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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
HKIM
601
Hayek Kallen Investment Management
Alabama
$4.99M -$90.4K -963 -2%
RMC
602
Resources Management Corp
Connecticut
$4.92M -$7.51K -80 -0.1%
AA
603
Ancora Advisors
Ohio
$4.92M -$112K -1,190 -2%
LNWWM
604
Laird Norton Wetherby Wealth Management
California
$4.91M -$205K -2,183 -4%
AHC
605
Adell Harriman & Carpenter
Texas
$4.88M -$60.3K -642 -1%
AP
606
Arlington Partners
Alabama
$4.88M -$404K -4,298 -7%
CC
607
Courier Capital
New York
$4.85M -$104K -1,111 -2%
CA
608
Clearstead Advisors
Ohio
$4.84M +$476K +5,068 +10%
CCM
609
Covington Capital Management
California
$4.82M -$9.67K -103 -0.2%
IWC
610
Integrated Wealth Concepts
Massachusetts
$4.8M +$488K +5,199 +10%
MSS
611
Mitchell Sinkler & Starr
Pennsylvania
$4.79M +$5.16M +54,968 New
SBIA
612
Sheaff Brock Investment Advisors
Indiana
$4.77M +$207K +2,201 +4%
FMTC
613
Farmers & Merchants Trust Company
California
$4.76M +$71.5K +762 +1%
SYBT
614
Stock Yards Bank & Trust
Kentucky
$4.76M +$981K +10,445 +24%
HCMT
615
Highland Capital Management (Tennessee)
Tennessee
$4.75M -$632K -6,729 -11%
KTM
616
Keeler Thomas Management
Utah
$4.73M +$181K +1,927 +4%
CCM
617
Cullen Capital Management
New York
$4.7M -$107K -1,138 -2%
BBA
618
Baader Bank Aktiengesellschaft
Germany
$4.67M +$5.02M +53,500 New
ECM
619
Everence Capital Management
Indiana
$4.63M +$363K +3,870 +8%
BPM
620
Bowling Portfolio Management
Ohio
$4.59M -$103K -1,092 -2%
ECM
621
EagleClaw Capital Management
Massachusetts
$4.59M
SI
622
Stephens Inc
Arkansas
$4.58M -$766K -8,158 -13%
RWM
623
Ritholtz Wealth Management
New York
$4.58M +$240K +2,557 +5%
BCM
624
Beddow Capital Management
Wyoming
$4.58M +$14.1K +150 +0.3%
PCA
625
Pallas Capital Advisors
Massachusetts
$4.53M +$134K +1,427 +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.