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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
DA
501
DCF Advisers
Connecticut
$5.95M +$417K +7,000 +8%
DADC
502
D.A. Davidson & Co
Montana
$5.93M -$409K -6,873 -7%
AHB
503
Abner Herrman & Brock
New Jersey
$5.91M -$907K -15,239 -14%
CAN
504
Cetera Advisor Networks
California
$5.9M -$154K -2,583 -3%
KWM
505
Kingsview Wealth Management
Oregon
$5.88M +$13.8K +232 +0.3%
SGA
506
Strategic Global Advisors
California
$5.87M -$3.61M -60,577 -40%
MG
507
Mather Group
Illinois
$5.86M +$74.7K +1,255 +1%
TFA
508
Toth Financial Advisory
Virginia
$5.85M -$67.8K -1,139 -1%
SWP
509
Stratos Wealth Partners
Ohio
$5.83M -$1.71M -28,661 -24%
AF
510
Ally Financial
Michigan
$5.82M
MML Investors Services
511
MML Investors Services
Massachusetts
$5.82M -$80.8K -1,358 -1%
PP
512
Palladium Partners
Virginia
$5.82M -$9.7K -163 -0.2%
DBT
513
Dubuque Bank & Trust
Iowa
$5.8M +$233K +3,915 +5%
CAM
514
Cresset Asset Management
Illinois
$5.73M -$809K -13,591 -13%
WHG
515
Westwood Holdings Group
Texas
$5.72M -$39.5K -664 -0.7%
HC
516
Hourglass Capital
Texas
$5.71M +$71.1K +1,195 +1%
SCM
517
Snow Capital Management
Pennsylvania
$5.67M -$115K -1,928 -2%
MYIA
518
Mount Yale Investment Advisors
Colorado
$5.65M +$4.81M +80,823 +1,230%
WTC
519
WhitTier Trust Company
Nevada
$5.64M -$12.6K -212 -0.2%
EOJOAM
520
E. Ohman J:or Asset Management
Sweden
$5.62M +$161K +2,700 +3%
AUB
521
Atlantic Union Bankshares
Virginia
$5.61M -$60.2K -1,011 -1%
CI
522
CX Institutional
Indiana
$5.59M -$1.18M -19,818 -19%
CANC
523
Culbertson A N & Co
Virginia
$5.58M -$60.4K -1,015 -1%
TCOT
524
Trust Company of Toledo
Ohio
$5.57M -$29.5K -496 -0.6%
FPCG
525
Fort Pitt Capital Group
Pennsylvania
$5.56M +$408K +6,846 +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.