We are live on ! Find out more
ORCL icon

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
HNWA
2051
Henrickson Nauta Wealth Advisors
Michigan
$212K +$241K +2,569 New
BLC
2052
Brown, Lisle/Cummings
Rhode Island
$212K +$228K +2,430 New
BMCM
2053
Burns Matteson Capital Management
New York
$212K -$551K -5,869 -71%
BI
2054
Berkeley Inc
Idaho
$211K
GC
2055
Gratus Capital
Georgia
$211K
LFG
2056
Lazard Frères Gestion
France
$211K
LRIA
2057
Leonard Rickey Investment Advisors
Washington
$210K -$53.1K -566 -19%
MPM
2058
Meritage Portfolio Management
Kansas
$210K
MIFH
2059
Migdal Insurance & Financial Holdings
Israel
$209K -$32.8M -349,299 -99%
APW
2060
Acima Private Wealth
Virginia
$209K
AFAS
2061
Acorn Financial Advisory Services
Virginia
$209K +$4.88K +52 +2%
LCM
2062
Lewis Capital Management
California
$209K +$225K +2,400 New
BWCS
2063
Beirne Wealth Consulting Services
Connecticut
$208K +$223K +2,373 New
BAM
2064
Bellevue Asset Management
Washington
$205K -$5.16K -55 -2%
BHB
2065
Bank Hapoalim BM
Israel
$204K -$13.1K -140 -6%
CHA
2066
Cooper/Haims Advisors
New York
$204K -$2.35K -25 -1%
MWM
2067
Minot Wealth Management
Massachusetts
$202K +$218K +2,319 New
MCM
2068
MV Capital Management
Maryland
$200K -$3.66K -39 -2%
GWM
2069
Greenhouse Wealth Management
Connecticut
$200K +$215K +2,291 New
PHS
2070
Pekin Hardy Strauss
Illinois
$200K +$215K +2,295 New
PH
2071
Pinnacle Holdings
Oklahoma
$198K -$17K -181 -7%
SC
2072
Seldon Capital
California
$198K +$213K +2,265 New
WPA
2073
West Paces Advisors
Georgia
$196K
LFG
2074
Larson Financial Group
Missouri
$195K -$79.5K -847 -27%
WWM
2075
Wolff Wiese Magana
California
$189K -$8.07K -86 -4%

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.