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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 %
TIA
1501
Traphagen Investment Advisors
New Jersey
$543K +$22.6K +259 +4%
SS
1502
Sunbelt Securities
Texas
$542K +$94.1K +1,165 +21%
VV
1503
Verity & Verity
South Carolina
$540K -$49.4K -567 -8%
S
1504
Surevest
California
$538K – – –
JWM
1505
JGP Wealth Management
Oregon
$538K +$3.98K +46 +0.7%
KTC
1506
Kistler-Tiffany Companies
Pennsylvania
$537K -$25.9K -297 -5%
BFM
1507
Boston Financial Management
Massachusetts
$536K – – –
CCP
1508
Clarkston Capital Partners
Michigan
$536K – – –
PAS
1509
Professional Advisory Services
Florida
$535K – – –
DLHL
1510
Donald L. Hagan LLC
Florida
$535K +$1.31K +15 +0.2%
CA
1511
CoreCap Advisors
Michigan
$534K +$534K +6,120 New
FPCP
1512
Fort Point Capital Partners
California
$533K +$8.63K +99 +2%
FAG
1513
Fortitude Advisory Group
Washington
$533K +$533K +6,112 New
LSPW
1514
Lake Street Private Wealth
Illinois
$532K +$532K +6,103 New
SIC
1515
Sigma Investment Counselors
Michigan
$529K -$23.7K -272 -4%
HC
1516
Hamilton Capital
Ohio
$529K -$4.45K -51 -0.8%
PO
1517
Private Ocean
California
$526K – – –
FCB
1518
First Command Bank
Texas
$525K – – –
BC
1519
Burleson & Co
California
$524K +$611 +7 +0.1%
PCP
1520
Proficio Capital Partners
Massachusetts
$523K -$1.45M -16,660 -74%
CFA
1521
CWS Financial Advisors
Michigan
$523K +$523K +5,996 New
HCM
1522
Hollencrest Capital Management
California
$521K -$15.9K -182 -3%
JSW
1523
Journey Strategic Wealth
New Jersey
$521K +$521K +5,974 New
QC
1524
Quent Capital
New York
$519K +$519K +5,945 New
AWA
1525
Arete Wealth Advisors
Illinois
$518K +$518K +5,931 New
59 60
61
62 63