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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
SFG
676
SevenBridge Financial Group
Pennsylvania
$3.98M -$45K -479 -1%
GGI
677
GPM Growth Investors
Michigan
$3.95M -$16.9K -180 -0.4%
JAG
678
Journey Advisory Group
Kentucky
$3.95M -$19.1K -203 -0.4%
H
679
HoyleCohen
California
$3.95M -$138K -1,472 -3%
SA
680
SRN Advisors
Pennsylvania
$3.94M -$756K -8,053 -15%
PCA
681
Providence Capital Advisors
North Carolina
$3.93M +$3.83M +40,793 +954%
NIMI
682
Natixis Investment Managers International
France
$3.92M +$237K +2,524 +6%
AC
683
Addison Capital
Pennsylvania
$3.9M
MA
684
Mutual Advisors
Nebraska
$3.88M +$15.8K +168 +0.4%
BCFS
685
Butensky & Cohen Financial Security
Florida
$3.86M -$137K -1,457 -3%
DCM
686
Delta Capital Management
New Jersey
$3.85M -$5.16K -55 -0.1%
Jones Financial Companies
687
Jones Financial Companies
Missouri
$3.85M -$48.5K -517 -1%
PA
688
Parallel Advisors
California
$3.83M +$230K +2,446 +6%
SIAG
689
Signet Investment Advisory Group
Rhode Island
$3.82M -$112K -1,190 -3%
AT
690
Arden Trust
Delaware
$3.81M -$93K -990 -2%
QT
691
Quantbot Technologies
New York
$3.77M +$4.06M +43,202 New
RAM
692
Roanoke Asset Management
New Jersey
$3.75M -$24.7K -263 -0.6%
OAM
693
Oak Asset Management
California
$3.75M -$2.82K -30 -0.1%
IC
694
Intersect Capital
California
$3.73M +$208K +2,211 +5%
FWM
695
Fairhaven Wealth Management
Illinois
$3.73M +$35.3K +376 +0.9%
RWA
696
River Wealth Advisors
Pennsylvania
$3.73M -$67.5K -719 -2%
MOS
697
MGO One Seven
Ohio
$3.72M +$1.06M +11,304 +36%
DA
698
DCF Advisers
Connecticut
$3.71M +$235K +2,500 +6%
KRSITF
699
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.66M -$78.2K -833 -2%
CAC
700
Core Alternative Capital
Georgia
$3.66M -$120K -1,276 -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.