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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
Cerity Partners
551
Cerity Partners
New York
$4.88M +$157K +2,630 +4%
TU
552
TDAM USA
Ontario, Canada
$4.82M -$41.3K -693 -0.9%
CIA
553
Capital Investment Advisors
Georgia
$4.81M -$38.5K -647 -0.9%
NCM
554
Nelson Capital Management
California
$4.79M -$1.67M -28,038 -27%
AIIMS
555
Analyst IMS Investment Management Services
Israel
$4.77M -$19K -320 -0.4%
Cetera Investment Advisers
556
Cetera Investment Advisers
Illinois
$4.73M +$3.42M +57,469 +366%
SPIA
557
Steward Partners Investment Advisory
New York
$4.71M -$100K -1,685 -2%
CIC
558
Cornercap Investment Counsel
Georgia
$4.71M -$20.2K -339 -0.4%
CK
559
Cohen Klingenstein
New York
$4.7M
SIM
560
Sonora Investment Management
Arizona
$4.68M +$363K +6,100 +9%
NSEDCP
561
NJ State Employees Deferred Compensation Plan
New Jersey
$4.66M
PAI
562
Pittenger & Anderson Inc
Nebraska
$4.55M
ATC
563
Argent Trust Co
Tennessee
$4.53M -$71.3K -1,197 -2%
JG
564
Jefferies Group
New York
$4.53M +$4.17M +70,000 New
IRF
565
IBM Retirement Fund
New York
$4.53M +$224K +3,767 +6%
HCMT
566
Highland Capital Management (Tennessee)
Tennessee
$4.52M -$223K -3,738 -5%
BAM
567
Barrett Asset Management
New York
$4.52M -$147K -2,473 -3%
CG
568
Caprock Group
Idaho
$4.48M +$31K +521 +0.8%
GFA
569
Gifford Fong Associates
California
$4.46M
SSA
570
Schonfeld Strategic Advisors
New York
$4.43M +$4.08M +68,500 New
SFO
571
Stokes Family Office
Louisiana
$4.41M +$66.3K +1,113 +2%
PHK
572
Point72 Hong Kong
Hong Kong
$4.41M +$4.05M +68,091 New
SI
573
Stephens Inc
Arkansas
$4.4M -$56.2K -944 -1%
IHL
574
Investment House LLC
California
$4.38M +$4.46K +75 +0.1%
VFA
575
Valeo Financial Advisors
Indiana
$4.33M +$924K +15,514 +30%

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.