We are live on ! Find out more
ORCL icon

Oracle
ORCL

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: 37 → 67 (+30)

37% more capital invested

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

9% more funds holding

Funds holding: 2,104 → 2,299 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$625M
2
Harris Associates
Harris Associates
Illinois
+$347M
3
Capital World Investors
Capital World Investors
California
+$310M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$249M
5
Bessemer Group
Bessemer Group
New Jersey
+$231M

Top Sellers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
-$396M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$239M
3
LSV Asset Management
LSV Asset Management
Illinois
-$199M
4
BGIM
Brandywine Global Investment Management
Pennsylvania
-$157M
5
Millennium Management
Millennium Management
New York
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2376
Ellis Investment Partners
Pennsylvania
– -$24K -406 Closed
ACK
2377
Andrew C. Karlinski
– -$24K -399 Closed
M1FG
2378
Mach-1 Financial Group
Arkansas
– -$21K -345 Closed
JWBC
2379
John W. Brooker & Co
California
– -$16K -270 Closed
HIM
2380
Hillsdale Investment Management
Ontario, Canada
– -$12K -200 Closed
SWM
2381
Selective Wealth Management
Virginia
– -$12K -200 Closed
ARIS
2382
Advanced Research Investment Solutions
California
– -$10K -166 Closed
LK
2383
Lumbard & Kellner
New Hampshire
– -$8K -126 Closed
PWC
2384
PYA Waltman Capital
Tennessee
– -$6K -97 Closed
MS
2385
Mizuho Securities
Japan
– -$5K -89 Closed
SPWG
2386
Sage Private Wealth Group
Illinois
– -$3K -57 Closed
EC
2387
EdgeRock Capital
Colorado
– -$3K -50 Closed
92 93 94 95
96

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.