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
SFG
1801
Summit Financial Group
West Virginia
$334K
ZB
1802
Zions Bancorporation
Utah
$333K +$376 +4 +0.1%
FOA
1803
Five Oceans Advisors
California
$333K +$15.1K +161 +4%
SFP
1804
Sweet Financial Partners
Minnesota
$333K +$359K +3,823 New
ECM
1805
Estabrook Capital Management
New York
$332K +$90.8K +967 +34%
PP
1806
Patron Partners
Texas
$332K
GSIS
1807
Global Strategic Investment Solutions
Arizona
$332K +$40.7K +433 +13%
QTM
1808
qPULA Trading Management
New York
$331K -$98.6K -1,050 -22%
FCFC
1809
First Citizens Financial Corp
Iowa
$331K
GAM
1810
Gould Asset Management
California
$331K +$33.9K +361 +10%
BL
1811
Balentine LLC
Georgia
$331K +$77.1K +821 +28%
OTL
1812
Oak Thistle LLC
New York
$331K +$356K +3,790 New
T
1813
TCWP
Ohio
$331K +$357K +3,798 New
FFG
1814
Frisch Financial Group
New York
$330K +$939 +10 +0.3%
NEAM
1815
New England Asset Management
Connecticut
$330K +$95.8K +1,020 +37%
WAG
1816
Winthrop Advisory Group
Massachusetts
$329K -$71.6K -763 -17%
STA
1817
Summit Trail Advisors
New York
$329K +$98.3K +1,047 +38%
GEA
1818
Glen Eagle Advisors
New Jersey
$325K
KCM
1819
Kendall Capital Management
Maryland
$325K -$55.6K -592 -14%
AF
1820
Apexium Financial
Texas
$324K -$59.9K -638 -15%
EGA
1821
E&G Advisors
Texas
$324K
FRM
1822
Fox Run Management
Connecticut
$324K +$349K +3,715 New
CWA
1823
CJM Wealth Advisers
Virginia
$323K +$348K +3,709 New
MCM
1824
Marathon Capital Management
Maryland
$323K -$97.3K -1,036 -22%
CB
1825
Cadence Bank
Mississippi
$323K

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.