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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.4B -$266M -2,832,589 -2%
BlackRock
2
BlackRock
New York
$10.4B +$177M +1,886,260 +2%
State Street
3
State Street
Massachusetts
$5.99B -$82.4M -877,559 -1%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$2.69B -$146M -1,556,839 -5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.57B -$67.2M -715,196 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.38B -$16.9M -179,964 -0.7%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$2.24B -$49M -522,140 -2%
Northern Trust
8
Northern Trust
Illinois
$1.95B -$111M -1,184,776 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.53B -$91.1M -970,617 -5%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.47B +$359M +3,824,637 +29%
Bank of America
11
Bank of America
North Carolina
$1.4B -$201M -2,145,773 -12%
Fisher Asset Management
12
Fisher Asset Management
Washington
$1.4B +$64.1M +683,095 +4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.06B +$236M +2,516,556 +26%
Morgan Stanley
14
Morgan Stanley
New York
$1.05B +$157M +1,667,729 +16%
Legal & General Group
15
Legal & General Group
United Kingdom
$1.02B -$77M -819,572 -7%
AllianceBernstein
16
AllianceBernstein
Tennessee
$1.02B -$49.4M -526,096 -4%
Charles Schwab
17
Charles Schwab
California
$995M -$9.55M -101,683 -0.9%
Goldman Sachs
18
Goldman Sachs
New York
$976M -$38.2M -406,465 -4%
Norges Bank
19
Norges Bank
Norway
$947M -$197M -2,101,697 -16%
PPA
20
Parametric Portfolio Associates
Washington
$877M -$3.61M -38,469 -0.4%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$865M -$21.9M -233,513 -2%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$863M -$19.2M -204,656 -2%
Primecap Management
23
Primecap Management
California
$851M -$18.8M -199,930 -2%
LSV Asset Management
24
LSV Asset Management
Illinois
$825M -$47.9M -509,980 -5%
N
25
Nuveen
North Carolina
$736M +$21.2M +226,177 +3%

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.