We are live on ! Find out more
ORCL icon

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
NMIMC
526
Northwestern Mutual Investment Management Company
Wisconsin
$6.79M -$308K -3,282 -4%
CNC
527
Canandaigua National Corp
New York
$6.79M -$132K -1,407 -2%
DWM
528
Dorchester Wealth Management
Quebec, Canada
$6.78M -$58.2K -620 -0.8%
PFO
529
Pathstone Family Office
New Jersey
$6.75M +$486K +5,172 +7%
BMSSC
530
B. Metzler seel. Sohn & Co
Germany
$6.75M +$121K +1,292 +2%
NIC
531
Northwest Investment Counselors
Oregon
$6.74M -$74.1K -789 -1%
WIC
532
WealthBridge Investment Counsel
Alberta, Canada
$6.74M -$59.6K -635 -0.8%
RGI
533
River Global Investors
United Kingdom
$6.64M -$3.25M -34,600 -31%
Bessemer Group
534
Bessemer Group
New Jersey
$6.64M +$1.02M +10,854 +17%
DA
535
Duality Advisers
Florida
$6.62M +$7.13M +75,901 New
CCM
536
Coldstream Capital Management
Washington
$6.6M +$5.6M +59,661 +372%
ATC
537
Argent Trust Co
Tennessee
$6.58M -$249K -2,656 -3%
PP
538
Prospector Partners
Connecticut
$6.57M -$108K -1,150 -2%
VPIM
539
Vanguard Personalized Indexing Management
California
$6.56M +$3.26M +34,729 +86%
BHTS
540
Bar Harbor Trust Services
Maine
$6.54M +$1.55M +16,460 +28%
EW
541
Evoke Wealth
California
$6.52M -$101K -1,079 -1%
BIP
542
Brandes Investment Partners
California
$6.5M -$6.05M -64,457 -46%
EIP
543
Easterly Investment Partners
Massachusetts
$6.5M -$63.6K -677 -0.9%
ASN
544
Advisory Services Network
Georgia
$6.49M +$610K +6,502 +10%
SCM
545
Sitrin Capital Management
California
$6.45M +$6.94M +73,912 New
DMBA
546
Deseret Mutual Benefit Administrators
Utah
$6.35M +$421K +4,480 +7%
CK
547
Cohen Klingenstein
New York
$6.34M
AAS
548
Annex Advisory Services
Wisconsin
$6.3M +$6.52M +69,485 +2,526%
TFA
549
Toth Financial Advisory
Virginia
$6.29M -$992K -10,561 -13%
SC
550
Scotia Capital
Ontario, Canada
$6.27M -$193K -2,055 -3%

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.