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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 %
SPP
2251
Single Point Partners
Massachusetts
$244K +$244K +2,051 New
WLPWM
2252
Walled Lake Planning & Wealth Management
Illinois
$243K +$243K +2,044 New
FCCM
2253
First City Capital Management
Georgia
$243K -$17.9K -150 -7%
IIA
2254
ICW Investment Advisors
Arizona
$243K +$243K +2,041 New
GWSG
2255
GPS Wealth Strategies Group
Colorado
$243K -$4.41K -37 -2%
FDCC
2256
Foster Dykema Cabot & Co
Massachusetts
$242K – – –
TSWM
2257
Tyler-Stone Wealth Management
Ohio
$242K +$242K +2,030 New
SFG
2258
Sunburst Financial Group
Alabama
$241K +$241K +2,028 New
AWS
2259
Arkfeld Wealth Strategies
Nebraska
$241K +$241K +2,080 New
JJBC
2260
James J. Burns & Company
New York
$241K +$241K +2,025 New
MRCM
2261
M&R Capital Management
New Jersey
$240K +$51.8K +435 +27%
FUBT
2262
First United Bank & Trust
Maryland
$240K +$240K +2,012 New
KW
2263
KWB Wealth
California
$239K +$239K +2,008 New
SSG
2264
Summit Securities Group
New York
$239K -$119K -1,004 -33%
BSAM
2265
Blue Square Asset Management
New York
$239K +$239K +2,005 New
PHS
2266
Pekin Hardy Strauss
Illinois
$238K +$238K +2,002 New
V
2267
ViaWealth
Kansas
$238K +$238K +2,000 New
JSAM
2268
J. Safra Asset Management
New York
$238K – – –
BP
2269
Broadleaf Partners
Ohio
$238K +$238K +2,000 New
PVM
2270
Palogic Value Management
Texas
$238K +$238K +2,000 New
FRM
2271
Fox Run Management
Connecticut
$238K +$238K +1,999 New
LC
2272
Lincoln Capital
Nebraska
$238K +$238K +1,999 New
FDS
2273
First Dallas Securities
Texas
$238K +$238K +2,000 New
UOC
2274
UBS O'Connor
Illinois
$237K +$237K +1,993 New
CG
2275
Cutler Group
California
$237K +$237K +1,994 New
89 90
91
92 93