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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
I
1926
IMPACTfolio
Colorado
$273K +$294K +3,129 New
RIA
1927
Realta Investment Advisors
Delaware
$272K -$11.7K -125 -4%
BA
1928
Bluesphere Advisors
Pennsylvania
$272K
FFA
1929
Freedman Financial Associates
Massachusetts
$272K +$205K +2,183 +234%
FPOC
1930
Financial Planners of Cleveland
Ohio
$272K +$291K +3,095 New
STB
1931
S&T Bank
Pennsylvania
$272K +$292K +3,112 New
APW
1932
Aurora Private Wealth
New Jersey
$271K -$3.66K -39 -1%
PG
1933
Patten Group
Tennessee
$271K +$32.7K +348 +13%
KWM
1934
Kolinsky Wealth Management
New Jersey
$271K +$292K +3,112 New
AIC
1935
Archer Investment Corporation
Indiana
$270K
AWM
1936
Aries Wealth Management
Maine
$270K
DLG
1937
Daniel L. Goodwin
$270K
SMA
1938
Sage Mountain Advisors
Georgia
$270K +$37.7K +402 +15%
OPA
1939
Old Port Advisors
Maine
$269K
AWAG
1940
ARS Wealth Advisors Group
Florida
$269K +$56.3K +600 +24%
SAM
1941
Sompo Asset Management
Japan
$268K +$23.5K +250 +9%
CAM
1942
Congress Asset Management
Massachusetts
$266K -$1.41K -15 -0.5%
VCM
1943
Vivaldi Capital Management
Illinois
$266K +$1.03K +11 +0.4%
MWP
1944
Madison Wealth Partners
Wisconsin
$266K +$13.3K +142 +5%
SWM
1945
Segment Wealth Management
Texas
$266K +$286K +3,049 New
SCM
1946
Southport Capital Management
Tennessee
$266K +$287K +3,052 New
AFG
1947
Allegheny Financial Group
Pennsylvania
$265K +$469 +5 +0.2%
CBFP
1948
Cedar Brook Financial Partners
Ohio
$265K +$49.2K +524 +21%
CA
1949
Crewe Advisors
Utah
$265K +$98.6K +1,050 +53%
WMP
1950
Wealth Management Partners
Arizona
$264K -$38.6K -411 -12%

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.