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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
TFP
2201
Tilia Fiduciary Partners
North Carolina
$41K +$43.8K +466 New
TFS
2202
TrustCore Financial Services
Tennessee
$40K -$9.39K -100 -18%
EL
2203
EMFO LLC
Florida
$39K
LB
2204
Legacy Bridge
Iowa
$38K
JMF
2205
Johnson Midwest Financial
Iowa
$36K +$188 +2 +0.5%
CM
2206
Cornerstone Management
Georgia
$35.1K +$37.8K +403 New
ICM
2207
Islay Capital Management
Texas
$35K
EIP
2208
Ellis Investment Partners
Pennsylvania
$35K +$94 +1 +0.3%
BA
2209
Bivin & Associates
Oklahoma
$35K +$37.6K +400 New
FCT
2210
First Community Trust
Iowa
$34.9K +$37.6K +400 New
CPA
2211
Cowen Prime Advisors
New York
$34K
MWC
2212
MBM Wealth Consultants
Missouri
$34K
MAM
2213
Magellan Asset Management
Australia
$33K -$36.2K -386 -51%
EA
2214
Evolution Advisers
Virginia
$33K +$35.7K +380 New
ACK
2215
Andrew C. Karlinski
$32K +$34.8K +371 New
BAM
2216
Baldrige Asset Management
Pennsylvania
$31K
PAI
2217
Pittenger & Anderson Inc
Nebraska
$31K
M1FG
2218
Mach-1 Financial Group
Arkansas
$30K +$32.4K +345 New
IAS
2219
IMA Advisory Services
Colorado
$29K +$9.39K +100 +44%
IRAG
2220
Investment Research & Advisory Group
Georgia
$28K
MAM
2221
McCarthy Asset Management
California
$28K
LFA
2222
Level Financial Advisors
New York
$28K +$30.5K +325 New
JWM
2223
Janiczek Wealth Management
Colorado
$27K
NC
2224
NewSquare Capital
Pennsylvania
$27K
AWM
2225
Accel Wealth Management
Iowa
$26K

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.