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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
FBC
551
Fairfield, Bush & Co
Connecticut
$6.24M -$2.93M -31,230 -30%
DBT
552
Dubuque Bank & Trust
Iowa
$6.21M -$262K -2,795 -4%
HC
553
Hourglass Capital
Texas
$6.18M -$1.77M -18,877 -21%
ST
554
Smithfield Trust
Pennsylvania
$6.16M -$33.5K -357 -0.5%
SC
555
Sawyer & Company
Massachusetts
$6.09M +$15.2K +162 +0.2%
Wealth Enhancement Advisory Services
556
Wealth Enhancement Advisory Services
Minnesota
$6.07M -$4.35M -46,295 -38%
WHG
557
Westwood Holdings Group
Texas
$6.05M +$2.53M +26,918 +63%
CG
558
Caprock Group
Idaho
$6.03M +$33.9K +361 +0.5%
GFA
559
Gifford Fong Associates
California
$6.02M
SFO
560
Stokes Family Office
Louisiana
$6M +$94.5K +1,006 +1%
UHC
561
Union Heritage Capital
Michigan
$5.97M -$939K -10,000 -13%
AF
562
Arrow Financial
New York
$5.92M +$307K +3,274 +5%
BTWM
563
Baker Tilly Wealth Management
Wisconsin
$5.92M +$925K +9,854 +17%
CWM
564
Concentric Wealth Management
California
$5.9M -$49.3K -525 -0.8%
BAM
565
Barrett Asset Management
New York
$5.85M +$524K +5,581 +9%
NSEDCP
566
NJ State Employees Deferred Compensation Plan
New Jersey
$5.84M -$469K -5,000 -7%
SSW
567
Smith Shellnut Wilson
Mississippi
$5.84M -$26.4K -281 -0.4%
EWM
568
Empirical Wealth Management
Washington
$5.77M +$1.59M +16,926 +34%
AUB
569
Atlantic Union Bankshares
Virginia
$5.75M -$91.1K -970 -1%
HWM
570
HB Wealth Management
Georgia
$5.75M +$6.19M +65,886 New
CT
571
Chicago Trust
Illinois
$5.73M -$229K -2,439 -4%
BFS
572
Bard Financial Services
Connecticut
$5.72M +$141K +1,500 +2%
LAM
573
Lountzis Asset Management
Pennsylvania
$5.69M
RBA
574
Richard Bernstein Advisors
New York
$5.67M
BPA
575
Beacon Pointe Advisors
California
$5.66M +$205K +2,185 +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.