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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
SW
676
SVB Wealth
Massachusetts
$3.46M -$304K -4,688 -9%
NGA
677
Naples Global Advisors
Florida
$3.45M -$32.4K -500 -1%
ECM
678
Everence Capital Management
Indiana
$3.45M
PS
679
Pensionfund Sabic
Netherlands
$3.44M +$3.17M +49,000 New
AC
680
Allstate Corporation
Illinois
$3.44M +$272K +4,205 +9%
1SB
681
1ST Source Bank
Indiana
$3.43M -$720K -11,124 -19%
OC
682
Oppenheimer & Co
New York
$3.42M +$412K +6,367 +15%
GF
683
Gries Financial
Ohio
$3.42M +$2.83M +43,724 New
LDB
684
Lee, Danner & Bass
Tennessee
$3.41M
FFBTD
685
First Financial Bank - Trust Division
Ohio
$3.41M -$619K -9,560 -16%
TYCC
686
Texas Yale Capital Corp
Florida
$3.41M -$729K -11,263 -19%
HWA
687
Heritage Wealth Advisors
Virginia
$3.4M -$7.58K -117 -0.2%
MP
688
McDonald Partners
Ohio
$3.4M +$1.17M +18,109 +60%
Fayez Sarofim & Co
689
Fayez Sarofim & Co
Texas
$3.37M +$71.7K +1,107 +2%
JAG
690
Journey Advisory Group
Kentucky
$3.37M -$27.1K -418 -0.9%
AF
691
Ally Financial
Michigan
$3.37M -$2.72M -42,000 -47%
GT
692
Greenleaf Trust
Michigan
$3.36M +$453 +7 +0%
CC
693
Cipher Capital
New York
$3.35M +$3.09M +47,768 New
MA
694
Mutual Advisors
Nebraska
$3.35M -$1.08M -16,639 -26%
SWM
695
Stockman Wealth Management
Montana
$3.34M +$115K +1,773 +4%
TC
696
Telemus Capital
Michigan
$3.33M -$86K -1,328 -3%
BHIA
697
Birch Hill Investment Advisors
Massachusetts
$3.31M -$25.9K -400 -0.8%
SIAG
698
Signet Investment Advisory Group
Rhode Island
$3.28M -$64.4K -994 -2%
SFG
699
SevenBridge Financial Group
Pennsylvania
$3.23M +$20.8K +321 +0.7%
LCM
700
Logan Capital Management
Pennsylvania
$3.22M +$2.85K +44 +0.1%

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.