We are live on ! Find out more
ORCL icon

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
ERIM
1551
Eagle Ridge Investment Management
Connecticut
$499K
EH
1552
Equitable Holdings
New York
$499K +$8.54K +91 +2%
ML
1553
McAdam LLC
Pennsylvania
$498K
EHC
1554
Everett Harris & Co
California
$497K +$17.3K +184 +3%
GF
1555
Gabelli Funds
New York
$497K +$535K +5,700 New
DTC
1556
Davidson Trust Company
Washington
$496K -$30.2K -322 -5%
LCM
1557
LVM Capital Management
Michigan
$496K +$4.7K +50 +0.9%
FCFS
1558
First Command Financial Services
Texas
$493K -$35.2K -375 -6%
MC
1559
Merlin Capital
Rhode Island
$489K +$527K +5,611 New
WAM
1560
Walker Asset Management
Missouri
$488K +$526K +5,600 New
SIA
1561
Soltis Investment Advisors
Utah
$487K -$48.1K -512 -8%
EWM
1562
Evermay Wealth Management
Virginia
$487K +$157K +1,673 +43%
FNB
1563
Farmers National Bank
Kentucky
$485K -$80.7K -859 -13%
BPWM
1564
Badgley Phelps Wealth Managers
Washington
$485K -$28.2K -300 -5%
PL
1565
Plancorp LLC
Missouri
$484K +$18.6K +198 +4%
LAM
1566
Lingohr Asset Management
Germany
$483K +$939 +10 +0.2%
VR
1567
Viridian RIA
Washington
$483K +$519K +5,533 New
GSWM
1568
Golden State Wealth Management
California
$481K +$518K +5,520 New
AIM
1569
Alhambra Investment Management
Florida
$480K -$65.7K -700 -11%
BEAM
1570
Baker Ellis Asset Management
Washington
$480K
FFA
1571
Founders Financial Alliance
North Carolina
$480K +$13.1K +140 +3%
NCM
1572
Novare Capital Management
North Carolina
$480K +$75.1K +800 +17%
DAM
1573
Delta Asset Management
Tennessee
$479K -$2.35K -25 -0.5%
CAM
1574
Columbia Asset Management
Michigan
$477K -$188K -2,000 -27%
DI
1575
DFPG Investments
Utah
$477K -$157K -1,670 -22%

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.