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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
DP
1951
Dearborn Partners
Illinois
$264K +$285K +3,031 New
RWA
1952
RGT Wealth Advisors
Texas
$263K -$50.7K -540 -15%
SIM
1953
Stratos Investment Management
Ohio
$263K -$5.54K -59 -2%
DE
1954
Day & Ennis
Georgia
$263K
AC
1955
Avestar Capital
New York
$263K +$283K +3,018 New
AAM
1956
AR Asset Management
California
$262K
MA
1957
MBA Advisors
Pennsylvania
$262K
PGA
1958
Portland Global Advisors
Maine
$262K
CCM
1959
Carlson Capital Management
Minnesota
$262K +$30.1K +321 +12%
UL
1960
Unionview LLC
Washington
$262K +$282K +3,004 New
NWM
1961
NEIRG Wealth Management
Massachusetts
$262K +$282K +3,007 New
WAM
1962
Watershed Asset Management
California
$259K +$279K +2,973 New
KFS
1963
Kelly Financial Services
Massachusetts
$259K +$188 +2 +0.1%
MMHP
1964
Murphy Middleton Hinkle & Parker
Georgia
$258K
VA
1965
Valmark Advisers
Ohio
$258K +$2.07K +22 +0.8%
BEW
1966
Burton Enright Welch
California
$258K +$278K +2,957 New
TCWM
1967
Total Clarity Wealth Management
Illinois
$256K
6F
1968
626 Financial
Michigan
$256K +$276K +2,940 New
EBA
1969
Eagle Bay Advisors
New York
$253K -$148K -1,576 -35%
PWM
1970
Prentice Wealth Management
New York
$253K -$5.54K -59 -2%
MGAM
1971
McGowan Group Asset Management
Texas
$253K +$469 +5 +0.2%
ICG
1972
InterOcean Capital Group
Tennessee
$252K -$52.6K -560 -16%
GHAM
1973
Gilman Hill Asset Management
Connecticut
$250K -$42.3K -450 -14%
MHR
1974
Matthew Hamilton Rosenberg
$250K +$8.92K +95 +3%
LWM
1975
Laidlaw Wealth Management
New York
$249K -$58.4K -622 -18%

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.