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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 %
QPBE
2451
Quintet Private Bank (Europe)
Luxembourg
$72.6K +$34.4K +294 +90%
ARS
2452
Adirondack Retirement Specialists
New York
$71.5K – – –
DWA
2453
Delos Wealth Advisors
Texas
$70.3K – – –
MWM
2454
Mascoma Wealth Management
New Hampshire
$69.8K -$27K -234 -28%
FCT
2455
First Community Trust
Iowa
$69.4K – – –
GKIM
2456
GW&K Investment Management
Massachusetts
$65K +$64.6K +541 +18,033%
GM
2457
GeoWealth Management
Illinois
$64K +$51.3K +433 +405%
DIP
2458
DT Investment Partners
Pennsylvania
$62K – – –
HS
2459
Horan Securities
United States
$59.5K -$48.5K -407 -45%
ICM
2460
Islay Capital Management
Texas
$59.5K – – –
MSFP
2461
Mark Sheptoff Financial Planning
Connecticut
$59.5K – – –
HF
2462
Halpern Financial
Virginia
$59.5K – – –
LFASL
2463
Lugano Financial Advisors SA (LFA)
Switzerland
$59.5K +$59.5K +500 New
FA
2464
Fiduciary Alliance
South Carolina
$58K +$58K +487 New
CP
2465
Castleview Partners
Texas
$57.9K – – –
FWA
2466
FSC Wealth Advisors
New York
$56.8K – – –
TLA
2467
Tanglewood Legacy Advisors
Texas
$51.6K – – –
LB
2468
Legacy Bridge
Iowa
$51.2K – – –
ICM
2469
Intrepid Capital Management
Florida
$51.2K +$51.2K +430 New
IAS
2470
IMA Advisory Services
Colorado
$51K +$11.9K +100 +30%
JMF
2471
Johnson Midwest Financial
Iowa
$50.3K +$238 +2 +0.5%
TWD
2472
True Wealth Design
Ohio
$50.1K – – –
TFP
2473
Tilia Fiduciary Partners
North Carolina
$48.8K +$476 +4 +1%
FIA
2474
FNY Investment Advisers
New York
$47K +$29.5K +253 +169%
CPA
2475
Cowen Prime Advisors
New York
$46.9K – – –
97 98
99
100 101