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Oracle
ORCL

Overview Fund Activity

2,552 hedge funds and large institutions have $139B invested in Oracle in 2023 Q2 according to their latest regulatory filings, with 308 funds opening new positions, 861 increasing their positions, 1,030 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,552
Holders Change
+214
Holders Change %
+9.15%
% of All Funds
40.25%
Holding in Top 10
136
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+38.78%
% of All Funds
2.14%
New
308
Increased
861
Reduced
1,030
Closed
75
Calls
$3.74B
Puts
$2.75B
Net Calls
+$990M
Net Calls Change
+$660M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.09B
2
Capital World Investors
Capital World Investors
California
+$817M
3
Invesco
Invesco
Georgia
+$522M
4
Coatue Management
Coatue Management
New York
+$520M
5
BlackRock
BlackRock
New York
+$416M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$4.03B
2
Harris Associates
Harris Associates
Illinois
-$846M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$379M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$324M
5
IFP
Independent Franchise Partners
United Kingdom
-$244M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
2226
Washington Trust Advisors
Massachusetts
$254K -$46.6K -391 -15%
THWM
2227
Taylor Hoffman Wealth Management
Virginia
$254K +$254K +2,132 New
BOH
2228
Bank of Hawaii
Hawaii
$253K +$253K +2,125 New
LIM
2229
Lathrop Investment Management
Arkansas
$253K -$4.77K -40 -2%
HNWAG
2230
High Net Worth Advisory Group
Florida
$253K +$253K +2,123 New
GWM
2231
GDS Wealth Management
Texas
$252K +$252K +2,120 New
CAS
2232
Coppell Advisory Solutions
Texas
$251K -$21.7K -184 -8%
CL
2233
CIM LLC
New York
$251K +$251K +2,104 New
SAG
2234
Spotlight Asset Group
Illinois
$250K +$250K +2,102 New
TAM
2235
Taurus Asset Management
New York
$250K +$250K +2,100 New
LCM
2236
Lewis Capital Management
California
$250K +$250K +2,100 New
IIM
2237
Ironwood Investment Management
Massachusetts
$250K +$250K +2,100 New
VP
2238
Verum Partners
North Carolina
$250K +$250K +2,100 New
W
2239
Wealthquest
Ohio
$249K -$46.6K -391 -16%
JWS
2240
Juncture Wealth Strategies
Arizona
$249K +$249K +2,094 New
ODFS
2241
O'Donnell Financial Services
California
$249K +$249K +2,094 New
DJYG
2242
David J. Yvars Group
Florida
$249K +$249K +2,091 New
SWG
2243
Summit Wealth Group
Vermont
$249K -$23.2M -194,803 -99%
SL
2244
Sentry LLC
Tennessee
$249K +$249K +2,087 New
FNC
2245
First National Corp
Massachusetts
$248K +$248K +2,084 New
CFS
2246
CRA Financial Services
New Jersey
$247K -$59.4K -499 -19%
FIM
2247
Fernwood Investment Management
Massachusetts
$246K +$246K +2,065 New
BWP
2248
Balboa Wealth Partners
Arizona
$246K +$246K +2,064 New
LSPW
2249
Lake Street Private Wealth
Illinois
$245K +$245K +2,054 New
RWP
2250
Revolve Wealth Partners
New Jersey
$244K +$244K +2,050 New
88 89
90
91 92