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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
William Blair & Company
376
William Blair & Company
Illinois
$11.9M -$261K -4,384 -2%
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
$11.8M +$254K +4,274 +2%
WT
378
Whittier Trust
California
$11.6M -$44.3K -745 -0.4%
TAM
379
Tocqueville Asset Management
New York
$11.5M -$151K -2,531 -1%
AI
380
Atria Investments
North Carolina
$11.5M +$340K +5,715 +3%
CA
381
Cornerstone Advisors
North Carolina
$11.4M
HI
382
HBK Investments
Texas
$11.4M +$6.91M +116,085 +191%
Wealth Enhancement Advisory Services
383
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$7.38M +123,979 +211%
LNB
384
Ledyard National Bank
$11.2M -$123K -2,061 -1%
AL
385
AJO LP
Pennsylvania
$11.1M -$58.5M -983,105 -85%
Cambridge Investment Research Advisors
386
Cambridge Investment Research Advisors
Iowa
$11M -$3.44M -57,746 -25%
SAM
387
Securian Asset Management
Minnesota
$11M -$488K -8,199 -5%
CM
388
Churchill Management
California
$10.9M +$1.89M +31,750 +23%
LIA
389
LS Investment Advisors
Michigan
$10.9M -$215K -3,619 -2%
SBH
390
Segall Bryant & Hamill
Illinois
$10.8M -$183K -3,067 -2%
ZCM
391
Ziegler Capital Management
Illinois
$10.8M -$3.7M -62,127 -27%
TG
392
TCW Group
California
$10.7M +$7.73M +129,884 +369%
Mariner
393
Mariner
Kansas
$10.7M +$2.54M +42,591 +35%
AI
394
Ariel Investments
Illinois
$10.5M
BCA
395
Bernzott Capital Advisors
California
$10.3M -$906K -15,221 -9%
EWM
396
Endurance Wealth Management
Rhode Island
$10.2M -$13.4K -225 -0.1%
FM
397
Foster & Motley
Ohio
$10.1M +$190K +3,190 +2%
PAM
398
Peak Asset Management
Colorado
$10.1M -$488K -8,195 -5%
CTA
399
Chesley Taft & Associates
Illinois
$10.1M -$20.8K -350 -0.2%
NB
400
Norinchukin Bank
Japan
$10M -$498K -8,361 -5%

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.