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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
PTCG
876
Pring Turner Capital Group
California
$2.21M +$2.37M +25,290 New
BCM
877
Buckhead Capital Management
Georgia
$2.19M +$41.2K +439 +2%
CIA
878
Capital Impact Advisors
Massachusetts
$2.19M -$2.5M -26,635 -52%
ERIC
879
Eagle Rock Investment Company
Georgia
$2.18M +$2.35M +25,021 New
FFS
880
Founders Financial Securities
Maryland
$2.18M +$81.8K +871 +4%
CA
881
Cornerstone Advisors
North Carolina
$2.18M
KPWS
882
Kestra Private Wealth Services
Texas
$2.17M +$262K +2,795 +13%
IB
883
Intrust Bank
Kansas
$2.17M +$8.36K +89 +0.4%
LAM
884
L2 Asset Management
Massachusetts
$2.16M +$1.78M +18,944 +324%
MA
885
Montag & Associates
Georgia
$2.16M
Fuller & Thaler Asset Management
886
Fuller & Thaler Asset Management
California
$2.15M -$347K -3,700 -13%
GIA
887
Gladstone Institutional Advisory
Florida
$2.15M -$869K -9,255 -27%
HW
888
Hedeker Wealth
Illinois
$2.14M -$43.5K -463 -2%
AWP
889
Abacus Wealth Partners
California
$2.13M -$65.9K -702 -3%
SWA
890
SFMG Wealth Advisors
Texas
$2.1M +$91.7K +977 +4%
CL
891
CPWM LLC
Washington
$2.1M
OIA
892
Optimum Investment Advisors
Illinois
$2.1M -$46.9K -500 -2%
TSWM
893
Triangle Securities Wealth Management
North Carolina
$2.1M -$158K -1,687 -7%
ACM
894
Azimuth Capital Management
Michigan
$2.1M -$674K -7,180 -23%
BAM
895
Blueshift Asset Management
New Jersey
$2.1M +$2.26M +24,051 New
CCA
896
Checchi Capital Advisers
California
$2.09M +$14.3K +152 +0.6%
WI
897
Wintrust Investments
Illinois
$2.08M +$942K +10,029 +67%
SIA
898
Schechter Investment Advisors
Michigan
$2.08M +$2.24M +23,858 New
CIA
899
Citadel Investment Advisory
Ohio
$2.08M -$7.98K -85 -0.4%
S
900
Seeyond
France
$2.07M -$8.73K -93 -0.4%

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.