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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
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$106M +$54.2M +576,989 +90%
TD Asset Management
127
TD Asset Management
Ontario, Canada
$104M -$25.2M -268,203 -18%
BNP Paribas Asset Management
128
BNP Paribas Asset Management
France
$103M -$37.3M -397,161 -25%
SEI Investments
129
SEI Investments
Pennsylvania
$98.1M +$3.6M +38,394 +4%
Bank Julius Baer & Co
130
Bank Julius Baer & Co
Switzerland
$96.9M -$1.38M -14,695 -1%
SAM
131
Storebrand Asset Management
Norway
$96.2M -$2.09M -22,272 -2%
DLA
132
Douglas Lane & Associates
New York
$93.5M -$11M -116,829 -10%
1832 Asset Management
133
1832 Asset Management
Ontario, Canada
$93.3M -$22.7M -241,579 -19%
Allspring Global Investments
134
Allspring Global Investments
North Carolina
$92.5M +$99.6M +1,060,982 New
OSAM
135
O'Shaughnessy Asset Management
Connecticut
$90.2M -$578K -6,159 -0.6%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$89.4M -$5.35M -56,991 -5%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$88.6M -$3.85M -41,018 -4%
Nisa Investment Advisors
138
Nisa Investment Advisors
Missouri
$87.7M +$18.3M +195,273 +22%
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
$86.8M -$128M -1,362,969 -58%
State of New Jersey Common Pension Fund D
140
State of New Jersey Common Pension Fund D
New Jersey
$85.9M -$11.4M -121,157 -11%
AssetMark Inc
141
AssetMark Inc
California
$85.2M +$5.74M +61,154 +7%
CIM
142
Confluence Investment Management
Missouri
$82.3M -$7.51M -79,947 -8%
CIPU
143
Caledonia Investments plc (UK)
United Kingdom
$81.4M
BAM
144
Burgundy Asset Management
Ontario, Canada
$78.5M -$40.7M -433,353 -33%
MC
145
Metropolis Capital
United Kingdom
$77M -$18.1M -192,614 -18%
SAM
146
Silvercrest Asset Management
New York
$76.7M +$741K +7,896 +0.9%
M&T Bank
147
M&T Bank
New York
$76.5M -$393K -4,189 -0.5%
Asset Management One
148
Asset Management One
Japan
$76.1M -$10.1M -107,813 -11%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$75.6M +$1.22M +12,978 +2%
Teacher Retirement System of Texas
150
Teacher Retirement System of Texas
Texas
$71.5M -$1.38M -14,730 -2%

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.