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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
AFG
401
Albion Financial Group
Utah
$11.5M +$1.28M +13,649 +12%
GHA
402
GW Henssler & Associates
Georgia
$11.4M +$35.7K +380 +0.3%
PAG
403
Private Advisor Group
New Jersey
$11.3M -$4.74M -50,446 -28%
EAM
404
Erste Asset Management
Austria
$11.3M -$860K -9,159 -7%
UB
405
UMB Bank
Missouri
$11.2M +$3.5M +37,233 +41%
BAM
406
Bell Asset Management
Australia
$11.1M +$396K +4,222 +3%
MSRPS
407
Maryland State Retirement & Pension System
Maryland
$11.1M -$170K -1,809 -1%
BCA
408
Bernzott Capital Advisors
California
$11M -$618K -6,585 -5%
EMPI
409
Elo Mutual Pension Insurance
Finland
$11M -$418K -4,448 -3%
FVCM
410
F&V Capital Management
Florida
$11M +$1.18M +12,615 +11%
MGIA
411
Matthew Goff Investment Advisor
Texas
$10.8M -$1.66M -17,661 -12%
GIM
412
Grassi Investment Management
California
$10.8M +$94 +1 +0%
ADEF
413
Adams Diversified Equity Fund
Maryland
$10.7M
PAM
414
Private Asset Management
California
$10.6M -$107K -1,140 -0.9%
WF
415
Welch & Forbes
Massachusetts
$10.6M -$562K -5,984 -5%
TRSOTSOK
416
Teachers Retirement System of the State of Kentucky
Kentucky
$10.6M -$26.3M -280,332 -70%
NC
417
Naman Capital
Brazil
$10.5M
PAIM
418
Punch & Associates Investment Management
Minnesota
$10.4M +$29.1K +310 +0.3%
KWM
419
Kingsview Wealth Management
Oregon
$10.4M -$16.1K -172 -0.1%
Wealthfront Advisers
420
Wealthfront Advisers
California
$10.3M -$383K -4,075 -3%
MML Investors Services
421
MML Investors Services
Massachusetts
$10.3M -$245K -2,605 -2%
CAN
422
Cetera Advisor Networks
California
$10.1M -$227K -2,421 -2%
IMRF
423
Illinois Municipal Retirement Fund
Illinois
$10.1M +$2.61M +27,780 +32%
SMDAM
424
Sumitomo Mitsui DS Asset Management
Japan
$10M -$768K -8,183 -7%
Daiwa Securities Group
425
Daiwa Securities Group
Japan
$10M -$880K -9,374 -8%

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.