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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
TTWM
1226
TCV Trust & Wealth Management
Virginia
$741K +$89.5K +1,382 +15%
GC
1227
Grimes & Company
Massachusetts
$740K -$203K -3,141 -23%
BFA
1228
Beaumont Financial Advisors
Massachusetts
$735K -$127K -1,966 -16%
AWM
1229
Altavista Wealth Management
North Carolina
$735K
LA
1230
Latitude Advisors
Florida
$733K -$458K -7,073 -40%
FAM
1231
Formidable Asset Management
Ohio
$731K +$2.14K +33 +0.3%
MWM
1232
Modera Wealth Management
New Jersey
$730K -$161K -2,485 -19%
SFS
1233
Sowell Financial Services
Arkansas
$729K -$158K -2,446 -21%
CRC
1234
Curi RMB Capital
Illinois
$718K +$57K +881 +9%
EGM
1235
Engineers Gate Manager
New York
$716K -$3.48M -53,807 -84%
SIG
1236
Sky Investment Group
Connecticut
$716K
CWM
1237
Circle Wealth Management
New Jersey
$715K -$843K -13,027 -56%
JCIA
1238
Jackson Creek Investment Advisors
Colorado
$713K +$18.9K +292 +3%
CA
1239
Cambridge Advisors
Nebraska
$712K
XWM
1240
Xcel Wealth Management
Florida
$712K
PIM
1241
Penobscot Investment Management
Massachusetts
$711K
CS
1242
Comerica Securities
Michigan
$711K +$3.37K +52 +0.5%
SHGA
1243
Sand Hill Global Advisors
California
$710K -$35.7K -551 -5%
WKWM
1244
Walter & Keenan Wealth Management
Indiana
$709K +$226K +3,490 +53%
BHBT
1245
Burke & Herbert Bank & Trust
Virginia
$707K +$500K +7,729 +330%
HIM
1246
Hillsdale Investment Management
Ontario, Canada
$706K -$10.4K -160 -2%
MMPW
1247
Mitchell McLeod Pugh & Williams
Alabama
$706K
RFM
1248
Royal Fund Management
Florida
$704K +$650K +10,047 New
GSBTD
1249
Glenview State Bank Trust Department
Illinois
$699K +$2.46K +38 +0.4%
FFM
1250
Fullerton Fund Management
Singapore
$698K +$644K +9,945 New

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.