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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
SWM
1626
Silverlake Wealth Management
Vermont
$438K +$471K +5,021 New
PWA
1627
Phoenix Wealth Advisors
North Carolina
$437K -$76.3K -813 -14%
BCM
1628
Bluefin Capital Management
New York
$436K +$70.4K +750 +18%
SOW
1629
State of Wyoming
Wyoming
$435K -$48.5K -517 -9%
PCG
1630
Private Capital Group
Connecticut
$435K -$18.8K -200 -4%
CWM
1631
C2C Wealth Management
Arizona
$435K +$469K +4,990 New
GA
1632
Geller Advisors
New York
$434K -$2.72K -29 -0.6%
EWM
1633
Executive Wealth Management
Michigan
$431K -$5.82K -62 -1%
RP
1634
Riverbridge Partners
Minnesota
$430K
AA
1635
Alesco Advisors
New York
$429K -$58.7K -625 -11%
FWCM
1636
Ferguson Wellman Capital Management
Oregon
$429K
KFA
1637
Krane Funds Advisors
New York
$429K +$143K +1,523 +45%
T
1638
TOBAM
France
$428K -$80.4K -856 -15%
PL
1639
Parthenon LLC
Kentucky
$428K
BO
1640
Bank OZK
Arkansas
$428K +$62.3K +663 +16%
FPAS
1641
Focus Partners Advisor Solutions
Missouri
$428K +$460K +4,894 New
CAM
1642
Claret Asset Management
Quebec, Canada
$427K -$18.8K -200 -4%
PWM
1643
Paulson Wealth Management
Illinois
$427K +$129K +1,375 +39%
AIA
1644
Affinity Investment Advisors
California
$426K +$37K +394 +9%
BB
1645
Berkshire Bank
Massachusetts
$424K -$235K -2,504 -34%
IAMOG
1646
Investors Asset Management of Georgia
Georgia
$423K
BI
1647
Blooom Inc
Kansas
$422K -$9.95K -106 -15%
CBA
1648
Coastal Bridge Advisors
Connecticut
$422K +$260K +2,764 +100%
WCM
1649
Whitener Capital Management
North Carolina
$421K +$18.8K +200 +4%
MC
1650
Middleton & Co
Massachusetts
$421K +$28.2K +300 +7%

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.