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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
CFB
376
Cullen/Frost Bankers
Texas
$12.9M -$1.43M -15,201 -9%
ECM
377
Evergreen Capital Management
Washington
$12.9M +$703K +7,483 +5%
PP
378
Prudential plc
United Kingdom
$12.9M -$2.68M -28,539 -16%
WAM
379
Winslow Asset Management
Ohio
$12.8M +$48K +511 +0.3%
CS
380
Candriam SCA
Luxembourg
$12.8M +$1.56M +16,618 +13%
Pacer Advisors
381
Pacer Advisors
Pennsylvania
$12.7M +$4.44M +47,255 +48%
SWA
382
ShankerValleau Wealth Advisors
Illinois
$12.7M +$13.6M +145,161 New
LM
383
Lincluden Management
Ontario, Canada
$12.5M -$144K -1,538 -1%
EWM
384
Endurance Wealth Management
Rhode Island
$12.5M -$693K -7,385 -5%
TC
385
TownSquare Capital
Utah
$12.4M +$1.72M +18,329 +15%
NRS
386
Neville Rodie & Shaw
New York
$12.4M -$202K -2,147 -1%
SC
387
Sepio Capital
Utah
$12.2M -$146K -1,556 -1%
SFI
388
Susquehanna Fundamental Investments
Pennsylvania
$12.2M +$1.07M +11,420 +9%
WB
389
WesBanco Bank
West Virginia
$12.2M -$1.77M -18,848 -12%
CA
390
CSM Advisors
Pennsylvania
$12.2M -$765K -8,150 -6%
SAM
391
Securian Asset Management
Minnesota
$12.1M -$115K -1,226 -0.9%
PAM
392
Peak Asset Management
Colorado
$12.1M -$157K -1,668 -1%
NB
393
Norinchukin Bank
Japan
$12M -$353K -3,757 -3%
SIMG
394
Sonora Investment Management Group
Arizona
$12M +$12.9M +137,921 New
TRCT
395
Tower Research Capital (TRC)
New York
$11.9M +$10.8M +114,706 +526%
DY
396
Dowling & Yahnke
California
$11.9M -$138K -1,471 -1%
Thrivent Financial for Lutherans
397
Thrivent Financial for Lutherans
Minnesota
$11.9M +$54.6K +581 +0.4%
BF
398
BOK Financial
Oklahoma
$11.7M +$691K +7,359 +6%
SCM
399
Stonebridge Capital Management
California
$11.6M -$230K -2,450 -2%
DWM
400
Dakota Wealth Management
Florida
$11.5M -$109K -1,164 -0.9%

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.