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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
ASFA
2001
All Season Financial Advisors
Colorado
$237K -$2.72K -29 -1%
KP
2002
Keel Point
Alabama
$237K +$11.8K +126 +5%
RFA
2003
Resurgent Financial Advisors
Georgia
$237K +$255K +2,720 New
TFA
2004
Tranquilli Financial Advisor
New Jersey
$236K -$120K -1,274 -32%
BCMO
2005
Buckingham Capital Management (Ohio)
Ohio
$236K -$11.3K -120 -4%
MIH
2006
Meitav Investment House
Israel
$236K -$3.66K -39 -1%
SC
2007
Sierra Capital
Florida
$235K +$16.9K +180 +7%
LAM
2008
Lynch Asset Management
Pennsylvania
$235K +$254K +2,700 New
OHWP
2009
Oak Harbor Wealth Partners
North Carolina
$234K +$252K +2,679 New
DA
2010
Dash Acquisitions
California
$234K +$252K +2,681 New
CMS
2011
Capital Market Strategies
Florida
$234K +$252K +2,688 New
RCG
2012
Rock Creek Group
District of Columbia
$233K +$32.8K +349 +15%
EWP
2013
Engrave Wealth Partners
Texas
$232K +$249K +2,657 New
CBB
2014
Citizens Business Bank
California
$231K
RRA
2015
Round Rock Advisors
Connecticut
$231K +$249K +2,648 New
JF
2016
JSF Financial
California
$230K -$16.2K -173 -6%
DPI
2017
Diversified Portfolios Inc
Michigan
$230K
FC
2018
Family CFO
California
$230K +$247K +2,632 New
BSB
2019
Bangor Savings Bank
Maine
$229K -$6.57K -70 -3%
CC
2020
Constitution Capital
Connecticut
$227K -$9.39K -100 -4%
WCG
2021
Weaver Consulting Group
California
$227K -$8.45K -90 -3%
EA
2022
Emerald Advisors
Washington
$227K +$244K +2,600 New
NAMM
2023
NorthStar Asset Management (Massachusetts)
Massachusetts
$226K +$19K +202 +8%
FRA
2024
Front Row Advisors
California
$224K -$10K -107 -4%
FWM
2025
ForthRight Wealth Management
Georgia
$223K +$23.5K +250 +11%

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.