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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
MF
1901
Montis Financial
Massachusetts
$287K
B
1902
Bridgeworth
Alabama
$286K -$4.88K -52 -2%
NFC
1903
Northeast Financial Consultants
Connecticut
$286K
MFW
1904
Mosaic Family Wealth
Missouri
$286K +$34.6K +369 +13%
SRC
1905
Shufro Rose & Co
New York
$286K +$75.1K +800 +32%
SDH
1906
Sloy Dahl & Holst
Washington
$284K
WSC
1907
Wellington Shields & Co
New York
$284K
CCFM
1908
Clear Creek Financial Management
Washington
$282K -$469K -5,000 -61%
FZCM
1909
Flynn Zito Capital Management
New York
$282K +$305K +3,251 New
WA
1910
Waverly Advisors
Alabama
$281K -$1.03K -11 -0.3%
HFA
1911
HC Financial Advisors
California
$281K
SAA
1912
Southeast Asset Advisors
Georgia
$280K -$1.5K -16 -0.5%
MWM
1913
Merriman Wealth Management
Washington
$280K +$17.8K +190 +6%
JBA
1914
Johnson Bixby & Associates
Washington
$279K
SAM
1915
Secure Asset Management
Michigan
$279K +$188 +2 +0.1%
NPT
1916
Nixon Peabody Trust
Massachusetts
$278K +$300K +3,193 New
FBT
1917
First Bank & Trust
South Dakota
$277K -$188 -2 -0.1%
FCG
1918
Financial Connections Group
California
$276K +$298K +3,175 New
KL
1919
KilterHowling LLC
Colorado
$276K +$297K +3,162 New
COI
1920
Connable Office Inc
Michigan
$275K
MHIC
1921
Marble Harbor Investment Counsel
Massachusetts
$275K
TPA
1922
Trivium Point Advisory
Connecticut
$275K +$19.2K +205 +7%
CFCI
1923
Comprehensive Financial Consultants Institutional
Indiana
$275K +$339K +3,606 New
IAIM
1924
International Assets Investment Management
Florida
$274K -$220K -2,338 -43%
CWG
1925
Cornerstone Wealth Group
North Carolina
$274K -$106K -1,126 -26%

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.