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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
VIA
476
Vident Investment Advisory
Georgia
$8.1M -$8.18M -87,127 -48%
HI
477
Horizon Investments
North Carolina
$8.1M -$3.92M -41,733 -31%
CIP
478
Chartwell Investment Partners
Pennsylvania
$8.1M +$35.6K +379 +0.4%
GAB
479
German American Bancorp
Indiana
$8.05M +$155K +1,646 +2%
FFIC
480
First Fiduciary Investment Counsel
Ohio
$8.01M +$321K +3,418 +4%
RIL
481
Rothschild Investment LLC
Illinois
$7.99M -$13.1K -140 -0.2%
CANC
482
Culbertson A N & Co
Virginia
$7.95M -$349K -3,718 -4%
CCM
483
Cohen Capital Management
California
$7.95M -$2.06M -21,900 -19%
SGA
484
Strategic Global Advisors
California
$7.87M +$694K +7,389 +9%
BCM
485
Bayesian Capital Management
New York
$7.83M +$8.43M +89,800 New
SSA
486
Schonfeld Strategic Advisors
New York
$7.8M +$8.39M +89,405 New
HFS
487
Haverford Financial Services
Pennsylvania
$7.76M -$249K -2,647 -3%
SWP
488
Stratos Wealth Partners
Ohio
$7.75M +$314K +3,345 +4%
GCMG
489
Gyroscope Capital Management Group
Florida
$7.75M +$589K +6,275 +8%
VHAM
490
Van Hulzen Asset Management
California
$7.74M +$7.71M +82,156 +1,274%
AP
491
Advisor Partners
California
$7.68M -$182K -1,939 -2%
CG
492
Colony Group
Massachusetts
$7.68M +$4.39M +46,761 +113%
WIS
493
Wright Investors Service
Connecticut
$7.66M +$1.34M +14,237 +19%
QPWM
494
Quadrant Private Wealth Management
Pennsylvania
$7.65M -$2.81M -29,896 -25%
Lido Advisors
495
Lido Advisors
California
$7.59M +$1.2M +12,784 +17%
Cerity Partners
496
Cerity Partners
New York
$7.59M +$1.78M +18,940 +25%
DGAM
497
Desjardins Global Asset Management
Quebec, Canada
$7.58M +$8.16M +86,874 New
EWM
498
Evercore Wealth Management
New York
$7.57M -$98.4K -1,048 -1%
EP
499
Edgestream Partners
New Jersey
$7.55M +$7.87M +83,860 +3,040%
V
500
Veritable
Delaware
$7.54M -$39.6K -422 -0.5%

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.