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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
EI
2176
Ellevest Inc
New York
$62K -$274K -2,916 -81%
GCM
2177
Gables Capital Management
Florida
$62K
CWM
2178
Cedar Wealth Management
California
$61K
HS
2179
Horan Securities
United States
$61K +$65.9K +702 New
CFG
2180
CKW Financial Group
Hawaii
$60K
TAIM
2181
TD Ameritrade Investment Management
Nebraska
$57K -$150K -1,596 -71%
ONST
2182
Old North State Trust
North Carolina
$56K +$27.6K +294 +84%
FFWM
2183
Future Financial Wealth Management
Ohio
$55K +$58.7K +625 New
TAM
2184
Tucker Asset Management
Colorado
$53.7K
OIS
2185
Okabena Investment Services
Minnesota
$53K
TCWA
2186
Ten Capital Wealth Advisors
Washington
$53K
KLWA
2187
Kelly Lawrence W & Associates
California
$52K
AWA
2188
Amplius Wealth Advisors
Pennsylvania
$50K +$54.5K +580 New
CWC
2189
Carolinas Wealth Consulting
North Carolina
$49K -$10.8K -115 -17%
TIM
2190
Tortoise Investment Management
New York
$46K
IRC
2191
Investors Research Corp
Georgia
$44K
PA
2192
PSI Advisors
Florida
$44K +$188 +2 +0.4%
AIP
2193
Ahrens Investment Partners
Louisiana
$44K +$46.9K +500 New
LPP
2194
Life Planning Partners
Florida
$44K +$46.9K +500 New
SIC
2195
SJS Investment Consulting
Ohio
$44K +$47.3K +504 New
BFG
2196
Baron Financial Group
New Jersey
$43.9K +$94 +1 +0.2%
OF
2197
Outfitter Financial
Maine
$43K +$46.7K +497 New
WPWM
2198
Western Pacific Wealth Management
Illinois
$43K +$46.9K +500 New
A
2199
AustralianSuper
Australia
$42.1K -$12.7M -135,173 -22%
DWP
2200
Destiny Wealth Partners
Florida
$41K

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.