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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
Members Trust
2351
Members Trust
Florida
-$278K -4,546 Closed
DS
2352
DRW Securities
Illinois
-$261K -4,271 Closed
PM
2353
Parametrica Management
Hong Kong
-$248K -4,056 Closed
BB
2354
Berkshire Bank
Massachusetts
-$217K -3,555 Closed
DDC
2355
DF Dent & Co
Maryland
-$217K -3,549 Closed
HIP
2356
HUB Investment Partners
Texas
-$211K -3,450 Closed
QP
2357
Quilter Plc
United Kingdom
-$208K -3,405 Closed
AMR
2358
Asset Management Resources
Massachusetts
-$207K -3,385 Closed
SWA
2359
Sax Wealth Advisors
New Jersey
-$201K -3,288 Closed
GWSG
2360
GPS Wealth Strategies Group
Colorado
-$129K -2,111 Closed
FDCC
2361
Foster Dykema Cabot & Co
Massachusetts
-$120K -1,962 Closed
WWMSC
2362
Wagner Wealth Management (South Carolina)
South Carolina
-$106K -1,741 Closed
PFA
2363
Professional Financial Advisors
Nebraska
-$101K -1,658 Closed
ODG
2364
O'Dell Group
Ohio
-$98K -1,600 Closed
CWM
2365
Castle Wealth Management
Florida
-$82K -1,346 Closed
SWM
2366
Stapp Wealth Management
Washington
-$82K -1,335 Closed
SFO
2367
Standard Family Office
South Dakota
-$79K -1,293 Closed
BIMC
2368
Benson Investment Management Company
Virginia
-$76K -1,240 Closed
NEAM
2369
New England Asset Management
Connecticut
-$59K -960 Closed
HCM
2370
Huber Capital Management
California
-$55K -900 Closed
FEG
2371
Financial Enhancement Group
Indiana
-$53K -870 Closed
Q
2372
QVR
California
-$57.2K -753 Closed
DFCM
2373
Dark Forest Capital Management
Puerto Rico
-$40K -652 Closed
CL
2374
COWA LLC
Oklahoma
-$30K -490 Closed
AIM
2375
Axiom Investment Management
New York
-$29K -481 Closed

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.