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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
UCI
826
Uncommon Cents Investing
Wisconsin
$2.59M -$51.2K -545 -2%
FSA
827
Franklin Street Advisors
North Carolina
$2.59M -$42.1K -448 -1%
DCM
828
Decatur Capital Management
Georgia
$2.57M -$32.8K -349 -1%
RFA
829
Reilly Financial Advisors
California
$2.56M -$179K -1,902 -6%
SWA
830
SOA Wealth Advisors
New York
$2.56M +$87.5K +932 +3%
HBT
831
Hills Bank & Trust
Iowa
$2.56M -$247K -2,630 -8%
SNBOSCI
832
Security National Bank of Sioux City Iowa
Iowa
$2.55M -$21.4K -228 -0.8%
AAS
833
Ameritas Advisory Services
Nebraska
$2.54M +$2.73M +29,125 New
GSC
834
G&S Capital
Colorado
$2.54M +$966K +10,292 +55%
AAS
835
Avantax Advisory Services
Texas
$2.53M +$371K +3,948 +16%
ADL
836
Asset Dedication LLC
California
$2.53M +$75.1K +800 +3%
M
837
Mirova
France
$2.53M +$887K +9,450 +48%
CGL
838
Clarius Group LLC
Washington
$2.52M +$33.8K +360 +1%
NSB
839
Norway Savings Bank
Maine
$2.51M -$137K -1,457 -5%
CA
840
Cetera Advisors
Colorado
$2.49M -$312K -3,322 -10%
KFP
841
KMG Fiduciary Partners
Ohio
$2.49M +$61.3K +653 +2%
AWM
842
Altium Wealth Management
New York
$2.46M +$135K +1,443 +5%
BG
843
Bahl & Gaynor
Ohio
$2.46M -$14.6K -156 -0.6%
IRF
844
IBM Retirement Fund
New York
$2.45M -$1.84M -19,546 -41%
CPA
845
Capital Planning Advisors
California
$2.44M +$43.7K +465 +2%
B
846
Barings
North Carolina
$2.44M -$589K -6,278 -18%
SLI
847
Sumitomo Life Insurance
Japan
$2.44M -$77.5K -825 -3%
SGI
848
Summit Global Investments
Utah
$2.42M +$24K +256 +0.9%
IPW
849
Inlet Private Wealth
Florida
$2.42M
MPI
850
Mairs & Power Inc
Minnesota
$2.41M +$145K +1,546 +6%

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.