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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
UAS
1101
United Asset Strategies
New York
$988K -$19.4K -300 -2%
I2I
1102
Insight 2811 Inc
Illinois
$982K +$12.9K +200 +1%
WW
1103
Waterfront Wealth
Kansas
$979K +$40.5K +625 +5%
B
1104
Barings
North Carolina
$977K -$264K -4,082 -23%
RC
1105
Roundview Capital
New Jersey
$977K
AFP
1106
Ausdal Financial Partners
Iowa
$977K +$2.14K +33 +0.2%
DBIA
1107
Dumont & Blake Investment Advisors
New Jersey
$976K -$12.9K -200 -1%
ESCM
1108
Echo Street Capital Management
New York
$976K +$423K +6,535 +89%
TNB
1109
Thomasville National Bank
Georgia
$975K +$53K +818 +4%
ST
1110
Spinnaker Trust
Maine
$973K -$7.77K -120 -0.9%
CP
1111
Cumberland Partners
Ontario, Canada
$972K -$58.3K -900 -6%
KC
1112
Knuff & Co
California
$972K
PWP
1113
Private Wealth Partners
California
$969K -$906K -14,000 -50%
CPO
1114
Cerity Partners OCIO
New York
$968K +$60.9K +940 +7%
VAS
1115
Vestmark Advisory Solutions
Massachusetts
$958K +$16.7K +258 +2%
MPW
1116
MA Private Wealth
California
$957K +$883K +13,644 New
TMAM
1117
Tokio Marine Asset Management
Japan
$955K +$104K +1,603 +13%
PFBT
1118
Parkside Financial Bank & Trust
Missouri
$954K -$19K -294 -2%
TC
1119
Toews Corporation
New Jersey
$947K +$874K +13,500 New
XF
1120
XML Financial
Maryland
$945K +$2.59K +40 +0.3%
ACM
1121
AlphaCrest Capital Management
New York
$944K -$6.13M -94,629 -88%
DSC
1122
Duncker Streett & Co
Missouri
$943K -$153K -2,369 -15%
FIM
1123
Freedom Investment Management
Connecticut
$941K -$270K -4,174 -24%
CST
1124
Charles Schwab Trust
Nevada
$941K -$55.3K -854 -6%
RMDI
1125
R.M. Davis Inc
Maine
$938K -$22.7K -350 -3%

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.