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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
S
851
SignatureFD
Georgia
$2.41M +$108K +1,151 +4%
VRM
852
Vectors Research Management
New York
$2.41M +$9.48K +101 +0.4%
HC
853
HNP Capital
New York
$2.4M
PMG
854
ProVise Management Group
Florida
$2.39M +$50.6K +539 +2%
HA
855
Heartland Advisors
Wisconsin
$2.39M -$193K -2,053 -7%
GWM
856
Geneos Wealth Management
Colorado
$2.37M +$36.5K +389 +1%
FLPIM
857
F.L. Putnam Investment Management
Massachusetts
$2.37M +$869K +9,255 +52%
OLVIG
858
Oliver Lagore Vanvalin Investment Group
Michigan
$2.36M +$2.54M +27,050 New
FMBTD
859
First Midwest Bank Trust Division
Illinois
$2.35M +$149K +1,584 +6%
EI
860
EDMP Inc
Florida
$2.34M -$138K -1,474 -5%
CWP
861
Capital Wealth Planning
Florida
$2.34M -$55.4K -590 -2%
FCM
862
Fairbanks Capital Management
California
$2.33M -$1.97K -21 -0.1%
RPWA
863
Regent Peak Wealth Advisors
Georgia
$2.31M -$8.83K -94 -0.4%
FMC
864
First Merchants Corp
Indiana
$2.31M -$126K -1,345 -5%
JWCA
865
J.W. Coons Advisors
Ohio
$2.31M
NFG
866
Nadler Financial Group
Illinois
$2.3M -$22K -234 -0.9%
SB
867
Sunflower Bank
Texas
$2.27M -$70.2K -748 -3%
PFS
868
Physicians Financial Services
North Carolina
$2.26M -$8.45K -90 -0.3%
AIP
869
Ameritas Investment Partners
Nebraska
$2.25M -$114K -1,219 -5%
BO
870
BRR OpCo
Ohio
$2.25M -$25.2K -268 -1%
ANB
871
Amarillo National Bank
Texas
$2.24M +$18.8K +200 +0.8%
BE
872
Bonness Enterprises
District of Columbia
$2.24M
BSW
873
Buckingham Strategic Wealth
Missouri
$2.23M -$109K -1,160 -4%
OPS
874
Orion Portfolio Solutions
Nebraska
$2.22M +$655K +6,979 +38%
IAA
875
Independent Advisor Alliance
North Carolina
$2.22M +$262K +2,794 +12%

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.