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Oracle
ORCL

Overview Fund Activity

2,291 hedge funds and large institutions have $97.8B invested in Oracle in 2021 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 749 increasing their positions, 884 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+192
Holders Change %
+9.15%
% 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
310
Increased
749
Reduced
884
Closed
87
Calls
$1.84B
Puts
$1.95B
Net Calls
-$104M
Net Calls Change
-$267M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$365M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$334M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$289M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$219M
5
BlackRock
BlackRock
New York
+$165M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$285M
2
Franklin Resources
Franklin Resources
California
-$278M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$247M
4
Boston Partners
Boston Partners
Massachusetts
-$210M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
1251
MassMutual Private Wealth & Trust
Connecticut
$867K -$601K -6,897 -41%
NCM
1252
Nelson Capital Management
California
$867K -$4.62K -53 -0.5%
BIA
1253
Bigelow Investment Advisors
Maine
$863K -$61.5K -705 -7%
PWMG
1254
Prestige Wealth Management Group
New Jersey
$862K +$26.7K +306 +3%
DP
1255
Denver PWM
Colorado
$861K -$40.8K -466 -5%
V
1256
VeraBank
Texas
$861K – – –
MIM
1257
Miller Investment Management
Pennsylvania
$857K – – –
ACM
1258
Advisors Capital Management
New Jersey
$856K +$90.7K +1,040 +12%
BCFD
1259
Boit C.F. David
$855K – – –
TCM
1260
Twin Capital Management
Pennsylvania
$855K +$37.5K +430 +5%
WAAG
1261
Wealth Alliance Advisory Group
Kansas
$853K -$68.4K -784 -7%
PFWA
1262
Paces Ferry Wealth Advisors
Georgia
$853K -$53.7K -616 -6%
TTWM
1263
TCV Trust & Wealth Management
Virginia
$848K -$25.7K -295 -3%
JIC
1264
Joel Isaacson & Co
New York
$844K – – –
CAM
1265
Cozad Asset Management
Illinois
$842K -$143K -1,641 -15%
VT
1266
Vise Technologies
New York
$839K +$839K +9,620 New
BCM
1267
Birch Capital Management
Texas
$838K – – –
NAS
1268
Nicolet Advisory Services
Wisconsin
$838K +$2.7K +31 +0.3%
LD
1269
Lipe & Dalton
New York
$836K -$29.7K -340 -3%
RCAG
1270
Rehmann Capital Advisory Group
Michigan
$833K -$3.84K -44 -0.5%
WWM
1271
Western Wealth Management
Colorado
$830K +$830K +9,567 New
OWA
1272
One Wealth Advisors
California
$829K -$376K -4,309 -31%
BFPW
1273
BOK Financial Private Wealth
Colorado
$828K +$55.7K +639 +7%
APIM
1274
Agate Pass Investment Management
Washington
$828K +$828K +9,495 New
BW
1275
Bison Wealth
Georgia
$824K -$29.9K -343 -4%
49 50
51
52 53