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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
NCM
501
Neumann Capital Management
California
$6.48M -$22.7K -350 -0.4%
TFA
502
Toth Financial Advisory
Virginia
$6.43M +$78.9K +1,219 +1%
EWM
503
Evercore Wealth Management
New York
$6.43M -$714K -11,022 -11%
HC
504
Hourglass Capital
Texas
$6.43M +$212K +3,270 +4%
CAN
505
Cetera Advisor Networks
California
$6.42M +$19.7K +304 +0.3%
CANC
506
Culbertson A N & Co
Virginia
$6.4M +$315K +4,860 +6%
CAM
507
Cresset Asset Management
Illinois
$6.35M +$128K +1,983 +2%
MYAM
508
Meiji Yasuda Asset Management
Japan
$6.31M +$561K +8,660 +11%
PP
509
Palladium Partners
Virginia
$6.3M -$9.71K -150 -0.2%
WB
510
Webster Bank
Connecticut
$6.3M -$373K -5,756 -6%
RIL
511
Rothschild Investment LLC
Illinois
$6.29M +$378K +5,835 +7%
SAM
512
Shell Asset Management
Netherlands
$6.2M -$6.37M -98,379 -53%
TC
513
TownSquare Capital
Utah
$6.2M +$462K +7,133 +9%
MML Investors Services
514
MML Investors Services
Massachusetts
$6.19M -$116K -1,788 -2%
AUB
515
Atlantic Union Bankshares
Virginia
$6.1M +$11.5K +177 +0.2%
SCM
516
Snow Capital Management
Pennsylvania
$6.08M -$66.2K -1,022 -1%
V
517
Veritable
Delaware
$6.05M -$708K -10,935 -11%
BCI
518
Brinker Capital Investments
Pennsylvania
$6.03M -$6.79M -104,871 -55%
SPIA
519
Steward Partners Investment Advisory
New York
$6.01M +$829K +12,806 +18%
FPFS
520
First Personal Financial Services
North Carolina
$5.99M -$1.25M -19,336 -18%
EP
521
Edgestream Partners
New Jersey
$5.99M +$5.53M +85,353 New
DBT
522
Dubuque Bank & Trust
Iowa
$5.98M -$283K -4,372 -5%
SSB
523
Sandy Spring Bank
Maryland
$5.97M +$113K +1,750 +2%
FQ
524
First Quadrant
California
$5.97M
SCM
525
Stanley Capital Management
Texas
$5.96M +$5.5M +85,000 New

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.