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Oracle
ORCL

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: 2,106 → 2,299 (+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: 80 → 57 (-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

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$393M
2
JP Morgan Chase
JP Morgan Chase
New York
+$359M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$311M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$236M
5
BlackRock
BlackRock
New York
+$177M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$299M
2
BCIM
Black Creek Investment Management
Ontario, Canada
-$285M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$266M
4
Boston Partners
Boston Partners
Massachusetts
-$226M
5
MAMU
Marathon Asset Management (UK)
United Kingdom
-$210M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2276
Navigation Wealth Management
Colorado
$5K – – –
ST
2277
Sageworth Trust
Pennsylvania
$5K – – –
TFM
2278
TFC Financial Management
Massachusetts
$5K – – –
SPWG
2279
Sage Private Wealth Group
Illinois
$4K +$5.35K +57 New
VRS
2280
Virginia Retirement Systems
Virginia
$3.79K – – –
PCH
2281
Polar Capital Holdings
United Kingdom
$3.78K -$483K -5,143 -11%
CWA
2282
Carolina Wealth Advisors
South Carolina
$3K – – –
CCM
2283
Cribstone Capital Management
Maine
$3K – – –
Parallax Volatility Advisers
2284
Parallax Volatility Advisers
California
$3K – – –
WAS
2285
Winch Advisory Services
Wisconsin
$3K – – –
JSAM
2286
J. Safra Asset Management
New York
$2K -$171K -1,826 -91%
JAM
2287
JCIC Asset Management
Ontario, Canada
$2K – – –
CAM
2288
ClariVest Asset Management
California
$2K +$2.25K +24 New
LWM
2289
Liberty Wealth Management
California
$1.97K +$563 +6 +0%
FGAM
2290
Financial Gravity Asset Management
Texas
$1.49K +$219K +2,332 +13,718%
AW
2291
Avion Wealth
Texas
$1K – – –
BCM
2292
Bourgeon Capital Management
Connecticut
$1K – – –
HCM
2293
Highlander Capital Management
New Jersey
$1K – – –
LAS
2294
Lloyd Advisory Services
Georgia
$1K – – –
RPCONE
2295
Retirement Planning Company of New England
Rhode Island
$1K +$1.03K +11 New
WA
2296
WestEnd Advisors
North Carolina
$959 +$1.03K +11 New
CP
2297
Castleview Partners
Texas
$621 +$5.08M +54,157 New
FHC
2298
First Heartland Consultants
Missouri
$450 -$3.1K -33 -0.6%
BIM
2299
Baldwin Investment Management
Pennsylvania
$262 – – –
FFG
2300
Ford Financial Group
California
$230 -$2.35K -25 -0.9%
90 91
92
93 94

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.