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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
TFM
2276
TFC Financial Management
Massachusetts
$4.66K
LIM
2277
Longfellow Investment Management
Massachusetts
$4.5K
GA
2278
GoalVest Advisory
New York
$3.92K
MAM
2279
Marquette Asset Management
Minnesota
$3.6K
QL
2280
Quarry LP
New York
$3.35K +$3.12K +41 New
CWA
2281
Carolina Wealth Advisors
South Carolina
$3K
CAM
2282
ClariVest Asset Management
California
$3K
HWM
2283
Horizons Wealth Management
North Carolina
$3K
MCI
2284
MRP Capital Investments
Georgia
$2.76K +$2.58K +34 New
NC
2285
NewSquare Capital
Pennsylvania
$2.45K -$15.8K -208 -87%
IAA
2286
Independent Advisor Alliance
North Carolina
$2.39K -$197K -2,595 -8%
ITIM
2287
Indiana Trust & Investment Management
Indiana
$2.39K +$22.6K +297 +1%
RDFA
2288
Ritter Daniher Financial Advisory
Ohio
$2.21K +$2.05K +27 New
JAM
2289
JCIC Asset Management
Ontario, Canada
$2K
KIA
2290
Kraematon Investment Advisors
Massachusetts
$1.88K +$1.75K +23 New
TWD
2291
True Wealth Design
Ohio
$1.72K +$1.6K +21 New
FGAM
2292
Financial Gravity Asset Management
Texas
$1.49K -$12.3K -162 -66%
Canada Pension Plan Investment Board
2293
Canada Pension Plan Investment Board
Ontario, Canada
$1.06K +$228 +3 +30%
HCM
2294
Highlander Capital Management
New Jersey
$1K
WAS
2295
Winch Advisory Services
Wisconsin
$1K
WA
2296
WestEnd Advisors
North Carolina
$899 -$76 -1 -8%
BCM
2297
Bourgeon Capital Management
Connecticut
$817
PCA
2298
Providence Capital Advisors
North Carolina
$339 -$4.17M -54,907 -100%
TWP
2299
TFO Wealth Partners
Ohio
$33 +$76 +1 New
CMP
2300
Coston McIsaac & Partners
Maine
$14

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.