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Oracle

1,998 hedge funds and large institutions have $90.3B invested in Oracle in 2020 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 633 increasing their positions, 826 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 85

7% more funds holding

Funds holding: 1,8701,998 (+128)

6% more capital invested

Capital invested by funds: $85.4B → $90.3B (+$4.89B)

0.89% less ownership

Funds ownership: 47.64%46.75% (-0.89%)

7% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.44B

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

23% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 826

Holders
1,998
Holders Change
+128
Holders Change %
+6.84%
% of All Funds
35.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.03%
New
242
Increased
633
Reduced
826
Closed
85
Calls
$1.33B
Puts
$1.44B
Net Calls
-$105M
Net Calls Change
-$378M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
76
HSBC Holdings
United Kingdom
$224M +$37.3M +625,943 +22%
BAM
77
Burgundy Asset Management
Ontario, Canada
$218M -$117M -1,966,586 -37%
Russell Investments Group
78
Russell Investments Group
United Kingdom
$217M -$5.72M -96,016 -3%
JFL
79
Jarislowsky, Fraser Ltd
Quebec, Canada
$211M +$5.64M +94,759 +3%
Pzena Investment Management
80
Pzena Investment Management
New York
$210M +$29.2M +490,412 +18%
Principal Financial Group
81
Principal Financial Group
Iowa
$209M -$6.25M -104,976 -3%
GT
82
Glenmede Trust
Pennsylvania
$209M -$1.41M -23,660 -0.7%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$208M -$6.87M -115,485 -3%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$194M -$28.6M -480,003 -14%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$193M +$9.31M +156,341 +6%
Schroder Investment Management Group
86
Schroder Investment Management Group
United Kingdom
$188M -$108M -1,817,335 -38%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$180M -$21.9M -368,692 -12%
Axa
88
Axa
France
$179M +$2.54M +42,623 +2%
Mitsubishi UFJ Trust & Banking
89
Mitsubishi UFJ Trust & Banking
Japan
$175M -$12.5M -209,224 -7%
Public Employees Retirement Association of Colorado
90
Public Employees Retirement Association of Colorado
Colorado
$174M -$6.02M -101,106 -4%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$174M -$3.97M -66,620 -2%
National Pension Service
92
National Pension Service
South Korea
$168M -$10.7M -180,500 -6%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$168M -$17.2M -289,217 -10%
RPI
94
Railway Pension Investments
United Kingdom
$165M -$2.15M -36,100 -1%
Los Angeles Capital Management
95
Los Angeles Capital Management
California
$163M -$23.6M -396,860 -14%
Citigroup
96
Citigroup
New York
$162M -$3.88M -65,186 -3%
RJA
97
Raymond James & Associates
Florida
$148M +$2.35M +39,557 +2%
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$145M -$2.13M -35,809 -2%
Wellington Management Group
99
Wellington Management Group
Massachusetts
$143M +$34.5M +579,694 +36%
TA
100
Tiedemann Advisors
New York
$143M +$214K +3,603 +0.2%

ORCL Hedge Fund Activity: Q4 2020 in Review

1,998 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2020, worth a combined $90.3B — up 5.7% from $85.4B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 85 closed out — a net gain of 157 holders — while 633 added to existing stakes and 826 trimmed.

The largest buyer was Nuveen, adding an estimated $208M. The largest seller was Vanguard Group, cutting an estimated $587M.

  • 1,998 institutional investors held Oracle (ORCL) as of Q4 2020, up from 1,870 in Q3 2020.
  • Funds reported $90.3B of Oracle stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q4 2020 and 85 closed out, a net change of +157 holders.
  • The largest Oracle buyer in Q4 2020 was Nuveen, an estimated $208M added.
  • The largest Oracle seller in Q4 2020 was Vanguard Group, an estimated $587M sold.

Based on aggregated 13F filings for Q4 2020.