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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
WGAM
1876
Wilkinson Global Asset Management
New York
$298K
LF
1877
Lantz Financial
Illinois
$298K +$6.2K +66 +2%
WCM
1878
Windsor Capital Management
Arizona
$297K +$376 +4 +0.1%
OCPWS
1879
One Charles Private Wealth Services
Massachusetts
$297K +$563 +6 +0.2%
MLFP
1880
MPS Loria Financial Planners
Illinois
$297K +$9.86K +105 +3%
KF
1881
Krilogy Financial
Missouri
$296K +$10.4K +111 +3%
PB
1882
Pinnacle Bancorp
Nebraska
$295K -$7.04K -75 -2%
HWIS
1883
Hancock Whitney Investment Services
Louisiana
$295K +$313K +3,333 New
WCA
1884
Waypoint Capital Advisors
Minnesota
$294K +$316K +3,367 New
BWA
1885
Burt Wealth Advisors
Maryland
$293K
OA
1886
Oxbow Advisors
Texas
$293K
IP
1887
Ignite Planners
California
$293K +$320K +3,410 New
WDG
1888
Wealth Dimensions Group
Ohio
$292K +$56.3K +600 +22%
ICM
1889
IMS Capital Management
Oregon
$291K +$94 +1 +0%
RWM
1890
RKL Wealth Management
Pennsylvania
$290K -$3.29K -35 -1%
CCM
1891
Condor Capital Management
New Jersey
$290K
WCF
1892
West Coast Financial
California
$290K
NERM
1893
New England Research & Management
Illinois
$290K +$312K +3,325 New
BDWM
1894
Brewin Dolphin Wealth Management
Ireland
$289K -$65.4K -697 -17%
HI
1895
Hudock Inc
Pennsylvania
$289K -$3.57K -38 -1%
TWA
1896
TCI Wealth Advisors
Arizona
$289K +$19.4K +207 +7%
HIC
1897
Hartline Investment Corp
Illinois
$288K -$2.07K -22 -0.7%
WIC
1898
Wilkins Investment Counsel
Massachusetts
$288K
SAM
1899
Summit Asset Management
Tennessee
$288K +$19.2K +204 +7%
ME
1900
McIlrath & Eck
Washington
$287K

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.