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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
MA
401
MUFG Americas
New York
$10M +$13.3K +223 +0.1%
OPERF
402
Oregon Public Employees Retirement Fund
Oregon
$9.82M -$19.1M -321,627 -68%
WAS
403
Wesleyan Assurance Society
United Kingdom
$9.79M
GHA
404
GW Henssler & Associates
Georgia
$9.77M -$56.4K -948 -0.6%
Kovitz Investment Group Partners
405
Kovitz Investment Group Partners
Illinois
$9.73M +$780K +13,102 +10%
WAM
406
Winslow Asset Management
Ohio
$9.69M -$112K -1,878 -1%
CA
407
Cullinan Associates
Kentucky
$9.54M +$125K +2,100 +1%
LS
408
Livforsakringsbolaget Skandia
Sweden
$9.52M +$446K +7,500 +5%
GIA
409
Granite Investment Advisors
New Hampshire
$9.44M -$132K -2,210 -1%
BF
410
BOK Financial
Oklahoma
$9.36M +$126K +2,112 +1%
SAM
411
Silvercrest Asset Management
New York
$9.33M -$217K -3,644 -2%
NRS
412
Neville Rodie & Shaw
New York
$9.28M -$773K -12,990 -8%
CAG
413
Crestwood Advisors Group
Massachusetts
$9.26M -$425K -7,143 -5%
EMPI
414
Elo Mutual Pension Insurance
Finland
$9.17M +$7.8M +130,972 +1,208%
QPWM
415
Quadrant Private Wealth Management
Pennsylvania
$9.12M -$325K -5,466 -4%
MGIA
416
Matthew Goff Investment Advisor
Texas
$9.12M +$41.4K +695 +0.5%
SCM
417
Stonebridge Capital Management
California
$9.05M -$59.5K -1,000 -0.7%
HI
418
Hendershot Investments
Virginia
$9.03M +$11.1K +186 +0.1%
DY
419
Dowling & Yahnke
California
$8.97M +$204K +3,433 +3%
HCM
420
Harvey Capital Management
Florida
$8.95M -$89.3K -1,500 -1%
MNBTD
421
Moody National Bank Trust Division
Texas
$8.7M
HFS
422
Haverford Financial Services
Pennsylvania
$8.62M -$9.53K -160 -0.1%
PSUF
423
People's United Financial
Connecticut
$8.5M -$972K -16,334 -11%
Daiwa Securities Group
424
Daiwa Securities Group
Japan
$8.49M -$530K -8,898 -6%
Nomura Holdings
425
Nomura Holdings
Japan
$8.48M -$1.45M -24,342 -15%

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.