We are live on ! Find out more
ORCL icon

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
WIA
1176
Wealthstreet Investment Advisors
Texas
$824K +$25.9K +400 +4%
FCMC
1177
Founders Capital Management (Connecticut)
Connecticut
$823K +$155K +2,400 +26%
EH
1178
Employers Holdings
Nevada
$819K
GSEP
1179
Golden State Equity Partners
California
$813K +$429K +6,633 +134%
OC
1180
Oarsman Capital
Wisconsin
$812K -$11.3K -174 -1%
ALAM
1181
Asahi Life Asset Management
Japan
$811K +$411K +6,350 +122%
HA
1182
Harfst & Associates
Wyoming
$809K +$191K +2,943 +34%
CAM
1183
Cozad Asset Management
Illinois
$808K +$14.7K +227 +2%
AB
1184
Atlas Brown
Kentucky
$807K
PFG
1185
PAX Financial Group
Texas
$806K +$118K +1,826 +19%
CGH
1186
CMG Global Holdings
Texas
$802K +$740K +11,423 New
Financial Engines Advisors
1187
Financial Engines Advisors
California
$799K -$34.3K -530 -4%
CB
1188
Community Bank
New York
$799K -$647 -10 -0.1%
BIM
1189
Barton Investment Management
Pennsylvania
$798K
OIA
1190
OneDigital Investment Advisors
Kansas
$798K +$96.2K +1,486 +15%
PBO
1191
Peoples Bank (Ohio)
Ohio
$794K -$32.4K -500 -4%
OFG
1192
Oxford Financial Group
Indiana
$790K +$647 +10 +0.1%
FPS
1193
Fieldpoint Private Securities
Connecticut
$790K +$15.9K +245 +2%
OWM
1194
OneAscent Wealth Management
Alabama
$786K -$42.4K -655 -6%
TCM
1195
Twin Capital Management
Pennsylvania
$785K -$608K -9,390 -46%
CIC
1196
Crawford Investment Counsel
Georgia
$783K -$41.4K -639 -5%
JFA
1197
JNBA Financial Advisors
Minnesota
$782K +$141K +2,180 +24%
QP
1198
Quilter Plc
United Kingdom
$781K -$3.24K -50 -0.4%
PCMC
1199
Paragon Capital Management (Colorado)
Colorado
$781K +$65 +1 +0%
ATFA
1200
All Terrain Financial Advisors
Minnesota
$780K

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.