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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
PTC
901
Private Trust Company
Ohio
$1.72M +$31.4K +485 +2%
S
902
SignatureFD
Georgia
$1.71M +$47.5K +733 +3%
TPCW
903
TD Private Client Wealth
New York
$1.71M -$69.3K -1,071 -4%
CIA
904
Citadel Investment Advisory
Ohio
$1.71M -$4.53K -70 -0.3%
QI
905
Qtron Investments
Massachusetts
$1.71M +$361K +5,575 +30%
ACM
906
Alpha Capital Management
Texas
$1.7M +$1.57M +24,254 New
PNC
907
Park National Corp
Ohio
$1.69M -$431K -6,655 -22%
BFO
908
Boston Family Office
Massachusetts
$1.69M -$133K -2,055 -8%
BCM
909
Buckhead Capital Management
Georgia
$1.69M -$33.3K -515 -2%
FMTCOCP
910
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.68M +$129K +1,990 +9%
CHC
911
City Holding Co
West Virginia
$1.68M -$86.4K -1,335 -5%
AIM
912
Arcadia Investment Management
Michigan
$1.67M -$12.9K -200 -0.8%
IB
913
Intrust Bank
Kansas
$1.66M +$14.8K +228 +1%
FCFC
914
First Commonwealth Financial Corp
Pennsylvania
$1.66M +$61K +942 +4%
CG
915
Castellan Group
Kentucky
$1.65M +$211K +3,260 +16%
GRP
916
Global Retirement Partners
California
$1.65M +$14.2K +219 +0.9%
BAM
917
Berkshire Asset Management
Pennsylvania
$1.64M -$27.7K -428 -2%
SWA
918
Sutton Wealth Advisors
Florida
$1.63M +$1.29K +20 +0.1%
SWA
919
SFMG Wealth Advisors
Texas
$1.62M +$1.49M +23,068 New
EDRH
920
Edmond de Rothschild Holding
Switzerland
$1.61M +$184K +2,836 +14%
AIA
921
Alera Investment Advisors
Illinois
$1.61M -$12K -185 -0.8%
WP
922
WealthSource Partners
California
$1.61M +$143K +2,201 +11%
MWM
923
Mission Wealth Management
California
$1.6M +$124K +1,922 +9%
CCG
924
Ceeto Capital Group
Florida
$1.6M
MYLI
925
Meiji Yasuda Life Insurance
Japan
$1.6M -$214K -3,300 -13%

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.