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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
JFL
76
Jarislowsky, Fraser Ltd
Quebec, Canada
$234M +$5.04M +77,863 +2%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$225M -$17.3M -266,920 -8%
Pzena Investment Management
78
Pzena Investment Management
New York
$224M -$3.92M -60,597 -2%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$224M -$11.1M -171,877 -5%
BAM
80
Burgundy Asset Management
Ontario, Canada
$219M -$16M -246,840 -7%
GT
81
Glenmede Trust
Pennsylvania
$211M -$14.3M -221,313 -7%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$210M -$85.4M -1,319,751 -31%
Principal Financial Group
83
Principal Financial Group
Iowa
$209M -$16.2M -250,224 -8%
Luther King Capital Management (LKCM)
84
Luther King Capital Management (LKCM)
Texas
$200M +$39M +602,288 +27%
Citigroup
85
Citigroup
New York
$198M +$20.7M +320,211 +13%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$198M -$28.4M -438,745 -14%
Schroder Investment Management Group
87
Schroder Investment Management Group
United Kingdom
$194M -$8.96M -138,465 -5%
Public Employees Retirement Association of Colorado
88
Public Employees Retirement Association of Colorado
Colorado
$188M -$248K -3,834 -0.1%
National Pension Service
89
National Pension Service
South Korea
$184M +$1.16M +17,886 +0.7%
Axa
90
Axa
France
$182M -$11.2M -172,933 -6%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$182M -$12.7M -196,847 -7%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$180M -$8.08M -124,862 -5%
RJA
93
Raymond James & Associates
Florida
$178M +$16.4M +253,633 +11%
RPI
94
Railway Pension Investments
United Kingdom
$174M -$5.54M -85,583 -3%
Allianz Asset Management
95
Allianz Asset Management
Germany
$171M +$64.7M +998,620 +69%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$171M -$11M -170,393 -7%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$168M -$13.9M -214,580 -8%
TA
98
Tiedemann Advisors
New York
$155M -$239K -3,696 -0.2%
Wellington Management Group
99
Wellington Management Group
Massachusetts
$152M -$2.85M -43,997 -2%
SI
100
Scharf Investments
California
$145M +$1.09M +16,866 +0.8%

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.