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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
LP
26
Longview Partners
Guernsey
$715M -$87.7M -933,658 -10%
ClearBridge Investments
27
ClearBridge Investments
New York
$702M +$10.9M +116,133 +1%
UBS AM
28
UBS AM
Illinois
$681M -$52M -553,387 -7%
IFP
29
Independent Franchise Partners
United Kingdom
$592M -$45.1M -480,489 -7%
Harris Associates
30
Harris Associates
Illinois
$586M -$54.3M -578,475 -8%
Barrow, Hanley, Mewhinney & Strauss
31
Barrow, Hanley, Mewhinney & Strauss
Texas
$573M -$15M -159,269 -2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$561M -$178M -1,900,231 -23%
Swiss National Bank
33
Swiss National Bank
Switzerland
$555M -$98M -1,043,700 -14%
First Trust Advisors
34
First Trust Advisors
Illinois
$553M +$12.1M +128,604 +2%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$541M +$311M +3,312,301 +114%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$533M -$67.6M -719,612 -11%
Invesco
37
Invesco
Georgia
$523M -$105M -1,115,736 -16%
Macquarie Group
38
Macquarie Group
Australia
$520M -$89.4M -952,184 -14%
Ameriprise
39
Ameriprise
Minnesota
$479M +$8.77M +93,431 +2%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$464M -$33.4M -355,378 -6%
Wells Fargo
41
Wells Fargo
California
$460M -$94.3M -1,004,108 -16%
UBS Group
42
UBS Group
Switzerland
$437M -$38.6M -410,932 -8%
Deutsche Bank
43
Deutsche Bank
Germany
$435M -$81.5M -868,286 -15%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$421M +$393M +4,182,743 +646%
Allianz Asset Management
45
Allianz Asset Management
Germany
$416M +$170M +1,805,765 +61%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$415M -$67.8M -722,267 -13%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$414M -$8.15M -86,776 -2%
PI
48
Putnam Investments
Massachusetts
$388M -$1.8M -19,213 -0.4%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$387M -$9.35M -99,592 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$355M +$13.9M +148,024 +4%

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.