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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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$39.7M -$1.16M -12,309 -3%
FAF
202
Fjarde Ap-fonden
Sweden
$39.6M -$8.98M -95,621 -17%
CIBC Private Wealth Group
203
CIBC Private Wealth Group
Georgia
$39.1M +$1.01M +10,805 +2%
Lazard Asset Management
204
Lazard Asset Management
New York
$38.4M -$39.5M -420,490 -49%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$38.4M +$28.4M +302,088 +219%
NA
206
NewEdge Advisors
Louisiana
$37.8M +$5.27M +56,119 +15%
AB
207
Amalgamated Bank
New York
$37.8M +$5.39M +57,441 +15%
Osaic Holdings
208
Osaic Holdings
Arizona
$37.6M +$5.41M +57,655 +15%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$37.5M -$16.8M -178,422 -29%
CGH
210
Crossmark Global Holdings
Texas
$37.3M +$2.29M +24,443 +6%
SG Americas Securities
211
SG Americas Securities
New York
$36.6M -$16.7M -178,392 -30%
CB
212
Commerce Bank
Missouri
$36.4M -$340K -3,620 -0.9%
GLA
213
Great Lakes Advisors
Illinois
$35.5M -$23.5M -249,759 -38%
SOMRS
214
State of Michigan Retirement System
Michigan
$35.4M -$714K -7,600 -2%
DILIC
215
Dai-ichi Life Insurance Company
Japan
$35.3M -$283K -3,017 -0.7%
JAM
216
Jupiter Asset Management
United Kingdom
$34.1M +$18.2M +193,600 +100%
Nomura Asset Management
217
Nomura Asset Management
Japan
$33.9M -$10.9M -115,859 -23%
DnB Asset Management
218
DnB Asset Management
Norway
$33.7M -$575K -6,126 -2%
Rafferty Asset Management
219
Rafferty Asset Management
New York
$33.2M +$3.42M +36,413 +11%
CSIC
220
Clifford Swan Investment Counsel
California
$33M -$512K -5,453 -1%
Skandinaviska Enskilda Banken (SEB)
221
Skandinaviska Enskilda Banken (SEB)
Sweden
$33M -$5.57M -59,344 -14%
FAF
222
Första AP-fonden
Sweden
$32.7M -$4.88M -52,000 -12%
WBC
223
Westpac Banking Corp
Australia
$31.9M -$3.81M -40,587 -10%
GC
224
Guggenheim Capital
Illinois
$31.8M -$2.21M -23,586 -6%
OA
225
Oak Associates
Ohio
$31.7M +$94 +1 +0%

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.