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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
IBOK
1251
Independence Bank of Kentucky
Kentucky
$696K +$90K +1,390 +16%
NIM
1252
Northeast Investment Management
Massachusetts
$695K
MIM
1253
Miller Investment Management
Pennsylvania
$689K
MAWCM
1254
Mine & Arao Wealth Creation & Management
California
$685K +$65 +1 +0%
BW
1255
Bison Wealth
Georgia
$682K -$10.6K -164 -2%
SW
1256
SteelPeak Wealth
California
$682K +$271K +4,182 +75%
FCMT
1257
Founders Capital Management (Texas)
Texas
$681K
LFA
1258
Landmark Financial Advisors
Kentucky
$681K +$13.3K +206 +2%
NNP
1259
Nachman Norwood & Parrott
South Carolina
$680K +$324 +5 +0.1%
APA
1260
American Portfolios Advisors
New York
$680K +$53.7K +829 +9%
CLOS
1261
Compagnie Lombard Odier SCmA
Switzerland
$679K -$136K -2,100 -18%
FFWA
1262
FRG Family Wealth Advisors
Washington
$679K -$32.4K -500 -5%
NAS
1263
Nicolet Advisory Services
Wisconsin
$679K +$2.72K +42 +0.4%
ECM
1264
Exchange Capital Management
Michigan
$678K -$29.8K -460 -5%
OWA
1265
One Wealth Advisors
California
$677K +$75.4K +1,164 +14%
C
1266
Certuity
Florida
$677K +$802K +12,394 +117%
LFAS
1267
Level Four Advisory Services
Texas
$675K -$9K -139 -1%
YWP
1268
YorkBridge Wealth Partners
New York
$675K +$107K +1,654 +21%
BCM
1269
Birch Capital Management
Texas
$674K
CPIG
1270
Chicago Partners Investment Group
Illinois
$674K +$12.8K +197 +2%
TCM
1271
Teza Capital Management
Illinois
$673K +$103K +1,594 +20%
ABC
1272
Associated Banc-Corp
Wisconsin
$671K -$2M -30,920 -69%
DA
1273
DSC Advisors
Illinois
$671K +$54.7K +845 +10%
NCM
1274
Narwhal Capital Management
Georgia
$670K -$281K -4,346 -31%
SIA
1275
Soltis Investment Advisors
Utah
$669K -$12.1K -187 -2%

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.