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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
FAT
476
First American Trust
California
$7.24M -$73.1K -1,129 -1%
VHAM
477
Van Hulzen Asset Management
California
$7.19M -$404K -6,233 -6%
KAS
478
Kestra Advisory Services
Texas
$7.17M -$1.76M -27,129 -21%
DADC
479
D.A. Davidson & Co
Montana
$7.14M +$658K +10,169 +11%
CAM
480
Carret Asset Management
New York
$7.03M +$40.5K +625 +0.6%
MIM
481
Marco Investment Management
Georgia
$7.02M +$1.43M +22,045 +28%
SF
482
Synovus Financial
Georgia
$6.97M -$102K -1,582 -2%
DCM
483
Dupont Capital Management
Delaware
$6.96M -$269K -4,156 -4%
9WM
484
9258 Wealth Management
Ohio
$6.93M -$20.8K -321 -0.3%
TCOT
485
Trust Company of Toledo
Ohio
$6.92M +$815K +12,590 +15%
WSTAM
486
Wilbanks Smith & Thomas Asset Management
Virginia
$6.9M +$159K +2,453 +3%
BIP
487
Brandes Investment Partners
California
$6.9M +$912K +14,082 +17%
ASC
488
Atalanta Sosnoff Capital
New York
$6.75M +$6.23M +96,206 New
UB
489
UMB Bank
Missouri
$6.74M +$151K +2,327 +2%
RCM
490
RNC Capital Management
California
$6.71M +$59.6K +920 +1%
OCM
491
Olstein Capital Management
New York
$6.67M
Northwestern Mutual Wealth Management
492
Northwestern Mutual Wealth Management
Wisconsin
$6.67M +$108K +1,667 +2%
FPCG
493
Fort Pitt Capital Group
Pennsylvania
$6.65M +$574K +8,866 +10%
CPA
494
Court Place Advisors
Maryland
$6.62M -$32K -495 -0.5%
TIM
495
Thompson Investment Management
Wisconsin
$6.57M -$7.71K -119 -0.1%
OAM
496
Optimal Asset Management
California
$6.56M +$3.85M +59,400 +174%
CIP
497
Chartwell Investment Partners
Pennsylvania
$6.56M +$61K +942 +1%
MG
498
Mather Group
Illinois
$6.54M +$163K +2,512 +3%
AP
499
Advisor Partners
California
$6.5M -$97.4K -1,505 -2%
SGA
500
Strategic Global Advisors
California
$6.49M +$111K +1,707 +2%

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.