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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
KCM
2076
KRS Capital Management
Michigan
$189K +$204K +2,172 New
GWSG
2077
GPS Wealth Strategies Group
Colorado
$187K -$15.5K -165 -7%
TFO
2078
Tarbox Family Office
California
$187K -$657 -7 -0.3%
CYG
2079
Clean Yield Group
Vermont
$186K -$9.11K -97 -4%
JWA
2080
JFS Wealth Advisors
Pennsylvania
$184K +$25.2K +268 +15%
Manulife (Manufacturers Life Insurance)
2081
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183K -$25.7M -273,545 -12%
FPB
2082
First PREMIER Bank
South Dakota
$182K +$939 +10 +0.5%
CAM
2083
CenterStar Asset Management
Illinois
$181K
WWMSC
2084
Wagner Wealth Management (South Carolina)
South Carolina
$178K +$79.2K +844 +71%
RP
2085
Rowlandmiller & Partners
Georgia
$177K +$191K +2,033 New
FMP
2086
Financial Management Professionals
Texas
$175K
FA
2087
Fortis Advisors
Pennsylvania
$175K
VCM
2088
Versant Capital Management
Arizona
$175K
CCC
2089
Crescent Capital Consulting
Louisiana
$174K
KFP
2090
KB Financial Partners
New Jersey
$173K -$47.2K -503 -20%
TC
2091
Truvestments Capital
Florida
$173K +$5.26K +56 +3%
VNA
2092
Valley National Advisers
Pennsylvania
$173K +$12.1K +129 +7%
AA
2093
AlphaMark Advisors
Kentucky
$172K +$94 +1 +0.1%
FCA
2094
FinTrust Capital Advisors
South Carolina
$169K
EWM
2095
Elmwood Wealth Management
California
$169K +$182K +1,938 New
TSWM
2096
Tyler-Stone Wealth Management
Ohio
$168K +$181K +1,930 New
ZIG
2097
Zullo Investment Group
Pennsylvania
$162K +$175K +1,863 New
CSWM
2098
Cassady Schiller Wealth Management
Ohio
$159K +$171K +1,821 New
LJHT
2099
Laurie J. Hall Trustee
$157K
GI
2100
Gradient Investments
Minnesota
$157K +$4.6K +49 +3%

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.