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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
NL
2251
NVWM LLC
Pennsylvania
$14K +$7.61K +81 +98%
SCA
2252
Sandy Cove Advisors
Massachusetts
$14K +$14.8K +158 New
EFS
2253
Econ Financial Services
Pennsylvania
$13K +$14.1K +150 New
AFS
2254
Annapolis Financial Services
Maryland
$12K
WB
2255
West Bancorporation
Iowa
$12K +$12.8K +136 New
DWMG
2256
DB Wealth Management Group
California
$11K
CWM
2257
CarsonAllaria Wealth Management
Illinois
$11K +$11.5K +123 New
RCM
2258
Raleigh Capital Management
North Carolina
$11K +$11.6K +124 New
RF
2259
Robbins Farley
New Hampshire
$9K
SMG
2260
Spectrum Management Group
Indiana
$9K
IPW
2261
IronBridge Private Wealth
Texas
$9K +$94 +1 +1%
CMA
2262
Cedar Mountain Advisors
Oregon
$9K +$9.39K +100 New
PP
2263
PFS Partners
New Jersey
$8.11K +$8.73K +93 New
MS
2264
Mizuho Securities
Japan
$8K -$9.29K -99 -53%
RDFA
2265
Ritter Daniher Financial Advisory
Ohio
$8K
SC
2266
Schubert & Co
Texas
$8K +$8.92K +95 New
PWC
2267
PYA Waltman Capital
Tennessee
$8K +$9.11K +97 New
AS
2268
Altshuler Shaham
Israel
$7K -$75K -799 -91%
LPWM
2269
Lake Point Wealth Management
Texas
$7K
LWA
2270
Lenox Wealth Advisors
New York
$7K +$2.72K +29 +62%
UCB
2271
United Community Bank
South Carolina
$6.89K +$7.42K +79 New
UIA
2272
Ulland Investment Advisors
Minnesota
$6K +$6.67K +71 New
CFN
2273
Cordasco Financial Network
Florida
$5K
LIM
2274
Longfellow Investment Management
Massachusetts
$5K
MFT
2275
Moisand Fitzgerald Tamayo
Florida
$5K

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.