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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
MCC
1826
Money Concepts Capital
Florida
$323K +$348K +3,709 New
VIM
1827
Vista Investment Management
Pennsylvania
$322K -$30.5K -325 -8%
DCM
1828
DGS Capital Management
New Jersey
$322K +$347K +3,695 New
QP
1829
Quilter Plc
United Kingdom
$321K -$641K -6,830 -65%
CFO
1830
CVA Family Office
Colorado
$321K +$151K +1,609 +78%
MKA
1831
M. Kulyk & Associates
Georgia
$320K +$344K +3,664 New
ACA
1832
Aptus Capital Advisors
Alabama
$319K -$5.07K -54 -1%
DDPIC
1833
Deroy & Devereaux Private Investment Counsel
Michigan
$319K +$5.26K +56 +2%
OWP
1834
Obermeyer Wealth Partners
Colorado
$319K +$6.85K +73 +2%
DDC
1835
DF Dent & Co
Maryland
$319K +$343K +3,656 New
OSNBOA
1836
Old Second National Bank of Aurora
Illinois
$318K -$5.92K -63 -1%
MWPCG
1837
Measured Wealth Private Client Group
New Hampshire
$318K +$3.19K +34 +0.9%
BMM
1838
Buffington Mohr McNeal
Idaho
$317K
LDFR
1839
Lehman & Derafelo Financial Resources
Pennsylvania
$316K +$5.82K +62 +2%
GFP
1840
Gryphon Financial Partners
Ohio
$316K +$42.3K +451 +14%
MM
1841
MQS Management
New York
$316K +$340K +3,625 New
BFA
1842
Beacon Financial Advisory
Ohio
$315K +$9.67K +103 +3%
EGA
1843
Eagle Global Advisors
Texas
$314K
IP
1844
Innovative Portfolios
Indiana
$313K
PFGIA
1845
Patriot Financial Group Insurance Agency
Massachusetts
$312K -$144K -1,535 -30%
STC
1846
Sarah T. Connolly
$312K +$35.2K +375 +12%
FNBOSM
1847
First National Bank of South Miami
Florida
$312K +$147K +1,565 +78%
SA
1848
Syntax Advisors
New York
$312K +$336K +3,583 New
VCG
1849
Vantage Consulting Group
Virginia
$312K +$336K +3,583 New
JCM
1850
Jag Capital Management
Missouri
$311K -$41.6K -443 -11%

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.