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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
KWM
1676
Kaydan Wealth Management
Michigan
$406K +$437K +4,656 New
TWM
1677
Thrive Wealth Management
Pennsylvania
$404K +$435K +4,629 New
RF
1678
RHS Financial
California
$403K
RI
1679
Ridgewood Investments
New Jersey
$402K -$282 -3 -0.1%
CLOS
1680
Compagnie Lombard Odier SCmA
Switzerland
$401K -$18.8K -200 -4%
FF
1681
FourThought Financial
Florida
$401K -$5.82K -62 -1%
AWM
1682
Aberdeen Wealth Management
Illinois
$401K
APS
1683
American Planning Services
Florida
$401K +$432K +4,600 New
SGK
1684
Steigerwald Gordon & Koch
Virginia
$400K -$53.3K -568 -11%
PA
1685
Probity Advisors
Texas
$400K -$40.1K -427 -9%
CWP
1686
Concord Wealth Partners
Virginia
$400K +$170K +1,806 +65%
PWP
1687
Perfromance Wealth Partners
Illinois
$398K +$429K +4,566 New
BA
1688
Birinyi Associates
Connecticut
$397K +$427K +4,550 New
AIP
1689
Almanack Investment Partners
Pennsylvania
$394K +$1.88K +20 +0.4%
CWM
1690
Concentrum Wealth Management
California
$393K -$70.4K -750 -14%
SWM
1691
Sendero Wealth Management
Texas
$393K +$423K +4,510 New
RAM
1692
Riggs Asset Management
Pennsylvania
$392K
OWA
1693
Octavia Wealth Advisors
Ohio
$392K +$9.01K +96 +2%
NCM
1694
Noesis Capital Mangement
Florida
$390K +$25.7K +274 +7%
CBT
1695
CoreFirst Bank & Trust
Kansas
$389K
AF
1696
Affiance Financial
Minnesota
$387K
SEP
1697
Southland Equity Partners
Missouri
$387K
CCFCSB
1698
Cape Cod Five Cents Savings Bank
Massachusetts
$386K -$131K -1,397 -24%
CA
1699
Calton & Associates
Florida
$386K -$71.4K -760 -15%
NL
1700
Navalign LLC
California
$386K -$6.1K -65 -1%

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.