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Oracle
ORCL

Overview Fund Activity

2,291 hedge funds and large institutions have $97.8B invested in Oracle in 2021 Q4 according to their latest regulatory filings, with 310 funds opening new positions, 749 increasing their positions, 884 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
+192
Holders Change %
+9.15%
% 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
310
Increased
749
Reduced
884
Closed
87
Calls
$1.84B
Puts
$1.95B
Net Calls
-$104M
Net Calls Change
-$267M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$365M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$334M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$289M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$219M
5
BlackRock
BlackRock
New York
+$165M

Top Sellers

1
BCIM
Black Creek Investment Management
Ontario, Canada
-$285M
2
Franklin Resources
Franklin Resources
California
-$278M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$247M
4
Boston Partners
Boston Partners
Massachusetts
-$210M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
PG
1926
Patten Group
Tennessee
$271K +$30.4K +348 +13%
KWM
1927
Kolinsky Wealth Management
New Jersey
$271K +$271K +3,112 New
AIC
1928
Archer Investment Corporation
Indiana
$270K – – –
DLG
1929
Daniel L. Goodwin
$270K – – –
AWM
1930
Aries Wealth Management
Maine
$270K – – –
SMA
1931
Sage Mountain Advisors
Georgia
$270K +$35.1K +402 +15%
OPA
1932
Old Port Advisors
Maine
$269K – – –
AWAG
1933
ARS Wealth Advisors Group
Florida
$269K +$52.3K +600 +24%
SAM
1934
Sompo Asset Management
Japan
$268K +$21.8K +250 +9%
CAM
1935
Congress Asset Management
Massachusetts
$266K -$1.31K -15 -0.5%
VCM
1936
Vivaldi Capital Management
Illinois
$266K +$958 +11 +0.4%
MWP
1937
Madison Wealth Partners
Wisconsin
$266K +$12.4K +142 +5%
SWM
1938
Segment Wealth Management
Texas
$266K +$266K +3,049 New
SCM
1939
Southport Capital Management
Tennessee
$266K +$266K +3,052 New
AFG
1940
Allegheny Financial Group
Pennsylvania
$265K +$435 +5 +0.2%
CBFP
1941
Cedar Brook Financial Partners
Ohio
$265K +$45.6K +524 +21%
CA
1942
Crewe Advisors
Utah
$265K +$91.6K +1,050 +53%
WMP
1943
Wealth Management Partners
Arizona
$264K -$36.2K -411 -12%
DP
1944
Dearborn Partners
Illinois
$264K +$264K +3,031 New
RWA
1945
RGT Wealth Advisors
Texas
$263K -$47.1K -540 -15%
SIM
1946
Stratos Investment Management
Ohio
$263K -$5.14K -59 -2%
DE
1947
Day & Ennis
Georgia
$263K – – –
AC
1948
Avestar Capital
New York
$263K +$263K +3,018 New
PGA
1949
Portland Global Advisors
Maine
$262K – – –
AAM
1950
AR Asset Management
California
$262K – – –
76 77
78
79 80