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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
GJCM
1751
Grand Jean Capital Management
California
$362K
VWM
1752
Vigilare Wealth Management
Arizona
$362K +$563 +6 +0.1%
CW
1753
CreativeOne Wealth
Kansas
$361K +$9.2K +98 +2%
IFG
1754
Investors Financial Group
Minnesota
$360K -$4.51K -48 -1%
PHAM
1755
Palisades Hudson Asset Management
Florida
$360K
WDA
1756
Wendell David Associates
New Hampshire
$359K -$6.95K -74 -2%
BB
1757
Bell Bank
North Dakota
$359K
S
1758
SimplyRich
California
$359K
FFC
1759
First Financial Corp
Indiana
$357K
BAM
1760
Byrne Asset Management
New Jersey
$357K +$384K +4,090 New
VCAM
1761
Van Cleef Asset Management
Ohio
$356K -$9.39K -100 -2%
WI
1762
Wedgewood Investors
Pennsylvania
$356K
AA
1763
Addison Advisors
Vermont
$355K +$208K +2,216 +120%
SF
1764
Summit Financial
New Jersey
$354K +$74.9K +798 +24%
EFG
1765
Everhart Financial Group
Ohio
$354K +$10.1K +108 +3%
HNW
1766
High Note Wealth
Minnesota
$351K -$188 -2 -0%
PC
1767
Periscope Capital
Ontario, Canada
$351K +$378K +4,021 New
SDWIA
1768
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$350K -$657 -7 -0.2%
HA
1769
Herold Advisors
New York
$350K +$376 +4 +0.1%
GWAG
1770
Garrett Wealth Advisory Group
Texas
$350K +$9.58K +102 +3%
BWM
1771
Buckley Wealth Management
Nevada
$350K +$377K +4,018 New
CM
1772
Columbus Macro
Pennsylvania
$349K -$45K -479 -11%
GRQ
1773
Gardner Russo & Quinn
Pennsylvania
$349K
SCG
1774
Sonata Capital Group
Washington
$349K
WP
1775
WealthPLAN Partners
Nebraska
$349K +$22.9K +244 +6%

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.