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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
CNB
576
Camden National Bank
Maine
$5.63M -$44.1K -470 -0.7%
CWM
577
Calamos Wealth Management
Illinois
$5.62M +$543K +5,780 +10%
ACI
578
Alpha Cubed Investments
California
$5.54M -$197K -2,101 -3%
GAM
579
Griffin Asset Management
New York
$5.53M -$4.7K -50 -0.1%
AC
580
Abbrea Capital
California
$5.46M -$5.16K -55 -0.1%
SC
581
Stolper & Co
Oklahoma
$5.46M -$3K -32 -0.1%
IHL
582
Investment House LLC
California
$5.45M -$183K -1,950 -3%
CC
583
Cannell & Co
New York
$5.42M -$376K -4,006 -6%
AWM
584
Avior Wealth Management
Nebraska
$5.39M +$363K +3,871 +7%
FA
585
FDx Advisors
Illinois
$5.39M +$2.07M +22,037 +55%
EI
586
Ethic Inc
New York
$5.37M +$493K +5,253 +9%
PCTC
587
Perkins Coie Trust Company
Washington
$5.37M +$62.3K +663 +1%
DBG
588
De Burlo Group
Massachusetts
$5.36M -$4.66M -49,600 -45%
SB
589
Simmons Bank
Arkansas
$5.34M -$257K -2,737 -4%
SCM
590
Spring Capital Management
Texas
$5.34M +$5.74M +61,185 New
ZCA
591
Zeke Capital Advisors
Pennsylvania
$5.33M +$662K +7,051 +13%
Balyasny Asset Management
592
Balyasny Asset Management
Illinois
$5.28M -$51.1M -544,560 -90%
MYAM
593
Meiji Yasuda Asset Management
Japan
$5.26M -$137K -1,456 -2%
HFS
594
Hantz Financial Services
Michigan
$5.25M +$245K +2,609 +5%
AIM
595
Avity Investment Management
Connecticut
$5.24M -$65.3K -695 -1%
CT
596
Coastline Trust
Rhode Island
$5.18M -$31.9K -340 -0.6%
CIC
597
Cornercap Investment Counsel
Georgia
$5.17M -$442K -4,711 -7%
IC
598
IEQ Capital
California
$5.14M +$433K +4,616 +9%
IMPI
599
Ilmarinen Mutual Pension Insurance
Finland
$5.01M
SCA
600
Snowden Capital Advisors
New York
$5.01M -$1.83M -19,476 -25%

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.