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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
CFS
2026
CRA Financial Services
New Jersey
$222K -$18.7K -199 -7%
AWM
2027
AllSquare Wealth Management
New York
$222K
FIB
2028
First Interstate Bank
Montana
$222K
NCM
2029
Northwest Capital Management
Oregon
$222K
APC
2030
Aspire Private Capital
North Carolina
$221K +$94 +1 +0%
AIFAIM
2031
American Institute for Advanced Investment Management
Arizona
$220K
BWA
2032
BlueSky Wealth Advisors
North Carolina
$220K
KWS
2033
Keystone Wealth Services
California
$219K +$236K +2,512 New
FMB
2034
Field & Main Bank
Kentucky
$218K -$28.2K -300 -11%
NJBEST
2035
New Jersey Better Educational Savings Trust
New Jersey
$218K
WA
2036
Wealthstream Advisors
New York
$218K +$235K +2,505 New
LWMG
2037
Levy Wealth Management Group
Pennsylvania
$217K
TWM
2038
Tradition Wealth Management
Minnesota
$217K +$47.3K +504 +25%
F
2039
F3Logic
Minnesota
$216K -$27.5K -293 -11%
HNWAG
2040
High Net Worth Advisory Group
Florida
$216K +$232K +2,475 New
WP
2041
WealthShield Partners
North Carolina
$215K +$231K +2,462 New
EVM
2042
Evelyn V. Moreno
$215K +$231K +2,465 New
CA
2043
CGN Advisors
Kansas
$214K +$12.7K +135 +6%
ST
2044
Sentinel Trust
Texas
$214K +$231K +2,456 New
BFC
2045
Blue Fin Capital
Rhode Island
$213K -$24.4K -260 -10%
WH
2046
Willner & Heller
California
$213K +$229K +2,442 New
IFA
2047
Index Fund Advisors
California
$213K +$230K +2,447 New
WFS
2048
Widmann Financial Services
Maryland
$213K +$230K +2,448 New
SC
2049
Stephens Consulting
Michigan
$212K +$228K +2,432 New
WFA
2050
West Financial Advisors
Iowa
$212K

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.