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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
CAC
726
Core Alternative Capital
Georgia
$2.9M -$3.39M -52,411 -56%
IC
727
IEQ Capital
California
$2.88M +$172K +2,652 +7%
CHAM
728
Clear Harbor Asset Management
Connecticut
$2.88M +$2.08M +32,177 +363%
WG
729
Winton Group
United Kingdom
$2.87M +$2.65M +40,874 New
HVIA
730
Hudson Valley Investment Advisors
New York
$2.86M -$97.4K -1,504 -4%
FA
731
FDx Advisors
Illinois
$2.85M +$332K +5,121 +14%
ISB
732
Iowa State Bank
Iowa
$2.85M +$159K +2,450 +6%
FSA
733
Franklin Street Advisors
North Carolina
$2.85M -$25.6K -396 -1%
FHB
734
First Hawaiian Bank
Hawaii
$2.85M +$28.7K +443 +1%
KIA
735
KCM Investment Advisors
California
$2.83M +$19.7K +305 +0.8%
BCWM
736
Bartlett & Co Wealth Management
Ohio
$2.83M -$1.59M -24,521 -38%
BC
737
Bartlett & Co
Ohio
$2.83M -$1.59M -24,521 -38%
FWM
738
Fairhaven Wealth Management
Illinois
$2.82M +$534K +8,244 +26%
SAMC
739
Spectrum Asset Management (California)
California
$2.82M +$63.8K +985 +3%
FAB
740
First American Bank
Illinois
$2.81M
RC
741
RBF Capital
California
$2.81M +$971K +15,000 +60%
CPSAC
742
Chas P. Smith & Associates (CPS)
Florida
$2.8M -$40.5K -625 -2%
HFM
743
Hartford Financial Management
Connecticut
$2.78M +$64.4K +994 +3%
TCOV
744
Trust Company of Vermont
Vermont
$2.77M -$90.4K -1,396 -3%
SWM
745
Spire Wealth Management
Virginia
$2.75M +$2.55M +39,363 New
HBT
746
Hills Bank & Trust
Iowa
$2.74M +$118K +1,823 +5%
CCT
747
Capital City Trust
Florida
$2.73M -$21.3K -329 -0.8%
RWM
748
Ritholtz Wealth Management
New York
$2.71M +$482K +7,452 +24%
IWC
749
Integrated Wealth Concepts
Massachusetts
$2.69M -$1.08M -16,747 -30%
BAAM
750
Baker Avenue Asset Management
California
$2.69M +$153K +2,369 +7%

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.