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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
ARMC
2226
American Research & Management Company
Massachusetts
$26K
OA
2227
Operose Advisors
Wisconsin
$26K +$27.7K +295 New
BA
2228
Bellwether Advisors
Nebraska
$25K
OAJ
2229
Ogorek Anthony Joseph
New York
$25K
FAM
2230
Fred Alger Management
New York
$24K -$2.16K -23 -8%
JWBC
2231
John W. Brooker & Co
California
$24K
GWMIA
2232
Global Wealth Management Investment Advisory
Florida
$22K
SA
2233
SRH Advisors
Kansas
$22K
PP
2234
Pacifica Partners
Canada
$22K +$8.64K +92 +57%
CWA
2235
Clearview Wealth Advisors
Oregon
$21K
HH
2236
HWG Holdings
Texas
$21K +$22.4K +239 New
MGIM
2237
M&G Investment Management
United Kingdom
$21K -$26.3M -280,266 -54%
RDIA
2238
RE Dickinson Investment Advisors
Iowa
$20K +$21.8K +232 New
BGC
2239
Beutel, Goodman & Co
Ontario, Canada
$18K -$156M -1,660,300 -100%
AW
2240
Alaethes Wealth
Nevada
$18K
LFG
2241
Leverty Financial Group
Wisconsin
$18K +$19.4K +207 New
SWM
2242
Selective Wealth Management
Virginia
$17K -$103K -1,100 -85%
HWM
2243
Holloway Wealth Management
Florida
$17K
LWA
2244
Lowe Wealth Advisors
Maryland
$17K
IAG
2245
Investmark Advisory Group
Connecticut
$17K +$18.8K +200 New
CP
2246
Corbenic Partners
Pennsylvania
$16K
CF
2247
Concorde Financial
Texas
$16K +$16.8K +179 New
HWM
2248
HighMark Wealth Management
Minnesota
$15K
MFA
2249
McClarren Financial Advisors
Pennsylvania
$15K +$188 +2 +1%
GWMI
2250
Guardian Wealth Management (Illinois)
Illinois
$15K +$15.9K +169 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.