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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
NCM
501
Neumann Capital Management
California
$7.45M -$140K -1,495 -2%
AI
502
AXS Investments
New York
$7.41M +$7.98M +85,012 New
SSB
503
Sandy Spring Bank
Maryland
$7.31M +$188K +2,000 +2%
WTC
504
WhitTier Trust Company
Nevada
$7.31M -$31.1K -331 -0.4%
TAIM
505
Te Ahumairangi Investment Management
New Zealand
$7.29M +$2.03M +21,600 +35%
HT
506
Heritage Trust
Oklahoma
$7.27M +$233K +2,481 +3%
TI
507
Tidal Investments
Wisconsin
$7.26M -$21.7M -231,096 -74%
AP
508
Archon Partners
New Jersey
$7.22M +$7.77M +82,800 New
FQ
509
First Quadrant
California
$7.22M
TIM
510
Thompson Investment Management
Wisconsin
$7.21M -$98.8K -1,052 -1%
P
511
Pitcairn
Pennsylvania
$7.21M +$216K +2,303 +3%
EOJOAM
512
E. Ohman J:or Asset Management
Sweden
$7.15M -$310K -3,300 -4%
WB
513
Webster Bank
Connecticut
$7.12M -$355K -3,783 -4%
VFA
514
Valeo Financial Advisors
Indiana
$7.08M -$53.5K -570 -0.7%
AR
515
Advisory Research
Illinois
$7.08M -$104K -1,104 -1%
SFI
516
Siemens Fonds Invest
Germany
$7.04M -$281K -2,988 -4%
GIA
517
GHP Investment Advisors
Colorado
$7.03M +$4.32K +46 +0.1%
MYIA
518
Mount Yale Investment Advisors
Colorado
$7.01M +$93.6K +997 +1%
JG
519
Jefferies Group
New York
$6.97M +$6.16M +65,650 +461%
FPFS
520
First Personal Financial Services
North Carolina
$6.96M -$363K -3,871 -5%
CIA
521
Capital Investment Advisors
Georgia
$6.92M +$519K +5,529 +7%
LRIC
522
Long Road Investment Counsel
Michigan
$6.87M -$282K -3,000 -4%
Eagle Capital Management (New York)
523
Eagle Capital Management (New York)
New York
$6.84M
MLL
524
Moody Lynn & Lieberson
Massachusetts
$6.82M +$1.49M +15,918 +26%
BCV
525
Banque Cantonale Vaudoise
Switzerland
$6.81M +$1.05M +11,200 +17%

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.