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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
ZAM
2351
Zevin Asset Management
Massachusetts
-$266K -3,050 Closed
IIM
2352
InTrack Investment Management
Vermont
-$274K -2,900 Closed
ECM
2353
Exchange Capital Management
Michigan
-$248K -2,845 Closed
IWP
2354
IAG Wealth Partners
Wisconsin
-$240K -2,754 Closed
HIP
2355
HUB Investment Partners
Texas
-$228K -2,622 Closed
HA
2356
HYA Advisors
Missouri
-$248K -2,606 Closed
MSCM
2357
McElhenny Sheffield Capital Management
Texas
-$224K -2,569 Closed
FCCM
2358
First City Capital Management
Georgia
-$224K -2,567 Closed
LWM
2359
Lyell Wealth Management
California
-$223K -2,565 Closed
WLPWM
2360
Walled Lake Planning & Wealth Management
Illinois
-$219K -2,514 Closed
BC
2361
Brio Consultants
California
-$219K -2,513 Closed
BT
2362
Brandywine Trust
Delaware
-$214K -2,455 Closed
I
2363
INVST
Indiana
-$213K -2,448 Closed
OCM
2364
Osterweis Capital Management
California
-$211K -2,419 Closed
IA
2365
Insight Advisors
Pennsylvania
-$207K -2,164 Closed
PCM
2366
Pinz Capital Management
New York
-$183K -2,100 Closed
UFF
2367
USA Financial Formulas
Michigan
-$144K -1,658 Closed
JPLA
2368
Joseph P. Lucia & Associates
New York
-$139K -1,595 Closed
ALAM
2369
Asahi Life Asset Management
Japan
-$116K -1,330 Closed
SFP
2370
Sterling Financial Planning
New Jersey
-$99K -1,141 Closed
FCM
2371
Firestone Capital Management
Florida
-$86K -1,100 Closed
DFCM
2372
Dark Forest Capital Management
Puerto Rico
-$93K -1,069 Closed
CPC
2373
Consolidated Planning Corp
Georgia
-$83K -958 Closed
BDS
2374
Banco de Sabadell
Florida
-$81K -900 Closed
KIG
2375
Kowal Investment Group
Wisconsin
-$75K -863 Closed

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.