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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
SC
1001
SouthState Corp
Florida
$1.3M -$142K -2,189 -11%
WT
1002
Washington Trust
Rhode Island
$1.29M -$55K -850 -4%
MIA
1003
MainStreet Investment Advisors
Illinois
$1.29M +$1.94K +30 +0.2%
TCCM
1004
Timber Creek Capital Management
Massachusetts
$1.29M
GW
1005
GW & Wade
Massachusetts
$1.29M +$95.7K +1,478 +9%
SWA
1006
Stratos Wealth Advisors
Ohio
$1.29M +$167K +2,575 +16%
CC
1007
Chicago Capital
Illinois
$1.29M
IFS
1008
Ifrah Financial Services
Arkansas
$1.27M -$44K -680 -4%
OGC
1009
Oak Grove Capital
New Hampshire
$1.26M +$1.17M +18,000 New
RG
1010
Renaissance Group
Kentucky
$1.25M +$59.9K +925 +5%
AWCI
1011
Alpine Woods Capital Investors
New York
$1.25M -$10.2K -157 -0.9%
DC
1012
Derby & Company
Massachusetts
$1.25M +$1.16M +17,875 New
ICM
1013
Invenomic Capital Management
Massachusetts
$1.25M +$1.16M +17,845 New
CFMC
1014
Curbstone Financial Management Corp
New Hampshire
$1.25M
M
1015
Mirova
France
$1.25M +$162K +2,501 +16%
CAM
1016
Covenant Asset Management
New Jersey
$1.25M +$48.6K +750 +4%
OC
1017
Oakworth Capital
Alabama
$1.24M -$1.23K -19 -0.1%
UIA
1018
UBP Investment Advisors
Switzerland
$1.24M -$119K -1,842 -9%
AIA
1019
AIMZ Investment Advisors
California
$1.24M
CCA
1020
Cobblestone Capital Advisors
New York
$1.24M -$119K -1,844 -9%
BCM
1021
Breiter Capital Management
Florida
$1.24M
SCP
1022
Syntal Capital Partners
Texas
$1.23M +$2.78K +43 +0.2%
ICP
1023
Interchange Capital Partners
Pennsylvania
$1.23M +$51.7K +798 +7%
LSAG
1024
Lake Street Advisors Group
New Hampshire
$1.23M +$19.3K +298 +2%
FTC
1025
Farmers Trust Company
Ohio
$1.23M -$19K -294 -2%

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.