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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
AWM
1651
Axxcess Wealth Management
California
$421K +$453K +4,826 New
B
1652
Brightworth
Georgia
$420K +$19.6K +209 +5%
CA
1653
Centerpoint Advisors
Massachusetts
$419K
IFG
1654
Independent Financial Group
California
$418K -$30.4K -324 -6%
CBN
1655
Cadence Bank NA
Texas
$418K -$1.41K -15 -0.3%
NAM
1656
NTV Asset Management
West Virginia
$418K
WCAMG
1657
Woodard & Company Asset Management Group
North Carolina
$418K
GCP
1658
GSA Capital Partners
United Kingdom
$417K +$449K +4,786 New
CFD
1659
Creative Financial Designs
Indiana
$416K -$4.13K -44 -0.9%
RTL
1660
Red Tortoise LLC
Georgia
$416K +$46.5K +495 +12%
RCM
1661
Radnor Capital Management
Pennsylvania
$414K -$72.8K -775 -14%
RCS
1662
Retirement Capital Strategies
California
$414K +$446K +4,748 New
MCM
1663
Monarch Capital Management
Indiana
$413K
OCM
1664
Orser Capital Management
Texas
$412K -$198K -2,112 -31%
KCM
1665
Kornitzer Capital Management
Kansas
$412K -$26.4K -281 -6%
EB
1666
Eastern Bank
Massachusetts
$412K
AWA
1667
Arkadios Wealth Advisors
Georgia
$412K +$18.7K +199 +4%
BFA
1668
Brendel Financial Advisors
New Hampshire
$412K +$152K +1,618 +52%
RIA
1669
Richwood Investment Advisors
Ohio
$412K +$443K +4,723 New
NFG
1670
Next Financial Group
Texas
$410K +$61.4K +654 +16%
OIM
1671
Orca Investment Management
Oregon
$409K -$22.7K -242 -5%
BCP
1672
Blue Chip Partners
Michigan
$409K -$3.85K -41 -0.9%
ZCM
1673
Ziegler Capital Management
Illinois
$409K -$3.47K -37 -0.8%
GA
1674
Greenspring Advisors
Maryland
$409K +$440K +4,690 New
BIAS
1675
Beacon Investment Advisory Services
New Jersey
$408K +$29.6K +315 +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.