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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
LWM
1301
Liberty Wealth Management
California
$620K
KFP
1302
KMG Fiduciary Partners
Ohio
$620K +$45.6K +704 +9%
MGIA
1303
Moneta Group Investment Advisors
Missouri
$620K +$250K +3,858 +78%
RPC
1304
Rossmore Private Capital
Connecticut
$618K
MIM
1305
Macroview Investment Management
Maryland
$618K +$2.2K +34 +0.4%
ACM
1306
AlphaStar Capital Management
North Carolina
$617K +$570K +8,800 New
RB
1307
Renasant Bank
Mississippi
$615K +$35.3K +545 +7%
AWA
1308
Aaron Wealth Advisors
Illinois
$613K +$355K +5,484 +168%
GA
1309
GFS Advisors
Texas
$612K +$565K +8,720 New
FNBSF
1310
First National Bank Sioux Falls
South Dakota
$609K
VAM
1311
Verity Asset Management
North Carolina
$609K +$45.3K +700 +9%
CA
1312
Calton & Associates
Florida
$608K +$59.3K +916 +12%
GTAM
1313
Global Trust Asset Management
Florida
$607K
DP
1314
Denver PWM
Colorado
$605K -$2.59K -40 -0.4%
FMLI
1315
Fukoku Mutual Life Insurance
Japan
$603K -$38.8K -600 -7%
BCM
1316
Brown Capital Management
Maryland
$603K -$13.3K -206 -2%
OAM
1317
Occidental Asset Management
California
$603K +$32.4K +500 +6%
SDWMA
1318
Schneider Downs Wealth Management Advisors
Pennsylvania
$603K +$150K +2,324 +37%
BFPW
1319
BOK Financial Private Wealth
Colorado
$602K +$13.3K +205 +2%
BWM
1320
Birchcreek Wealth Management
Ohio
$601K
GWS
1321
Glassman Wealth Services
Virginia
$600K -$34.8K -537 -6%
HAIM
1322
Hunter Associates Investment Management
Pennsylvania
$598K -$38.6K -596 -7%
PWPS
1323
Pinnacle Wealth Planning Services
Ohio
$598K +$35.7K +551 +7%
HCM
1324
Howland Capital Management
Massachusetts
$598K +$179K +2,763 +48%
EFL
1325
ERn Financial LLC
Wisconsin
$596K

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.