We are live on ! Find out more
ORCL icon

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
Principal Financial Group
76
Principal Financial Group
Iowa
$212M -$20.9M -222,820 -8%
Citigroup
77
Citigroup
New York
$208M +$11.5M +122,900 +5%
Natixis Advisors
78
Natixis Advisors
Massachusetts
$206M -$71.8M -764,322 -24%
RPI
79
Railway Pension Investments
United Kingdom
$197M -$55.8M -594,800 -21%
Axa
80
Axa
France
$196M -$39.7M -423,150 -16%
Public Employees Retirement Association of Colorado
81
Public Employees Retirement Association of Colorado
Colorado
$195M -$11.4M -120,939 -5%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$190M -$4.66M -49,677 -2%
GT
83
Glenmede Trust
Pennsylvania
$188M -$50.6M -538,673 -20%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$181M -$36.5M -388,646 -16%
Schroder Investment Management Group
85
Schroder Investment Management Group
United Kingdom
$177M +$10.8M +115,428 +6%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$175M -$45.1M -480,764 -19%
JFL
87
Jarislowsky, Fraser Ltd
Quebec, Canada
$173M -$26.4M -280,651 -12%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$173M -$4.69M -49,900 -2%
Truist Financial
89
Truist Financial
North Carolina
$172M -$1.21M -12,909 -0.6%
Two Sigma Investments
90
Two Sigma Investments
New York
$172M +$110M +1,175,707 +149%
American Century Companies
91
American Century Companies
Missouri
$170M -$136M -1,448,984 -43%
Envestnet Asset Management
92
Envestnet Asset Management
Illinois
$168M +$14M +149,221 +8%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$168M +$1.47M +15,689 +0.8%
Mitsubishi UFJ Trust & Banking
94
Mitsubishi UFJ Trust & Banking
Japan
$161M -$24.7M -262,749 -12%
Stifel Financial
95
Stifel Financial
Missouri
$159M -$669K -7,125 -0.4%
SI
96
Scharf Investments
California
$157M -$9.62M -102,480 -5%
Renaissance Technologies
97
Renaissance Technologies
New York
$156M +$168M +1,794,132 New
YAM
98
Yacktman Asset Management
Texas
$155M -$5.32M -56,626 -3%
Toronto Dominion Bank
99
Toronto Dominion Bank
Ontario, Canada
$152M +$57.7M +614,754 +54%
Boston Partners
100
Boston Partners
Massachusetts
$150M -$226M -2,403,594 -58%

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.