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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
RA
1726
RFG Advisory
Alabama
$373K +$87.3K +930 +28%
CFAM
1727
Center For Asset Management
Florida
$373K +$145K +1,543 +56%
AA
1728
ALPS Advisors
Colorado
$371K -$3.88M -41,364 -91%
Flossbach Von Storch
1729
Flossbach Von Storch
Germany
$371K
SPC
1730
Stewart & Patten Company
California
$370K
SG
1731
Stonnington Group
California
$370K +$4.7K +50 +1%
RIS
1732
Retirement Income Solutions
Michigan
$369K
CIAS
1733
Capital Investment Advisory Services
North Carolina
$369K +$282 +3 +0.1%
DWM
1734
Doyle Wealth Management
Florida
$368K
Polen Capital Management
1735
Polen Capital Management
Florida
$368K
CAGAS
1736
Capital Advisory Group Advisory Services
Minnesota
$368K +$2.35K +25 +0.6%
CSPIA
1737
Cary Street Partners Investment Advisory
Virginia
$367K -$165K -1,754 -29%
ESB
1738
Essex Savings Bank
Connecticut
$367K -$4.7K -50 -1%
SAF
1739
Smith Anglin Financial
Texas
$366K +$845 +9 +0.2%
ACM
1740
Aquatic Capital Management
Illinois
$366K +$394K +4,200 New
HWA
1741
Heartwood Wealth Advisors
Virginia
$365K
ONGA
1742
O'Neil Global Advisors
California
$365K +$393K +4,189 New
CPIA
1743
Cornell Pochily Investment Advisors
New York
$364K -$19.2K -205 -5%
AFM
1744
Andesa Financial Management
Pennsylvania
$364K +$9.39K +100 +2%
P
1745
&Partners
Tennessee
$364K +$28.2K +300 +8%
GL
1746
Graypoint LLC
New York
$364K +$50.5K +538 +15%
SFPG
1747
Stonebridge Financial Planning Group
Florida
$363K -$18.8K -200 -4%
AL
1748
ADE LLC
Maryland
$363K
PA
1749
Parkside Advisors
California
$363K
GFPC
1750
Global Financial Private Client
Florida
$362K -$206K -2,198 -35%

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.