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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
GW
926
GW & Wade
Massachusetts
$1.85M +$290K +3,092 +17%
SIA
927
Strategic Investment Advisors
Michigan
$1.84M +$60.7K +646 +3%
MCA
928
Martin Capital Advisors
Texas
$1.83M +$1.98M +21,043 New
HSA
929
HBK Sorce Advisory
Pennsylvania
$1.83M +$23.6K +251 +1%
GI
930
GAMCO Investors
Connecticut
$1.82M +$334K +3,560 +21%
FMTCOCP
931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.82M
NL
932
NWAM LLC
Washington
$1.82M +$161K +1,719 +9%
CWM
933
Cabot Wealth Management
Massachusetts
$1.81M
CAM
934
Close Asset Management
United Kingdom
$1.81M -$358K -3,810 -16%
LIM
935
Leavell Investment Management
Alabama
$1.81M +$21.4K +228 +1%
SC
936
Siena Capital
Ohio
$1.81M +$1.94M +20,704 New
ER
937
Enlightenment Research
Florida
$1.8M +$1.69M +18,000 +667%
FNBT
938
FineMark National Bank & Trust
Florida
$1.8M -$20.6K -219 -1%
HPM
939
Hudson Portfolio Management
New York
$1.8M -$401K -4,275 -17%
VWA
940
V Wealth Advisors
Kansas
$1.8M -$129K -1,372 -6%
Walleye Capital
941
Walleye Capital
New York
$1.79M +$1.29M +13,774 +205%
PFSC
942
Peoples Financial Services Corp
Pennsylvania
$1.78M
BRWM
943
B. Riley Wealth Management
Tennessee
$1.78M +$51.8K +552 +3%
SLF
944
Sun Life Financial
Ontario, Canada
$1.77M +$104K +1,104 +6%
BCM
945
BTR Capital Management
California
$1.76M -$10.9K -116 -0.6%
IFWM
946
Institute for Wealth Management
Colorado
$1.76M -$5.35K -57 -0.3%
QC
947
Quantedge Capital
Singapore
$1.76M -$3.14M -33,400 -62%
CPM
948
Connective Portfolio Management
New York
$1.76M +$1.88M +20,000 New
RGC
949
Roberts, Glore & Co
Illinois
$1.76M -$118K -1,262 -6%
IMOV
950
Investment Management of Virginia
Virginia
$1.75M +$107K +1,139 +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.