ORCL icon

Oracle
ORCL

Overview Fund Activity

2,291 hedge funds and large institutions have $97.8B invested in Oracle in 2021 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 749 increasing their positions, 884 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+192
Holders Change %
+9.15%
% 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
310
Increased
749
Reduced
884
Closed
87
Calls
$1.84B
Puts
$1.95B
Net Calls
-$104M
Net Calls Change
-$267M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$365M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$334M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$289M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$219M
5
BlackRock
BlackRock
New York
+$165M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$285M
2
Franklin Resources
Franklin Resources
California
-$278M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$247M
4
Boston Partners
Boston Partners
Massachusetts
-$210M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
551
Smithfield Trust
Pennsylvania
$6.16M -$31.1K -357 -0.5%
SC
552
Sawyer & Company
Massachusetts
$6.09M +$14.1K +162 +0.2%
Wealth Enhancement Advisory Services
553
Wealth Enhancement Advisory Services
Minnesota
$6.07M -$3.7M -46,295 -38%
WHG
554
Westwood Holdings Group
Texas
$6.05M +$2.35M +26,918 +63%
CG
555
Caprock Group
Idaho
$6.03M +$31.5K +361 +0.5%
GFA
556
Gifford Fong Associates
California
$6.02M – – –
SFO
557
Stokes Family Office
Louisiana
$6.01M +$87.7K +1,006 +1%
UHC
558
Union Heritage Capital
Michigan
$5.97M -$872K -10,000 -13%
AF
559
Arrow Financial
New York
$5.93M +$285K +3,274 +5%
BTWM
560
Baker Tilly Wealth Management
Wisconsin
$5.92M +$859K +9,854 +17%
CWM
561
Concentric Wealth Management
California
$5.9M -$45.8K -525 -0.8%
BAM
562
Barrett Asset Management
New York
$5.85M +$487K +5,581 +9%
NSEDCP
563
NJ State Employees Deferred Compensation Plan
New Jersey
$5.84M -$436K -5,000 -7%
SSW
564
Smith Shellnut Wilson
Mississippi
$5.84M -$24.5K -281 -0.4%
EWM
565
Empirical Wealth Management
Washington
$5.77M +$1.48M +16,926 +34%
AUB
566
Atlantic Union Bankshares
Virginia
$5.75M -$84.6K -970 -1%
HWM
567
HB Wealth Management
Georgia
$5.75M +$5.75M +65,886 New
CT
568
Chicago Trust
Illinois
$5.73M -$213K -2,439 -4%
BFS
569
Bard Financial Services
Connecticut
$5.72M +$131K +1,500 +2%
LAM
570
Lountzis Asset Management
Pennsylvania
$5.69M – – –
RBA
571
Richard Bernstein Advisors
New York
$5.68M – – –
BPA
572
Beacon Pointe Advisors
California
$5.66M +$191K +2,185 +3%
CNB
573
Camden National Bank
Maine
$5.63M -$41K -470 -0.7%
CWM
574
Calamos Wealth Management
Illinois
$5.62M +$504K +5,780 +10%
ACI
575
Alpha Cubed Investments
California
$5.54M -$183K -2,101 -3%
21 22
23
24 25