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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
EPM
2151
Equitec Proprietary Markets
Illinois
$87K +$93.9K +1,000 New
DAC
2152
Dividend Assets Capital
South Carolina
$86K -$7.14K -76 -7%
SIS
2153
Sound Income Strategies
Florida
$84K +$469 +5 +0.5%
HCM
2154
Huber Capital Management
California
$83K +$5.35K +57 +6%
SFO
2155
Standard Family Office
South Dakota
$83K +$46.7K +497 +110%
CSB
2156
City State Bank
Iowa
$83K +$89.2K +950 New
EWM
2157
Edge Wealth Management
New York
$82K
CWM
2158
Curi Wealth Management
North Carolina
$80K +$86.8K +925 New
CNBTD
2159
Citizens National Bank Trust Department
Mississippi
$78K -$751K -8,000 -90%
JIR
2160
James Investment Research
Ohio
$78K
C
2161
Covestor
United Kingdom
$77K +$83.2K +886 New
MFM
2162
MD Financial Management
Ontario, Canada
$74K -$4.03M -42,943 -98%
IFS
2163
Intelligent Financial Strategies
Minnesota
$74K +$80.2K +854 New
EARNEST Partners
2164
EARNEST Partners
Georgia
$73K
AWM
2165
Activest Wealth Management
Florida
$73K +$94 +1 +0.1%
AAP
2166
Arax Advisory Partners
Colorado
$70K -$6.1K -65 -7%
SCA
2167
Stuart Chaussee & Associates
California
$70K
TI
2168
Truehand Inc
New Hampshire
$70K
TLCM
2169
Twin Lakes Capital Management
California
$70K
RK
2170
Rather & Kittrell
Tennessee
$70K +$76.3K +813 New
MWM
2171
Mascoma Wealth Management
New Hampshire
$69K +$7.51K +80 +11%
DWA
2172
Delos Wealth Advisors
Texas
$66K +$70.9K +755 New
CWAF
2173
Core Wealth Advisors (Florida)
Florida
$65K
AIM
2174
AHL Investment Management
Florida
$65K +$69.9K +744 New
RA
2175
Rise Advisors
New York
$64.8K +$69.8K +743 New

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.