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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$700M -$298M -4,999,575 -32%
Goldman Sachs
27
Goldman Sachs
New York
$687M -$26.7M -448,619 -4%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$683M -$2.56M -42,979 -0.4%
Macquarie Group
29
Macquarie Group
Australia
$675M -$66.5M -1,117,363 -10%
Morgan Stanley
30
Morgan Stanley
New York
$671M +$37.9M +637,044 +7%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$649M -$6.84M -114,959 -1%
Primecap Management
32
Primecap Management
California
$632M +$890K +14,950 +0.2%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$607M -$6.73M -113,090 -1%
Fidelity International
34
Fidelity International
Bermuda
$568M -$42.1M -707,123 -7%
UBS AM
35
UBS AM
Illinois
$558M +$11.4M +192,057 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$558M -$120M -2,016,620 -19%
Swiss National Bank
37
Swiss National Bank
Switzerland
$516M -$26M -436,900 -5%
Ameriprise
38
Ameriprise
Minnesota
$504M +$24.3M +407,475 +6%
Boston Partners
39
Boston Partners
Massachusetts
$473M -$18.7M -314,723 -4%
PG
40
Pendal Group
Australia
$471M -$15.8M -265,533 -4%
Harris Associates
41
Harris Associates
Illinois
$461M +$10.7M +180,120 +3%
ClearBridge Investments
42
ClearBridge Investments
New York
$460M +$85.9M +1,443,004 +25%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$437M -$73.2M -1,229,297 -15%
BBHC
44
Brown Brothers Harriman & Co
New York
$431M -$129M -2,163,307 -24%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$423M -$3.14M -52,716 -0.8%
Barrow, Hanley, Mewhinney & Strauss
46
Barrow, Hanley, Mewhinney & Strauss
Texas
$415M -$18.7M -313,982 -5%
UBS Group
47
UBS Group
Switzerland
$406M -$64.8M -1,087,784 -15%
DnB Asset Management
48
DnB Asset Management
Norway
$397M -$81.7M -1,372,198 -18%
First Trust Advisors
49
First Trust Advisors
Illinois
$389M +$45M +756,329 +14%
Wells Fargo
50
Wells Fargo
California
$385M +$13.6M +229,123 +4%

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.