We are live on ! Find out more
ORCL icon

Oracle

1,998 hedge funds and large institutions have $90.3B invested in Oracle in 2020 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 633 increasing their positions, 826 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 85

7% more funds holding

Funds holding: 1,8701,998 (+128)

6% more capital invested

Capital invested by funds: $85.4B → $90.3B (+$4.89B)

0.89% less ownership

Funds ownership: 47.64%46.75% (-0.89%)

7% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.44B

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

23% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 826

Holders
1,998
Holders Change
+128
Holders Change %
+6.84%
% of All Funds
35.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.03%
New
242
Increased
633
Reduced
826
Closed
85
Calls
$1.33B
Puts
$1.44B
Net Calls
-$105M
Net Calls Change
-$378M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
326
Northwest & Ethical Investments
Ontario, Canada
$14.4M +$217K +3,639 +2%
JA
327
JLB & Associates
Michigan
$14.3M +$75.5K +1,268 +0.6%
BFS
328
Bradley Foster & Sargent
Connecticut
$14.2M -$20.4K -343 -0.2%
SFI
329
Siemens Fonds Invest
Germany
$14.2M +$13.1M +219,926 New
DILIC
330
Dai-ichi Life Insurance Company
Japan
$14.2M +$406K +6,825 +3%
BUB
331
BBVA USA Bancshares
Texas
$14.1M -$1.66M -27,865 -11%
RJT
332
Raymond James Trust
Florida
$14.1M +$627K +10,536 +5%
OCM
333
Oribel Capital Management
New York
$14.1M +$12.9M +217,400 New
SIA
334
Sit Investment Associates
Minnesota
$14.1M +$5.64M +94,821 +77%
BFA
335
Bragg Financial Advisors
North Carolina
$14M +$386K +6,487 +3%
AIM
336
Achmea Investment Management
Netherlands
$13.8M -$1.83M -30,711 -13%
PAM
337
Palisade Asset Management
Minnesota
$13.7M -$57.4K -965 -0.5%
NAM
338
Nissay Asset Management
Japan
$13.7M -$2.17M -36,393 -15%
SCP
339
Seizert Capital Partners
Michigan
$13.7M -$4.57M -76,747 -27%
RCM
340
Ratan Capital Management
Florida
$13.6M
BMSSC
341
B. Metzler seel. Sohn & Co
Germany
$13.5M +$11.7M +196,153 New
BC
342
Burney Company
Virginia
$13.3M +$103K +1,723 +0.8%
VCM
343
Violich Capital Management
California
$13.2M -$2.98K -50 -0%
FT
344
Fiduciary Trust
Massachusetts
$13.2M -$762K -12,802 -6%
FCH
345
Freestone Capital Holdings
Washington
$13.1M +$548K +9,198 +5%
KCM
346
Kanawha Capital Management
Virginia
$13.1M +$9.41K +158 +0.1%
NC
347
Naman Capital
Brazil
$12.9M
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$12.9M +$1.07M +17,907 +10%
SCM
349
Shelton Capital Management
Colorado
$12.8M +$34.9K +586 +0.3%
II
350
IFM Investors
Australia
$12.6M +$1.37M +23,068 +13%

ORCL Hedge Fund Activity: Q4 2020 in Review

1,998 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2020, worth a combined $90.3B — up 5.7% from $85.4B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 85 closed out — a net gain of 157 holders — while 633 added to existing stakes and 826 trimmed.

The largest buyer was Nuveen, adding an estimated $208M. The largest seller was Vanguard Group, cutting an estimated $587M.

  • 1,998 institutional investors held Oracle (ORCL) as of Q4 2020, up from 1,870 in Q3 2020.
  • Funds reported $90.3B of Oracle stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q4 2020 and 85 closed out, a net change of +157 holders.
  • The largest Oracle buyer in Q4 2020 was Nuveen, an estimated $208M added.
  • The largest Oracle seller in Q4 2020 was Vanguard Group, an estimated $587M sold.

Based on aggregated 13F filings for Q4 2020.