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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
ACP
751
Ashfield Capital Partners
California
$2.69M -$743K -11,475 -23%
CI
752
CX Institutional
Indiana
$2.67M -$3.13M -48,327 -56%
SCM
753
SOL Capital Management
Maryland
$2.65M -$24.3K -375 -1%
WOC
754
West Oak Capital
California
$2.64M +$11.3K +175 +0.5%
MWM
755
Madison Wealth Management
Ohio
$2.64M -$168K -2,593 -6%
PCA
756
Pallas Capital Advisors
Massachusetts
$2.63M +$2.12M +32,767 New
RAM
757
Roanoke Asset Management
New Jersey
$2.62M -$1.62K -25 -0.1%
HIA
758
Harbor Investment Advisory
Maryland
$2.62M +$6.67K +103 +0.3%
TCA
759
Transcend Capital Advisors
New Jersey
$2.61M -$4.14K -64 -0.2%
WAM
760
Westport Asset Management
Connecticut
$2.6M +$2.4M +37,000 New
MIC
761
Means Investment Company
Maine
$2.59M -$11.8K -182 -0.5%
EHWM
762
Eads & Heald Wealth Management
Georgia
$2.58M +$36.7K +567 +2%
FCI
763
Financial Counselors Inc
Kansas
$2.57M +$47.4K +732 +2%
GWCM
764
Godshalk Welsh Capital Management
Pennsylvania
$2.56M -$4.86K -75 -0.2%
FMC
765
First Merchants Corp
Indiana
$2.54M -$621K -9,598 -21%
WANY
766
Wealthspire Advisors (New York)
New York
$2.54M +$345K +5,321 +17%
III
767
Independent Investors Inc
New York
$2.52M
Wolverine Trading
768
Wolverine Trading
Illinois
$2.52M -$1.24M -19,102 -35%
PA
769
Parallel Advisors
California
$2.52M +$133K +2,059 +6%
CCP
770
Corient Capital Partners
California
$2.51M +$48K +742 +2%
FLI
771
Family Legacy Inc
South Carolina
$2.51M +$19.2K +296 +0.8%
HA
772
Heartland Advisors
Wisconsin
$2.48M -$73.2K -1,130 -3%
Fuller & Thaler Asset Management
773
Fuller & Thaler Asset Management
California
$2.48M -$427K -6,600 -16%
IC
774
Intersect Capital
California
$2.47M -$559K -8,637 -20%
BFG
775
Beacon Financial Group
Texas
$2.47M

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.