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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
WG
726
Welch Group
Alabama
$3.38M +$168K +1,791 +5%
BRWA
727
B. Riley Wealth Advisors
Florida
$3.38M +$128K +1,367 +4%
BPC
728
Banque Pictet & Cie
Switzerland
$3.38M +$357K +3,807 +11%
RWA
729
Ropes Wealth Advisors
Massachusetts
$3.37M -$1.1M -11,751 -23%
CTC
730
Central Trust Company
Missouri
$3.36M -$22.1K -235 -0.6%
WS
731
Wedbush Securities
California
$3.34M +$228K +2,431 +7%
LMIM
732
Lockheed Martin Investment Management
Maryland
$3.33M
OC
733
Oppenheimer & Co
New York
$3.33M -$297K -3,164 -8%
TC
734
Telemus Capital
Michigan
$3.3M -$128K -1,359 -3%
BCWM
735
Bartlett & Co Wealth Management
Ohio
$3.29M -$38.5K -410 -1%
BC
736
Bartlett & Co
Ohio
$3.29M -$38.5K -410 -1%
CPSAC
737
Chas P. Smith & Associates (CPS)
Florida
$3.26M -$140K -1,490 -4%
VF
738
Virtu Financial
New York
$3.25M +$3.5M +37,232 New
BDF
739
Balasa Dinverno & Foltz
$3.25M -$101K -1,080 -3%
TCA
740
Transcend Capital Advisors
New Jersey
$3.24M +$54K +575 +2%
SW
741
SteelPeak Wealth
California
$3.23M -$91.7K -977 -3%
WAM
742
Westport Asset Management
Connecticut
$3.23M
CI
743
Cigna Investments
Connecticut
$3.22M -$1.34M -14,282 -28%
ACP
744
Ashfield Capital Partners
California
$3.22M -$188K -1,999 -5%
PCA
745
Personal Capital Advisors
California
$3.21M +$201K +2,143 +6%
RCA
746
Resonant Capital Advisors
Wisconsin
$3.21M +$283K +3,011 +9%
JAFL
747
Jay A. Fishman Ltd
Michigan
$3.21M -$9.39K -100 -0.3%
HFM
748
Hartford Financial Management
Connecticut
$3.2M -$69.5K -740 -2%
AIIMS
749
Analyst IMS Investment Management Services
Israel
$3.19M -$210K -2,240 -6%
ACM
750
Alpha Capital Management
Texas
$3.19M +$1.01M +10,794 +42%

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.