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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
WAP
801
Wealthcare Advisory Partners
Pennsylvania
$2.29M +$114K +1,761 +6%
VanEck Associates
802
VanEck Associates
New York
$2.29M +$113K +1,741 +6%
LPIC
803
LeJeune Puetz Investment Counsel
Michigan
$2.29M +$133K +2,050 +7%
QCG
804
Quadrant Capital Group
Ohio
$2.27M +$152K +2,346 +8%
LNC
805
Lincoln National Corp
Pennsylvania
$2.27M +$285K +4,398 +16%
PIM
806
Platinum Investment Management
Australia
$2.26M +$22.4K +346 +1%
MCG
807
MACRO Consulting Group
New Jersey
$2.26M -$32.7K -505 -2%
SWM
808
Sculati Wealth Management
Michigan
$2.26M +$39.3K +607 +2%
EI
809
Ethic Inc
New York
$2.24M +$502K +7,759 +32%
BDF
810
Balasa Dinverno & Foltz
$2.24M +$298K +4,600 +17%
LAM
811
L2 Asset Management
Massachusetts
$2.24M -$256K -3,958 -11%
CPC
812
Congress Park Capital
New York
$2.23M +$2.06M +31,761 New
MFG
813
MidWestOne Financial Group
Iowa
$2.23M -$10.7K -165 -0.5%
VPIM
814
Vanguard Personalized Indexing Management
California
$2.22M +$701K +10,826 +52%
MCM
815
McMillion Capital Management
North Carolina
$2.22M
GWM
816
Geneos Wealth Management
Colorado
$2.21M -$216K -3,341 -10%
EAM
817
Eukles Asset Management
Ohio
$2.21M +$42.8K +661 +2%
WBC
818
West Branch Capital
Massachusetts
$2.2M -$38.1K -588 -2%
CAM
819
Columbia Asset Management
Michigan
$2.2M +$23.3K +360 +1%
CAG
820
Crestwood Advisors Group
Massachusetts
$2.19M -$7.25M -111,973 -78%
AC
821
Alexandria Capital
Virginia
$2.19M -$43.1K -665 -2%
UCI
822
Uncommon Cents Investing
Wisconsin
$2.18M -$209K -3,235 -9%
FNT
823
First Nebraska Trust
Nebraska
$2.18M -$3.24K -50 -0.2%
RCA
824
Resonant Capital Advisors
Wisconsin
$2.18M +$185K +2,852 +10%
HIC
825
Holderness Investments Company
North Carolina
$2.17M -$2.72K -42 -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.