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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
LF
1501
Lee Financial
Texas
$548K
BCA
1502
Bay Colony Advisors
Massachusetts
$546K -$62.8K -669 -10%
DRZID
1503
DePrince Race & Zollo Inc (DRZ)
Florida
$546K
BOTW
1504
Bank of the West
California
$545K -$53.9K -574 -8%
PP
1505
Patten & Patten
Tennessee
$545K -$30.9K -329 -5%
VCM
1506
Vigilant Capital Management
Maine
$544K +$440K +4,690 +302%
TIA
1507
Traphagen Investment Advisors
New Jersey
$543K +$24.3K +259 +4%
SS
1508
Sunbelt Securities
Texas
$542K +$109K +1,165 +21%
VV
1509
Verity & Verity
South Carolina
$540K -$53.2K -567 -8%
S
1510
Surevest
California
$538K
JWM
1511
JGP Wealth Management
Oregon
$538K +$4.32K +46 +0.7%
KTC
1512
Kistler-Tiffany Companies
Pennsylvania
$537K -$27.9K -297 -5%
BFM
1513
Boston Financial Management
Massachusetts
$536K
CCP
1514
Clarkston Capital Partners
Michigan
$536K
PAS
1515
Professional Advisory Services
Florida
$535K
DLHL
1516
Donald L. Hagan LLC
Florida
$535K +$1.41K +15 +0.2%
CA
1517
CoreCap Advisors
Michigan
$534K +$575K +6,120 New
FPCP
1518
Fort Point Capital Partners
California
$533K +$9.29K +99 +2%
FAG
1519
Fortitude Advisory Group
Washington
$533K +$574K +6,112 New
LSPW
1520
Lake Street Private Wealth
Illinois
$532K +$573K +6,103 New
SIC
1521
Sigma Investment Counselors
Michigan
$529K -$25.5K -272 -4%
HC
1522
Hamilton Capital
Ohio
$529K -$4.79K -51 -0.8%
PO
1523
Private Ocean
California
$526K
FCB
1524
First Command Bank
Texas
$525K
BC
1525
Burleson & Co
California
$524K +$657 +7 +0.1%

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.