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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
CH
2126
Canton Hathaway
Rhode Island
$121K
SN
2127
Sittner & Nelson
Oregon
$121K
KA
2128
Kozak & Associates
Colorado
$120K +$563 +6 +0.4%
TC
2129
Trust Company
Kansas
$117K
CFFP
2130
Center for Financial Planning
Michigan
$116K
HDIM
2131
Hanson & Doremus Investment Management
Vermont
$116K +$94 +1 +0.1%
SSC
2132
Syverson Strege & Co
Iowa
$113K -$27K -288 -18%
CCM
2133
Chilton Capital Management
Texas
$113K +$122K +1,300 New
TF
2134
TimeScale Financial
Massachusetts
$112K +$469 +5 +0.4%
HC
2135
Hoese & Co
Minnesota
$109K
BIMC
2136
Benson Investment Management Company
Virginia
$108K
1IA
2137
1834 Investment Advisors
Wisconsin
$105K
RIM
2138
Rockbridge Investment Management
New York
$104K +$10.6K +113 +11%
AFIA
2139
America First Investment Advisors
Nebraska
$101K
CWM
2140
Cranbrook Wealth Management
Michigan
$101K
POIA
2141
Pin Oak Investment Advisors
Texas
$98K
SC
2142
Solstein Capital
California
$98K
KPCM
2143
Kings Point Capital Management
New York
$92K -$657 -7 -0.7%
BIA
2144
Bell Investment Advisors
California
$92K +$4.98K +53 +5%
NFSG
2145
Newbridge Financial Services Group
Florida
$92K +$39K +415 +65%
EWA
2146
EverSource Wealth Advisors
Alabama
$92K +$98.4K +1,048 New
SC
2147
Steph & Co
Wisconsin
$90K +$39.1K +416 +67%
FEG
2148
Financial Enhancement Group
Indiana
$89K -$20.3K -216 -17%
FFC
2149
Fure Financial Corporation
Minnesota
$88K
EIM
2150
Essex Investment Management
Massachusetts
$87K

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.