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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
ERWM
1701
Elk River Wealth Management
Colorado
$386K
MMM
1702
Mendel Money Management
Illinois
$386K
WA
1703
Wealth Architects
California
$386K +$31.5K +335 +8%
TFA
1704
Teamwork Financial Advisors
Texas
$386K +$415K +4,422 New
PTC
1705
Philadelphia Trust Company
Pennsylvania
$386K +$415K +4,425 New
C
1706
Certuity
Florida
$385K -$1.69M -18,025 -80%
DW
1707
Domani Wealth
Pennsylvania
$385K -$70.8K -754 -15%
HFA
1708
High Falls Advisors
New York
$382K +$27.8K +296 +7%
VAFP
1709
Vahanian & Associates Financial Planning
New York
$382K +$411K +4,377 New
FIBT
1710
First International Bank & Trust
North Dakota
$380K +$409K +4,354 New
Members Trust
1711
Members Trust
Florida
$379K -$99.4K -1,059 -20%
MF
1712
Manchester Financial
California
$378K
NWM
1713
Northcape Wealth Management
New York
$378K +$407K +4,338 New
BEC
1714
Blue Edge Capital
Virginia
$378K
SHA
1715
Seneca House Advisors
Virginia
$377K
FW
1716
FirstPurpose Wealth
Utah
$377K +$406K +4,323 New
IC
1717
Inscription Capital
Texas
$376K
WWM
1718
Windsor Wealth Management
Indiana
$376K +$3.38K +36 +0.9%
KWMG
1719
King Wealth Management Group
Florida
$376K +$11.1K +118 +3%
BFS
1720
Bickling Financial Services
Massachusetts
$376K +$125K +1,327 +44%
RG
1721
Rathbones Group
United Kingdom
$376K +$405K +4,311 New
OGC
1722
Oak Grove Capital
New Hampshire
$375K -$563K -6,000 -58%
FFMBT
1723
First Farmers & Merchants Bank Trust
Tennessee
$375K +$404K +4,298 New
AAM
1724
Autus Asset Management
Arizona
$374K +$21.8K +232 +6%
MSFS
1725
Main Street Financial Solutions
Pennsylvania
$373K +$42K +447 +12%

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.