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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
TA
426
Tiedemann Advisors
New York
$9.95M
AAM
427
Advisors Asset Management
Colorado
$9.9M +$9.77K +104 +0.1%
LGF
428
LGT Group Foundation
Liechtenstein
$9.83M +$10.6M +112,694 New
PFPT
429
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.8M -$1.47M -15,692 -12%
SPIA
430
Steward Partners Investment Advisory
New York
$9.74M +$382K +4,067 +4%
Kovitz Investment Group Partners
431
Kovitz Investment Group Partners
Illinois
$9.73M +$1.61M +17,142 +13%
MG
432
Mather Group
Illinois
$9.66M +$194K +2,066 +2%
MIM
433
Marco Investment Management
Georgia
$9.63M -$16.5K -176 -0.2%
AIM
434
Aigen Investment Management
New York
$9.61M +$9.96M +106,121 New
SF
435
Synovus Financial
Georgia
$9.58M +$157K +1,669 +2%
MBTD
436
Mechanics Bank - Trust Department
California
$9.43M -$69K -735 -0.7%
PSUF
437
People's United Financial
Connecticut
$9.39M -$3.51M -37,363 -26%
WJWM
438
Williams Jones Wealth Management
New York
$9.39M -$34.2K -364 -0.3%
DADC
439
D.A. Davidson & Co
Montana
$9.36M -$40.4K -430 -0.4%
KA
440
Kintegral Advisory
New York
$9.36M
CTA
441
Colonial Trust Advisors
South Carolina
$9.33M -$121K -1,294 -1%
PCM
442
Parsons Capital Management
Rhode Island
$9.3M -$121K -1,294 -1%
MCM
443
MAI Capital Management
Ohio
$9.25M +$312K +3,319 +3%
PTB
444
Pioneer Trust Bank
Oregon
$9.21M -$117K -1,250 -1%
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.21M -$4.07M -43,387 -29%
SAM
446
SP Asset Management
California
$9.18M +$68.2K +726 +0.6%
OSIA
447
O'Shares Investment Advisers
Massachusetts
$9.14M -$75.4K -803 -0.8%
PAM
448
Panagora Asset Management
Massachusetts
$9.08M +$4.86M +51,762 +99%
FAT
449
First American Trust
California
$8.96M +$295K +3,140 +3%
DC
450
Davenport & Co
Virginia
$8.89M +$11K +117 +0.1%

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.