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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
CWM
651
Calamos Wealth Management
Illinois
$3.68M +$3.14M +48,488 +1,223%
CA
652
Clearstead Advisors
Ohio
$3.67M +$137K +2,119 +4%
FG
653
Fiduciary Group
Georgia
$3.66M -$122K -1,882 -4%
KRSITF
654
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.65M +$34.8K +537 +1%
MMA
655
Miracle Mile Advisors
California
$3.65M +$2.75M +42,478 +448%
HL
656
HeadInvest LLC
Maine
$3.63M -$36.8K -568 -1%
KTM
657
Keeler Thomas Management
Utah
$3.63M +$496K +7,668 +17%
FMTC
658
Farmers & Merchants Trust Company
California
$3.62M +$206K +3,181 +7%
GG
659
Gofen & Glossberg
Illinois
$3.61M +$122K +1,892 +4%
Jones Financial Companies
660
Jones Financial Companies
Missouri
$3.6M +$17.5K +271 +0.5%
CSS
661
Cubist Systematic Strategies
Connecticut
$3.6M +$116K +1,798 +4%
PAM
662
Panagora Asset Management
Massachusetts
$3.6M -$3.86M -59,665 -54%
SNT
663
Security National Trust
West Virginia
$3.6M -$110K -1,705 -3%
AC
664
Addenda Capital
Quebec, Canada
$3.6M
NA
665
NewEdge Advisors
Louisiana
$3.59M -$253K -3,913 -7%
SFS
666
Strategic Financial Services
New York
$3.58M -$324K -5,005 -9%
NB
667
NBT Bank
New York
$3.57M -$10.4K -160 -0.3%
BCFS
668
Butensky & Cohen Financial Security
Florida
$3.57M +$1.68K +26 +0.1%
CA
669
Commerzbank Aktiengesellschaft
Germany
$3.54M -$286K -4,425 -8%
RHDIC
670
R.H. Dinel Investment Counsel
California
$3.54M
BCV
671
Banque Cantonale Vaudoise
Switzerland
$3.54M -$179K -2,761 -5%
AA
672
ALPS Advisors
Colorado
$3.53M -$440K -6,799 -12%
HWA
673
Heritage Way Advisors
Illinois
$3.5M -$109K -1,690 -3%
SYBT
674
Stock Yards Bank & Trust
Kentucky
$3.49M +$365K +5,632 +13%
IAN
675
Integrated Advisors Network
Texas
$3.46M +$2.86M +44,210 +862%

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.