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
TSW
451
Thompson Siegel & Walmsley
Virginia
$7.41M -$165K -2,770 -2%
CCM
452
Cohen Capital Management
California
$7.33M -$541K -9,094 -7%
KRS
453
Kentucky Retirement Systems
Kentucky
$7.29M -$46.4K -779 -0.7%
PAM
454
Premier Asset Management
Illinois
$7.28M +$6.7M +112,592 New
Eagle Capital Management (New York)
455
Eagle Capital Management (New York)
New York
$7.28M
FVCM
456
F&V Capital Management
Florida
$7.26M +$227K +3,810 +4%
PTB
457
Pioneer Trust Bank
Oregon
$7.23M +$95.5K +1,604 +1%
NAM
458
NorthCoast Asset Management
Connecticut
$7.22M -$445K -7,482 -6%
PAM
459
Panagora Asset Management
Massachusetts
$7.18M -$12.2M -204,709 -65%
SAM
460
SP Asset Management
California
$7.15M -$481K -8,086 -7%
CTA
461
Colonial Trust Advisors
South Carolina
$7.14M +$308K +5,170 +5%
PCM
462
Parsons Capital Management
Rhode Island
$7.12M +$8.1K +136 +0.1%
TAIM
463
Te Ahumairangi Investment Management
New Zealand
$7.05M +$2.34M +39,370 +57%
VIA
464
Vident Investment Advisory
Georgia
$7.04M +$767K +12,892 +13%
VHAM
465
Van Hulzen Asset Management
California
$7.03M -$179K -3,002 -3%
ACM
466
AlphaCrest Capital Management
New York
$6.99M +$1.65M +27,737 +35%
KA
467
Kintegral Advisory
New York
$6.94M
WJWM
468
Williams Jones Wealth Management
New York
$6.91M -$122K -2,053 -2%
DWM
469
Dorchester Wealth Management
Quebec, Canada
$6.88M -$174K -2,919 -3%
GCAC
470
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.8M -$73.6K -1,237 -1%
FPFS
471
First Personal Financial Services
North Carolina
$6.77M +$6.73K +113 +0.1%
FAT
472
First American Trust
California
$6.75M -$311K -5,228 -5%
NMIMC
473
Northwestern Mutual Investment Management Company
Wisconsin
$6.73M -$610K -10,241 -9%
DC
474
Davenport & Co
Virginia
$6.73M +$1.88M +31,601 +44%
DCM
475
Dupont Capital Management
Delaware
$6.69M -$212K -3,569 -3%

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.