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Oracle

2,299 hedge funds and large institutions have $98B invested in Oracle in 2021 Q4 according to their latest regulatory filings, with 311 funds opening new positions, 749 increasing their positions, 889 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 311 | Existing positions closed: 87

9% more funds holding

Funds holding: 2,1062,299 (+193)

0.29% less ownership

Funds ownership: 42.62%42.34% (-0.29%)

3% less capital invested

Capital invested by funds: $101B → $98B (-$3.09B)

5% less call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.95B

16% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 889

29% less funds holding in top 10

Funds holding in top 10: 8057 (-23)

Holders
2,299
Holders Change
+193
Holders Change %
+9.16%
% of All Funds
35.38%
Holding in Top 10
57
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-28.75%
% of All Funds
0.88%
New
311
Increased
749
Reduced
889
Closed
87
Calls
$1.84B
Puts
$1.95B
Net Calls
-$104M
Net Calls Change
-$267M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
351
Chesley Taft & Associates
Illinois
$14.9M -$396K -4,213 -2%
ETC
352
Exchange Traded Concepts
Oklahoma
$14.7M +$2.88M +30,655 +22%
TC
353
TwinBeech Capital
New York
$14.5M +$15.6M +166,456 New
MA
354
MUFG Americas
New York
$14.5M -$185K -1,967 -1%
JIC
355
Johnson Investment Counsel
Ohio
$14.5M -$687K -7,320 -4%
LS
356
Livforsakringsbolaget Skandia
Sweden
$14.4M -$864K -9,200 -5%
AAF
357
Andra AP-fonden
Sweden
$14.1M -$2.69M -28,700 -15%
PP
358
Paloma Partners
Connecticut
$14.1M +$14.6M +155,473 +2,728%
LNB
359
Ledyard National Bank
$14M -$483K -5,140 -3%
TAM
360
Tocqueville Asset Management
New York
$14M -$497K -5,292 -3%
TAF
361
Tredje AP-fonden
Sweden
$14M
PFU
362
Parus Finance (UK)
United Kingdom
$13.9M +$1.37M +14,628 +10%
DJSG
363
D.J. St. Germain
Massachusetts
$13.8M -$1.54M -16,453 -9%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$13.8M +$14.8M +158,144 New
PFM
365
Parsec Financial Management
North Carolina
$13.6M -$317K -3,378 -2%
PWAG
366
Polaris Wealth Advisory Group
California
$13.5M -$685K -7,299 -5%
SBH
367
Segall Bryant & Hamill
Illinois
$13.5M +$163K +1,739 +1%
WC
368
Woodstock Corp
Massachusetts
$13.4M -$594K -6,322 -4%
Wolverine Trading
369
Wolverine Trading
Illinois
$13.2M +$14.1M +150,205 New
FM
370
Foster & Motley
Ohio
$13.2M -$371K -3,950 -3%
BCI
371
Brinker Capital Investments
Pennsylvania
$13.2M +$4.57M +48,654 +47%
SCM
372
Shelton Capital Management
Colorado
$13.2M +$4.35M +46,359 +44%
EWA
373
Exencial Wealth Advisors
Oklahoma
$13M -$4.3M -45,754 -23%
WAS
374
Wesleyan Assurance Society
United Kingdom
$13M +$93.9K +1,000 +0.7%
SMI
375
Shelter Mutual Insurance
Missouri
$13M

ORCL Hedge Fund Activity: Q4 2021 in Review

2,299 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2021, worth a combined $98B — down 3.1% from $101B a quarter earlier.

Buyers outnumbered sellers: 311 funds opened new ORCL positions and 87 closed out — a net gain of 224 holders — while 749 added to existing stakes and 889 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $393M. The largest seller was Franklin Resources, cutting an estimated $299M.

  • 2,299 institutional investors held Oracle (ORCL) as of Q4 2021, up from 2,106 in Q3 2021.
  • Funds reported $98B of Oracle stock for Q4 2021, down 3.1% quarter-over-quarter.
  • 311 funds opened new Oracle positions in Q4 2021 and 87 closed out, a net change of +224 holders.
  • The largest Oracle buyer in Q4 2021 was D.E. Shaw & Co, an estimated $393M added.
  • The largest Oracle seller in Q4 2021 was Franklin Resources, an estimated $299M sold.

Based on aggregated 13F filings for Q4 2021.