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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
PFM
476
Parsec Financial Management
North Carolina
$6.68M +$1.14M +19,072 +23%
YIA
477
YHB Investment Advisors
Connecticut
$6.66M -$3.99K -67 -0.1%
EWM
478
Evercore Wealth Management
New York
$6.64M -$407K -6,835 -6%
SF
479
Synovus Financial
Georgia
$6.53M -$101K -1,702 -2%
Wealthfront Advisers
480
Wealthfront Advisers
California
$6.5M -$4.94K -83 -0.1%
CAM
481
Carret Asset Management
New York
$6.44M +$5.95K +100 +0.1%
9WM
482
9258 Wealth Management
Ohio
$6.41M +$54.7K +919 +0.9%
ECM
483
Evergreen Capital Management
Washington
$6.3M -$23.2K -390 -0.4%
IMRF
484
Illinois Municipal Retirement Fund
Illinois
$6.3M +$3.59M +60,293 +163%
V
485
Veritable
Delaware
$6.28M -$414K -6,948 -7%
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
$6.2M -$2.66M -44,626 -32%
PAG
487
Private Advisor Group
New Jersey
$6.19M +$505K +8,482 +10%
WB
488
Webster Bank
Connecticut
$6.18M +$10.4K +175 +0.2%
KWILP
489
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.16M -$360K -6,040 -6%
OCM
490
Olstein Capital Management
New York
$6.15M
CPA
491
Court Place Advisors
Maryland
$6.13M -$55.7K -935 -1%
RCM
492
RNC Capital Management
California
$6.13M +$236K +3,958 +4%
AP
493
Advisor Partners
California
$6.09M -$47.4K -797 -0.8%
CAC
494
Core Alternative Capital
Georgia
$6.07M -$47.9K -805 -0.9%
UB
495
UMB Bank
Missouri
$6.06M -$660K -11,094 -11%
TIM
496
Thompson Investment Management
Wisconsin
$6.06M -$154K -2,594 -3%
Jane Street
497
Jane Street
New York
$6.05M -$17.5M -293,278 -76%
Northwestern Mutual Wealth Management
498
Northwestern Mutual Wealth Management
Wisconsin
$6.04M +$40.5K +680 +0.7%
NCM
499
Neumann Capital Management
California
$5.99M -$53.6K -900 -1%
CIP
500
Chartwell Investment Partners
Pennsylvania
$5.99M -$519K -8,719 -9%

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.