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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
SCA
1601
Southern Capital Advisors
Tennessee
$456K +$491K +5,225 New
M
1602
MOTCO
Texas
$455K -$13.5K -144 -3%
OFG
1603
Oxford Financial Group
Indiana
$455K
MIA
1604
MMBG Investment Advisors
Florida
$453K +$488K +5,200 New
LAM
1605
LifePro Asset Management
California
$451K +$73.4K +782 +18%
WTA
1606
Washington Trust Advisors
Massachusetts
$451K +$485K +5,167 New
BOPW
1607
Brandywine Oak Private Wealth
Pennsylvania
$450K +$4.13K +44 +0.9%
AO
1608
Advisor OS
Illinois
$450K +$28.8K +307 +6%
CCA
1609
Childress Capital Advisors
Texas
$449K +$2.44K +26 +0.5%
ABLA
1610
Alan B. Lancz & Associates
Ohio
$449K +$484K +5,153 New
Financial Engines Advisors
1611
Financial Engines Advisors
California
$448K -$792K -8,433 -62%
CCA
1612
Column Capital Advisors
Indiana
$448K +$105K +1,123 +28%
IIC
1613
Integrated Investment Consultants
Michigan
$447K -$138K -1,475 -22%
FIA
1614
FNY Investment Advisers
New York
$446K +$481K +5,120 New
CAM
1615
Cidel Asset Management
Ontario, Canada
$445K
GBT
1616
Grove Bank & Trust
Florida
$445K +$40.5K +431 +9%
FPGK
1617
Financial Partners Group (Kansas)
Kansas
$443K +$5.63K +60 +1%
BWM
1618
BerganKDV Wealth Management
Minnesota
$443K +$76K +809 +19%
MCWS
1619
McKinley Carter Wealth Services
West Virginia
$442K
HHGA
1620
Halbert Hargrove Global Advisors
California
$441K -$9.39K -100 -2%
AA
1621
Aire Advisors
California
$441K +$475K +5,054 New
DOA
1622
D'Orazio & Associates
Virginia
$440K +$61.1K +651 +15%
CPA
1623
Cardiff Park Advisors
California
$440K +$473K +5,043 New
ST
1624
Sabal Trust
Florida
$439K -$18.8K -200 -4%
CFA
1625
Cahill Financial Advisors
Minnesota
$439K +$19.1K +203 +4%

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.