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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
IWA
951
IBEX Wealth Advisors
New Jersey
$1.75M +$140K +1,486 +8%
LPARFS
952
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.74M +$1.88M +20,000 New
ATWA
953
Arbor Trust Wealth Advisors
Michigan
$1.74M -$6.57K -70 -0.3%
GJIC
954
Gamble Jones Investment Counsel
California
$1.74M
LWAC
955
Laurel Wealth Advisors (California)
California
$1.74M +$1.56M +16,640 +502%
AIM
956
AMI Investment Management
Indiana
$1.73M -$4.7K -50 -0.3%
RIM
957
Regent Investment Management
Kentucky
$1.73M +$20.8K +222 +1%
MWM
958
Mission Wealth Management
California
$1.73M +$30.3K +323 +2%
IP
959
Intellectus Partners
California
$1.73M -$107K -1,136 -5%
SMH
960
Sanders Morris Harris
Texas
$1.71M +$87.6K +933 +5%
MCA
961
Magnolia Capital Advisors
Mississippi
$1.71M -$19.3K -206 -1%
ACM
962
Advance Capital Management
Michigan
$1.7M +$1.83M +19,472 New
SS
963
Simplicity Solutions
Minnesota
$1.69M +$916K +9,751 +101%
MC
964
Martin & Co
Tennessee
$1.69M -$21.9K -233 -1%
Assenagon Asset Management
965
Assenagon Asset Management
Luxembourg
$1.68M +$91.5K +974 +5%
OPCM
966
Osborne Partners Capital Management
California
$1.68M -$302K -3,221 -14%
PWM
967
PBMares Wealth Management
Virginia
$1.68M +$75.2K +801 +4%
NSAM
968
North Star Asset Management
Wisconsin
$1.67M -$80.3K -855 -4%
SWM
969
SeaCrest Wealth Management
New York
$1.67M -$21K -224 -1%
SSI
970
Scott & Selber Inc
Texas
$1.67M -$10.1K -108 -0.6%
CC
971
Centiva Capital
New York
$1.66M +$1.76M +18,783 +9,392%
AF
972
Advisornet Financial
Minnesota
$1.66M +$533K +5,682 +43%
SFA
973
Sequoia Financial Advisors
Ohio
$1.66M +$1.24M +13,198 +228%
RIM
974
Redwood Investment Management
Arizona
$1.65M -$5.02M -53,431 -74%
LSAG
975
Lake Street Advisors Group
New Hampshire
$1.65M -$13.5K -144 -0.8%

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.