Oracle Corp Sees Increased Hedge Fund Interest in Recent 13F Filings
In our latest review at Holdings Channel, we analyzed 149 recent 13F filings dated for the period ending September 30, 2024. Our findings reveal that 41 hedge funds have holdings in Oracle Corp (Symbol: ORCL). A significant consensus among hedge fund managers can often suggest it’s worth examining their activities more closely.
It’s essential to understand that 13F filings reveal only part of the picture since these funds are only required to disclose their long positions with the SEC, while short positions go unreported. Consequently, a fund that appears bullish by holding a stock might also maintain bearish positions elsewhere. This nuance is crucial for understanding the complete investment strategy.
With that in mind, examining the trends in these filings across different periods can be very insightful. Below, we present changes in Oracle’s stock positions from this round of 13F submissions:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Faithward Advisors LLC | Existing | –1,855 | –$63 |
| Kinloch Capital LLC | NEW | +1,322 | +$225 |
| Brooks Moore & Associates Inc. | Existing | +100 | +$507 |
| Piedmont Capital Management LLC | NEW | +1,391 | +$247 |
| Twin City Private Wealth LLC | Existing | +482 | +$384 |
| Snowden Capital Advisors LLC | Existing | +2,769 | +$3,404 |
| Harvest Investment Services LLC | Existing | +191 | +$76 |
| DSC Advisors L.P. | Existing | –145 | +$38 |
| Westwood Holdings Group Inc. | Existing | +205 | +$149 |
| Talisman Wealth Advisors LLC | Existing | +25 | +$89 |
| Voya Investment Management LLC | Existing | +172,840 | +$98,233 |
| Buckingham Strategic Partners LLC | Existing | +8,999 | +$2,198 |
| Synovus Financial Corp | Existing | +19,848 | +$7,903 |
| Wick Capital Partners LLC | Existing | +1,038 | +$283 |
| Paloma Partners Management Co | Existing | +8,670 | +$1,683 |
| Kestra Investment Management LLC | NEW | +22,686 | +$3,866 |
| Alerus Financial NA | Existing | –1,442 | +$500 |
| Royal Capital Wealth Management LLC | Existing | UNCH | +$56 |
| B&L Asset Management LLC | NEW | +3,660 | +$624 |
| Mark Sheptoff Financial Planning LLC | Existing | –261 | –$22 |
| Erste Asset Management GmbH | NEW | +222,540 | +$37,594 |
| True Wealth Design LLC | Existing | –179 | –$11 |
| Plotkin Financial Advisors LLC | NEW | +8,473 | +$1,444 |
| Morton Community Bank | Existing | –777 | +$831 |
| Timber Creek Capital Management LLC | Existing | UNCH | +$370 |
| Semmax Financial Advisors Inc. | Existing | –843 | +$532 |
| Bellevue Group AG | Existing | +53 | +$25 |
| Cobblestone Capital Advisors LLC NY | Existing | –120 | +$352 |
| Tradition Wealth Management LLC | Existing | +97 | +$163 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | Existing | –27,170 | +$10,704 |
| Widmann Financial Services Inc. | Existing | –33 | +$62 |
| Kiely Wealth Advisory Group Inc. | Existing | UNCH | +$63 |
| Acropolis Investment Management LLC | Existing | +335 | +$97 |
| L.M. Kohn & Company | Existing | +532 | +$604 |
| Kolinsky Wealth Management LLC | Existing | +290 | +$123 |
Hedge Funds Adjust Positions in Oracle: A Look at Recent 13F Filings
| Ironwood Investment Counsel LLC | Existing | UNCH | +$71 |
| Point72 Europe London LLP | NEW | +72,903 | +$12,423 |
| Caisse DE Depot ET Placement DU Quebec | Existing | +200,116 | +$65,677 |
| TRUE Private Wealth Advisors | Existing | –4,730 | –$609 |
| Garda Capital Partners LP | Existing | –16,200 | –$2,556 |
| Circle Wealth Management LLC | Existing | +10,836 | +$2,546 |
| Aggregate Change: | +706,646 | +$250,885 | |
In examining positions from June 30, 2024, to September 30, 2024, 18 funds increased their Oracle (ORCL) holdings, while 12 reduced their positions, and 7 new positions emerged. Notably, four funds—Shellback Capital LP, Point72 Hong Kong Ltd, Maverick Capital Ltd., and Edgestream Partners L.P.—discontinued their investments in ORCL as of September 30, 2024.
Beyond this snapshot, we analyzed the total ORCL shares held across all funds reporting by September 30, 2024, from a pool of 5,356 funds. Comparing these figures to the previous period, we found that total holdings increased by 133,422,723 shares. The cumulative shares rose from 694,442,159 to 827,864,882, reflecting a growth rate of about 19.21%. At the time of reporting, the three largest funds holding ORCL stood out significantly.
We will continue to track 13F filings from hedge fund managers and provide insights based on aggregate data. Although looking at individual filings can be misleading, analyzing the totals from various funds across reporting periods often reveals meaningful trends and potential investment opportunities, particularly with stocks like Oracle Corp (Symbol: ORCL).
10 S&P 500 Components Hedge Funds Are Buying »
Also see:
• Top Stocks Held By George Soros
• PTNQ Options Chain
• EGOV market cap history
The views and opinions expressed herein are those of the author and do not necessarily reflect those of Nasdaq, Inc.
