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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
AF
1126
Allworth Financial
California
$936K -$36.1K -558 -4%
CIA
1127
CSat Investment Advisory
Michigan
$935K +$858K +13,253 +17,212%
LWANC
1128
Laurel Wealth Advisors (North Carolina)
North Carolina
$931K -$107K -1,650 -11%
HPCM
1129
High Pointe Capital Management
Illinois
$930K +$11K +170 +1%
CAI
1130
Capital Advisors Inc
Oklahoma
$929K -$7.77K -120 -0.9%
BRWM
1131
B. Riley Wealth Management
Tennessee
$929K +$537K +8,293 +168%
TIAM2
1132
Tru Independence Asset Management 2
Oregon
$922K -$6.47K -100 -0.8%
IWA
1133
Intercontinental Wealth Advisors
Texas
$921K +$129K +1,987 +18%
VWM
1134
Venturi Wealth Management
Texas
$918K -$223K -3,442 -21%
BMC
1135
Benin Management Corp
Connecticut
$917K -$9.71K -150 -1%
SMC
1136
Smith, Moore & Co
Missouri
$917K +$572K +8,828 +208%
MHS
1137
M Holdings Securities
Oregon
$916K +$65.4K +1,010 +8%
JIP
1138
Jaffetilchin Investment Partners
Florida
$915K +$207K +3,200 +33%
IP
1139
Investment Partners
Ohio
$912K -$5.63K -87 -0.7%
BFA
1140
Beacon Financial Advisory
Ohio
$907K +$177K +2,733 +27%
CM
1141
Crestline Management
Texas
$905K -$524K -8,100 -39%
BAM
1142
Belpointe Asset Management
Nevada
$902K +$125K +1,932 +17%
CPA
1143
Clear Perspective Advisors
Illinois
$900K +$48.4K +748 +6%
DWA
1144
Douglass Winthrop Advisors
New York
$899K +$207K +3,190 +33%
LCAM
1145
London & Capital Asset Management
United Kingdom
$890K -$17.2K -265 -2%
AAM
1146
Auxier Asset Management
Oregon
$888K
TA
1147
TruWealth Advisors
Louisiana
$887K -$3.04K -47 -0.4%
NSIM
1148
North Star Investment Management
Illinois
$884K +$54.5K +842 +7%
BC
1149
Barnett & Company
Tennessee
$881K +$813K +12,550 New
VF
1150
Virtu Financial
New York
$880K -$1.36M -21,074 -63%

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.