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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$744M -$13.4M -206,810 -2%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$733M -$6.74M -104,031 -1%
Primecap Management
28
Primecap Management
California
$717M +$28.8M +444,400 +5%
Macquarie Group
29
Macquarie Group
Australia
$703M -$27.5M -425,374 -4%
N
30
Nuveen
North Carolina
$663M -$134M -2,064,113 -18%
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$642M -$15.4M -237,755 -3%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$611M -$86M -1,328,523 -13%
UBS AM
33
UBS AM
Illinois
$602M -$3.01M -46,512 -0.5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$560M -$71.2K -1,100 -0%
ClearBridge Investments
35
ClearBridge Investments
New York
$535M +$33M +510,455 +7%
Harris Associates
36
Harris Associates
Illinois
$533M +$30.6M +473,113 +7%
Ameriprise
37
Ameriprise
Minnesota
$533M -$12.1M -186,483 -2%
Boston Partners
38
Boston Partners
Massachusetts
$502M -$9.96M -153,770 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
39
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$501M -$96M -1,482,495 -17%
First Trust Advisors
40
First Trust Advisors
Illinois
$485M +$58.6M +904,866 +15%
Wells Fargo
41
Wells Fargo
California
$475M +$53.2M +821,363 +14%
PG
42
Pendal Group
Australia
$468M -$38.9M -601,512 -8%
American Century Companies
43
American Century Companies
Missouri
$467M +$346M +5,339,450 +405%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$460M +$1.11M +17,148 +0.3%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$457M +$6.06M +93,663 +1%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$447M -$24.7M -381,744 -6%
UBS Group
47
UBS Group
Switzerland
$409M -$28.6M -442,191 -7%
Deutsche Bank
48
Deutsche Bank
Germany
$405M +$16.8M +259,345 +5%
JP Morgan Chase
49
JP Morgan Chase
New York
$386M +$129M +1,994,831 +57%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$385M -$26.5M -408,743 -7%

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.