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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
CB
1351
CNB Bank
Pennsylvania
$559K -$6.99K -108 -1%
EAM
1352
Evanson Asset Management
California
$557K -$16.9K -261 -3%
PO
1353
Private Ocean
California
$555K +$64.7K +1,000 +14%
ANBT
1354
American National Bank & Trust
Texas
$554K +$487K +7,525 +2,007%
SCA
1355
Sippican Capital Advisors
Massachusetts
$553K +$511K +7,887 New
GFS
1356
GYL Financial Synergies
Connecticut
$549K +$194 +3 +0%
AWM
1357
Aevitas Wealth Management
Massachusetts
$548K -$51.1K -789 -9%
PWM
1358
Perigon Wealth Management
California
$548K -$20.5K -316 -4%
IIA
1359
IPG Investment Advisors
California
$544K +$502K +7,750 New
RA
1360
Rational Advisors
New York
$540K -$562K -8,674 -53%
HCM
1361
Hollencrest Capital Management
California
$540K +$145K +2,239 +41%
CFGS
1362
Concourse Financial Group Securities
Alabama
$539K +$71.9K +1,111 +17%
OL
1363
Optas LLC
Texas
$538K +$3.95K +61 +0.8%
MCM
1364
Murphy Capital Management
New Jersey
$538K +$52.4K +810 +12%
BP
1365
BBR Partners
New York
$537K -$70.4K -1,087 -12%
LC
1366
LCNB Corp
Ohio
$535K -$31.1K -480 -6%
LJAC
1367
L.J. Altfest & Co
New York
$534K
PGCM
1368
Prescott Group Capital Management
Oklahoma
$533K
ERIM
1369
Eagle Ridge Investment Management
Connecticut
$529K -$40K -618 -8%
MGWM
1370
Marks Group Wealth Management
Minnesota
$529K +$25.3K +390 +5%
BMC
1371
Beaton Management Company
Massachusetts
$528K -$35.6K -550 -7%
BB
1372
Berkshire Bank
Massachusetts
$523K
RSWM
1373
Robertson Stephens Wealth Management
California
$523K +$27.2K +420 +6%
IDBONY
1374
Israel Discount Bank of New York
New York
$521K -$33.6K -519 -7%
CAM
1375
Campion Asset Management
Virginia
$519K +$479K +7,400 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.