Deerfield Management has fully exited its position in Oracle Corp (ORCL), a notable move given Deerfield's healthcare-focused mandate — Oracle's relevance to the sector stems primarily from its Cerner EHR acquisition and cloud infrastructure plays tied to clinical data and AI-driven health systems. The exit may reflect Deerfield's view that near-term catalysts for healthcare IT monetization are insufficient to justify holding a large-cap generalist tech name against more targeted opportunities.

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Position Trend

Aug 14, 2025

0 funds

Nov 14, 2025

0 funds

Feb 17, 2026

0 funds

May 15, 2026

$688K

1 fund

+85% total institutional value over 9 quarters

Short Interest

Short Shares

723K

Change

+229.9%

Days to Cover

0.1

Settlement

May 29, 2026

Short interest over 4 periods

Catalysts

No catalysts tracked.

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Position Details

Driehaus CapitalNEW POSITIONMay 15, 2026

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Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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