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Oracle

2,042 hedge funds and large institutions have $93.1B invested in Oracle in 2021 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 783 increasing their positions, 790 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 110

23% more call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.19B

2% more funds holding

Funds holding: 1,9982,042 (+44)

3% more capital invested

Capital invested by funds: $90.3B → $93.1B (+$2.82B)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.45% less ownership

Funds ownership: 46.75%46.31% (-0.45%)

1% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 790

Holders
2,042
Holders Change
+44
Holders Change %
+2.2%
% of All Funds
35.86%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.02%
New
175
Increased
783
Reduced
790
Closed
110
Calls
$1.46B
Puts
$1.19B
Net Calls
+$270M
Net Calls Change
+$375M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
351
Wealth Enhancement Advisory Services
Minnesota
$13.9M +$305K +4,716 +3%
FNT
352
First National Trust
Pennsylvania
$13.9M +$381K +5,881 +3%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$13.8M +$931K +14,379 +8%
Squarepoint
354
Squarepoint
New York
$13.8M +$9.47M +146,232 +294%
ACM
355
Argent Capital Management
Missouri
$13.7M -$583 -9 -0%
FCH
356
Freestone Capital Holdings
Washington
$13.7M -$505K -7,806 -4%
FT
357
Fiduciary Trust
Massachusetts
$13.6M -$575K -8,887 -4%
CTA
358
Chesley Taft & Associates
Illinois
$13.4M +$1.59M +24,601 +16%
OCM
359
Oakview Capital Management
Texas
$13.3M -$284K -4,391 -2%
AAF
360
Andra AP-fonden
Sweden
$13.1M -$544K -8,400 -4%
DJSG
361
D.J. St. Germain
Massachusetts
$13.1M +$95.4K +1,473 +0.8%
SMI
362
Shelter Mutual Insurance
Missouri
$13M
GH
363
GAM Holding
Switzerland
$13M +$99.4K +1,536 +0.8%
MCM
364
MAI Capital Management
Ohio
$13M -$123K -1,900 -1%
Vontobel Holding
365
Vontobel Holding
Switzerland
$12.9M +$4.22M +65,239 +55%
JIM
366
Jensen Investment Management
Oregon
$12.9M -$521K -8,048 -4%
JIC
367
Johnson Investment Counsel
Ohio
$12.9M -$677K -10,451 -5%
AI
368
Atria Investments
North Carolina
$12.9M +$397K +6,137 +3%
MJRIC
369
Mogy Joel R Investment Counsel
California
$12.8M -$791K -12,222 -6%
DILIC
370
Dai-ichi Life Insurance Company
Japan
$12.8M -$2.39M -36,985 -17%
SFI
371
Siemens Fonds Invest
Germany
$12.7M -$2.48M -38,320 -17%
WT
372
Whittier Trust
California
$12.7M +$110K +1,704 +0.9%
WC
373
Woodstock Corp
Massachusetts
$12.7M -$414K -6,387 -3%
TAF
374
Tredje AP-fonden
Sweden
$12.6M -$32.4M -500,000 -74%
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6M -$770K -11,899 -6%

ORCL Hedge Fund Activity: Q1 2021 in Review

2,042 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2021, worth a combined $93.1B — up 3.1% from $90.3B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new ORCL positions and 110 closed out — a net gain of 65 holders — while 783 added to existing stakes and 790 trimmed.

The largest buyer was American Century Companies, adding an estimated $346M. The largest seller was Vanguard Group, cutting an estimated $482M.

  • 2,042 institutional investors held Oracle (ORCL) as of Q1 2021, up from 1,998 in Q4 2020.
  • Funds reported $93.1B of Oracle stock for Q1 2021, up 3.1% quarter-over-quarter.
  • 175 funds opened new Oracle positions in Q1 2021 and 110 closed out, a net change of +65 holders.
  • The largest Oracle buyer in Q1 2021 was American Century Companies, an estimated $346M added.
  • The largest Oracle seller in Q1 2021 was Vanguard Group, an estimated $482M sold.

Based on aggregated 13F filings for Q1 2021.