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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
CT
1076
Caldwell Trust
Florida
$1.08M -$53.1K -820 -5%
TBNY
1077
Trustco Bank (New York)
New York
$1.07M -$58.3K -900 -6%
AIC
1078
Ameritas Investment Company
Nebraska
$1.07M +$423K +6,538 +76%
AIA
1079
Avalon Investment & Advisory
Texas
$1.06M +$32.2K +498 +3%
FWM
1080
Frontier Wealth Management
Missouri
$1.06M +$60.9K +940 +7%
WA
1081
WBH Advisory
Maryland
$1.06M -$12.9K -199 -1%
SJIM
1082
St. Johns Investment Management
Florida
$1.06M -$2.14K -33 -0.2%
OPS
1083
Orion Portfolio Solutions
Nebraska
$1.06M -$47.8K -739 -5%
O
1084
Ossiam
France
$1.05M -$3.05M -47,185 -76%
BWA
1085
BDO Wealth Advisors
Florida
$1.05M +$51.9K +801 +6%
CHP
1086
Cable Hill Partners
Oregon
$1.05M +$7.77K +120 +0.8%
WC
1087
Whitney & Co
New York
$1.04M -$9.71K -150 -1%
LRPA
1088
L. Roy Papp & Associates
Arizona
$1.04M -$349K -5,398 -27%
WAM
1089
Weatherly Asset Management
California
$1.04M +$324 +5 +0%
APP
1090
Avantax Planning Partners
Iowa
$1.04M +$38.7K +598 +4%
BFC
1091
Bedel Financial Consulting
Indiana
$1.04M +$616K +9,522 +181%
GWM
1092
GSB Wealth Management
Connecticut
$1.03M +$952K +14,704 New
BIA
1093
Bigelow Investment Advisors
Maine
$1.02M -$193K -2,982 -17%
IWM
1094
IHT Wealth Management
Illinois
$1.01M +$137K +2,116 +17%
WA
1095
Wealth Alliance
New York
$1.01M +$309K +4,779 +50%
PP
1096
Pacifica Partners
Canada
$1.01M -$11.7K -180 -1%
MCC
1097
Malaga Cove Capital
California
$1M -$388 -6 -0%
FG
1098
Foster Group
Iowa
$1M
SIG
1099
Sargent Investment Group
Maryland
$998K +$108K +1,675 +13%
EFS
1100
Essex Financial Services
Connecticut
$992K +$173K +2,678 +23%

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.