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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
1WA
1326
180 Wealth Advisors
Washington
$594K -$99.9K -1,543 -17%
FNFDCM
1327
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$591K -$5.24K -81 -1%
HH
1328
Hilltop Holdings
Texas
$591K +$55K +850 +11%
DAM
1329
Delta Asset Management
Tennessee
$589K +$97.1K +1,500 +22%
MCM
1330
Mengis Capital Management
Oregon
$588K +$5.83K +90 +1%
AWE
1331
Avidian Wealth Enterprises
Texas
$588K +$21.3K +329 +4%
MA
1332
MONECO Advisors
Connecticut
$587K +$126K +1,949 +30%
LP
1333
LGL Partners
Pennsylvania
$586K +$27K +417 +5%
FHA
1334
Flagship Harbor Advisors
Massachusetts
$585K +$6.67K +103 +1%
UBV
1335
United Bank (Virginia)
Virginia
$585K +$24.1K +373 +5%
BA
1336
Bennicas & Associates
California
$582K -$71.2K -1,100 -12%
Parallax Volatility Advisers
1337
Parallax Volatility Advisers
California
$581K -$224K -3,458 -29%
SIMM
1338
Stillwater Investment Management (Minnesota)
Minnesota
$579K +$13.7K +211 +3%
VC
1339
Vicus Capital
Pennsylvania
$579K +$14.8K +228 +3%
MA
1340
Mosaic Advisors
Texas
$577K -$370K -5,709 -41%
HPWM
1341
Highland Private Wealth Management
Washington
$576K +$18.6K +287 +4%
PGAM
1342
Princeton Global Asset Management
New Jersey
$575K -$97.1K -1,500 -15%
APG
1343
Abacus Planning Group
South Carolina
$574K +$19.6K +302 +4%
CRIG
1344
Charter Research & Investment Group
Connecticut
$567K
BAM
1345
Brave Asset Management
New Jersey
$567K +$162K +2,500 +45%
BHC
1346
Bowen Hanes & Co
Florida
$566K
LCM
1347
Leisure Capital Management
California
$565K -$60.3K -931 -10%
CA
1348
Continuum Advisory
Idaho
$565K +$16.1K +248 +4%
MCP
1349
Mirador Capital Partners
California
$564K -$69K -1,065 -12%
BST
1350
Bath Savings Trust
Maine
$560K -$12.9K -200 -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.