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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
O
601
Ossiam
France
$4.03M +$1.07M +17,929 +40%
IEFM
602
IQ EQ Fund Management
Ireland
$3.99M +$55.1K +925 +2%
PCTC
603
Perkins Coie Trust Company
Washington
$3.99M +$171K +2,870 +5%
SLI
604
Sumitomo Life Insurance
Japan
$3.99M -$343K -5,760 -9%
RBA
605
Richard Bernstein Advisors
New York
$3.99M
Capital Fund Management (CFM)
606
Capital Fund Management (CFM)
France
$3.98M -$1.22M -20,439 -25%
SC
607
Stolper & Co
Oklahoma
$3.97M -$11.7K -197 -0.3%
FC
608
FORA Capital
Florida
$3.97M +$3.65M +61,303 New
BPCE
609
Bank Pictet & Cie (Europe)
Germany
$3.96M +$355K +5,960 +11%
PCH
610
Polar Capital Holdings
United Kingdom
$3.94M +$3.63M +60,980 New
SBIA
611
Sheaff Brock Investment Advisors
Indiana
$3.92M -$58.2K -977 -2%
BPM
612
Bowling Portfolio Management
Ohio
$3.91M -$227K -3,810 -6%
ASN
613
Advisory Services Network
Georgia
$3.91M +$518K +8,708 +17%
P
614
Pitcairn
Pennsylvania
$3.88M -$774 -13 -0%
1SB
615
1ST Source Bank
Indiana
$3.88M +$103K +1,725 +3%
AA
616
Ancora Advisors
Ohio
$3.87M -$72K -1,210 -2%
TYCC
617
Texas Yale Capital Corp
Florida
$3.87M -$61.4K -1,032 -2%
HKIM
618
Hayek Kallen Investment Management
Alabama
$3.86M -$24.6K -414 -0.7%
H
619
HoyleCohen
California
$3.85M +$3.31M +55,665 +1,446%
AWM
620
Avior Wealth Management
Nebraska
$3.85M -$142K -2,377 -4%
PCA
621
Providence Capital Advisors
North Carolina
$3.81M +$51.6K +866 +1%
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$3.8M +$5K +84 +0.1%
SIM
623
Seaview Investment Managers
Florida
$3.79M -$114K -1,909 -3%
FFBTD
624
First Financial Bank - Trust Division
Ohio
$3.76M -$33.2K -558 -1%
FB
625
Fulton Bank
Pennsylvania
$3.76M +$102K +1,716 +3%

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.