We are live on ! Find out more
ORCL icon

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
UCFA
151
United Capital Financial Advisors
Texas
$71.3M -$1.04M -11,126 -1%
SC
152
Saturna Capital
Washington
$70M +$9.46M +100,765 +14%
Mitsubishi UFJ Asset Management
153
Mitsubishi UFJ Asset Management
Japan
$69.4M +$5.16M +54,905 +7%
PI
154
PGGM Investments
Netherlands
$69.2M -$3.35M -35,684 -4%
LPL Financial
155
LPL Financial
California
$68M +$3.81M +40,622 +5%
VOYA Investment Management
156
VOYA Investment Management
Georgia
$67.6M +$6.86M +73,075 +10%
LBA
157
Letko, Brosseau & Associates
Quebec, Canada
$67.5M -$2.17M -23,160 -3%
MNG
158
Manning & Napier Group
New York
$66.4M -$2.66M -28,314 -4%
JMPWA
159
JP Morgan Private Wealth Advisors
California
$63.3M -$1.36M -14,467 -2%
Treasurer of the State of North Carolina
160
Treasurer of the State of North Carolina
North Carolina
$63.1M -$1.18M -12,590 -2%
KBC Group
161
KBC Group
Belgium
$62.4M -$3.06M -32,630 -4%
DZ Bank
162
DZ Bank
Germany
$62.3M +$3.72M +39,621 +6%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$61.7M +$8.7M +92,676 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60.1M +$10.9M +116,100 +20%
WCM
165
Wedge Capital Management
North Carolina
$59.7M +$64M +681,666 +22,168%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$58.8M -$965K -10,276 -2%
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$58.5M +$314K +3,344 +0.5%
Aberdeen Group
168
Aberdeen Group
United Kingdom
$58.3M -$5.05M -53,757 -7%
Jane Street
169
Jane Street
New York
$57.7M -$40.6M -432,605 -40%
VPI
170
Value Partners Investments
Manitoba, Canada
$52.7M -$1.34M -14,297 -2%
DMIC
171
Dixon Mitchell Investment Counsel
British Columbia, Canada
$52.6M -$1.84M -19,583 -3%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$51M -$1.84M -19,604 -3%
MAM
173
Martingale Asset Management
Massachusetts
$50.7M +$5.94M +63,297 +12%
VDI
174
Vaughan David Investments
Illinois
$50M -$2.34M -24,939 -4%
ZIC
175
ZWJ Investment Counsel
Georgia
$49.9M -$2.2M -23,443 -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.