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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
PCFFS
2101
Pacific Center for Financial Services
California
$156K +$16.2K +173 +11%
LWCFA
2102
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$156K +$28.8K +307 +21%
RCA
2103
Riverview Capital Advisers
Massachusetts
$154K +$166K +1,771 New
JGIA
2104
Jackson Grant Investment Advisers
Connecticut
$154K
DHGWA
2105
Dixon Hughes Goodman Wealth Advisors
North Carolina
$154K +$166K +1,764 New
TFGT
2106
TS Financial Group (TSFG)
Illinois
$147K +$1.88K +20 +1%
BBPWM
2107
Blue Bell Private Wealth Management
Pennsylvania
$147K +$158K +1,683 New
SWM
2108
Sugarloaf Wealth Management
Georgia
$146K +$9.39K +100 +6%
CTB
2109
Country Trust Bank
Illinois
$145K +$59.2K +631 +61%
PFA
2110
Professional Financial Advisors
Nebraska
$143K +$469 +5 +0.3%
ODG
2111
O'Dell Group
Ohio
$142K
MTWM
2112
Masso Torrence Wealth Management
New Jersey
$140K +$150K +1,601 New
TC
2113
Tacita Capital
Ontario, Canada
$139K +$40.4K +430 +37%
COCM
2114
Charter Oak Capital Management
New Hampshire
$138K -$28.2K -300 -16%
WIM
2115
Westside Investment Management
California
$136K -$338K -3,605 -19%
HCP
2116
Hexagon Capital Partners
Arkansas
$135K
MRCM
2117
M&R Capital Management
New Jersey
$134K
HWA
2118
HHM Wealth Advisors
Tennessee
$132K
PSB
2119
Piscataqua Savings Bank
New Hampshire
$132K
NOI
2120
Newton One Investments
Delaware
$131K +$469 +5 +0.3%
ACM
2121
AUA Capital Management
Pennsylvania
$131K +$23.5K +250 +20%
NICM
2122
Neo Ivy Capital Management
New York
$131K +$141K +1,505 New
KOCAA
2123
Knights of Columbus Asset Advisors
Connecticut
$129K -$1.23M -13,085 -90%
AIM
2124
Acropolis Investment Management
Missouri
$127K +$4.7K +50 +4%
AWM
2125
Atticus Wealth Management
Florida
$127K +$93.9K +1,000 +218%

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.