22.8K +300 New
MLA
2229
MB, Levis & Associates
Pennsylvania
$24.5K +$22.8K +300 New
OAJ
2230
Ogorek Anthony Joseph
New York
$24K
LIA
2231
Luken Investment Analytics
Tennessee
$22.2K +$20.7K +272 New
SC
2232
Steph & Co
Wisconsin
$22K
SA
2233
SRH Advisors
Kansas
$21K
ORAM
2234
One River Asset Management
Connecticut
$20.7K +$19.3K +254 New
RDIA
2235
RE Dickinson Investment Advisors
Iowa
$19K
FA
2236
Fiduciary Alliance
South Carolina
$18.2K +$16.9K +222 New
MWC
2237
MBM Wealth Consultants
Missouri
$18K -$11.4K -150 -41%
OCM
2238
Orion Capital Management
California
$17.1K
SIC
2239
SJS Investment Consulting
Ohio
$16.3K -$24.5K -323 -62%
IFS
2240
Intelligent Financial Strategies
Minnesota
$16.3K
LOIP
2241
Live Oak Investment Partners
Texas
$16.3K
LWA
2242
Lowe Wealth Advisors
Maryland
$16.3K
WWP
2243
WR Wealth Planners
Missouri
$16.3K
BAM
2244
Baldrige Asset Management
Pennsylvania
$16K
BC
2245
Barrett & Company
Rhode Island
$15.9K
MDCM
2246
Morgan Dempsey Capital Management
Wisconsin
$15.9K
MFA
2247
McClarren Financial Advisors
Pennsylvania
$15K -$21.3K -280 -60%
GWMI
2248
Guardian Wealth Management (Illinois)
Illinois
$14K +$76 +1 +0.6%
HWM
2249
HighMark Wealth Management
Minnesota
$13.9K +$76 +1 +0.6%
FSWA
2250
Financial Synergies Wealth Advisors
Texas
$13.6K +$10.7K +141 +564%

ORCL Hedge Fund Activity: Q4 2022 in Review

2,299 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2022, worth a combined $94B — up 37% from $68.8B a quarter earlier.

Buyers outnumbered sellers: 321 funds opened new ORCL positions and 87 closed out — a net gain of 234 holders — while 747 added to existing stakes and 905 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $625M. The largest seller was First Eagle Investment Management, cutting an estimated $396M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2022, up from 2,104 in Q3 2022.
  • Funds reported $94B of Oracle stock for Q4 2022, up 37% quarter-over-quarter.
  • 321 funds opened new Oracle positions in Q4 2022 and 87 closed out, a net change of +234 holders.
  • The largest Oracle buyer in Q4 2022 was JP Morgan Chase, an estimated $625M added.
  • The largest Oracle seller in Q4 2022 was First Eagle Investment Management, an estimated $396M sold.

Based on aggregated 13F filings for Q4 2022.