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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 %
IIM
1301
Ipswich Investment Management
Massachusetts
$784K -$13.1K -150 -2%
LFA
1302
Legacy Financial Advisors
Kentucky
$784K +$111K +1,277 +17%
PWPS
1303
Pinnacle Wealth Planning Services
Ohio
$782K -$4.19K -48 -0.5%
RIA
1304
Regal Investment Advisors
Michigan
$782K +$11K +126 +1%
AWA
1305
Aaron Wealth Advisors
Illinois
$781K +$53.3K +612 +7%
SDWMA
1306
Schneider Downs Wealth Management Advisors
Pennsylvania
$778K -$13.1K -150 -2%
TWM
1307
TriaGen Wealth Management
California
$778K +$462K +5,303 +146%
MIM
1308
Macroview Investment Management
Maryland
$777K +$2.53K +29 +0.3%
EIA
1309
Edgemoor Investment Advisors
Maryland
$775K – – –
Credit Agricole
1310
Credit Agricole
France
$773K +$65.4K +751 +9%
LFA
1311
Laraway Financial Advisors
Minnesota
$772K +$772K +8,860 New
HGWM
1312
Horst & Graben Wealth Management
Oregon
$771K -$6.19K -71 -0.8%
KFSC
1313
Keystone Financial Services (Colorado)
Colorado
$768K +$768K +8,812 New
FMLI
1314
Fukoku Mutual Life Insurance
Japan
$763K -$66.3K -760 -8%
CPWA
1315
Cerro Pacific Wealth Advisors
California
$762K +$1.57K +18 +0.2%
PCS
1316
Personal CFO Solutions
New Jersey
$760K +$197K +2,260 +35%
OFG
1317
OmniStar Financial Group
North Carolina
$759K +$18.8K +216 +3%
HCM
1318
Howland Capital Management
Massachusetts
$755K +$8.2K +94 +1%
WPW
1319
Warther Private Wealth
Ohio
$755K +$62.1K +706 +9%
GTAM
1320
Global Trust Asset Management
Florida
$754K – – –
OAM
1321
Occidental Asset Management
California
$750K – – –
LCM
1322
LCM Capital Management
Illinois
$749K -$4.71K -54 -0.6%
VAM
1323
Verity Asset Management
North Carolina
$749K – – –
GFS
1324
GYL Financial Synergies
Connecticut
$749K +$89.5K +1,026 +14%
ICP
1325
Interchange Capital Partners
Pennsylvania
$748K +$392K +4,495 +110%
51 52
53
54 55