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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
SXL
1851
Summit X LLC
Missouri
$310K -$57.5K -612 -15%
BCM
1852
BTC Capital Management
Iowa
$310K
KIM
1853
Karpus Investment Management
New York
$310K
BEI
1854
Benjamin Edwards Inc
Missouri
$310K +$126K +1,337 +60%
KLCM
1855
KG&L Capital Management
Louisiana
$310K +$333K +3,551 New
BBHC
1856
Brown Brothers Harriman & Co
New York
$310K -$42.1M -448,146 -11%
JGUA
1857
John G. Ullman & Associates
New York
$309K -$28.2K -300 -8%
CWM
1858
Campbell Wealth Management
Virginia
$309K
TH
1859
TCTC Holdings
Texas
$309K
NEWAS
1860
N.E.W. Advisory Services
Wisconsin
$309K +$94 +1 +0%
5L
1861
55I LLC
Massachusetts
$307K +$77K +820 +30%
BWM
1862
BCS Wealth Management
Tennessee
$307K +$331K +3,525 New
WCA
1863
Westover Capital Advisors
Delaware
$306K -$751 -8 -0.2%
OTPPB
1864
Ontario Teachers' Pension Plan Board
Ontario, Canada
$306K +$78K +831 +31%
BHA
1865
Beech Hill Advisors
New York
$305K
PWMG
1866
Pinnacle Wealth Management Group
Michigan
$305K
SFP
1867
Shepherd Financial Partners
Massachusetts
$304K
VC
1868
Vicus Capital
Pennsylvania
$304K +$364K +3,875 New
EA
1869
Eclectic Associates
California
$303K -$30.3K -323 -9%
ACA
1870
Anchor Capital Advisors
Massachusetts
$303K
RW
1871
REDW Wealth
New Mexico
$301K
RHP
1872
Royal Harbor Partners
Texas
$301K
AWP
1873
Ascent Wealth Partners
New York
$301K +$73.2K +780 +29%
CWA
1874
Clarity Wealth Advisors
California
$300K -$1.03K -11 -0.3%
BPCE
1875
Bank Pictet & Cie (Europe)
Germany
$299K

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.