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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
PP
1376
PDS Planning
Ohio
$516K -$8.55K -132 -2%
VV
1377
Verity & Verity
South Carolina
$515K -$36K -556 -8%
RCM
1378
RB Capital Management
Nevada
$515K +$118K +1,815 +33%
EFSCE
1379
Enterprise Financial Services Corp (EFSC)
Missouri
$514K +$6.28K +97 +1%
IF
1380
Intrua Financial
Texas
$507K +$153K +2,360 +54%
WA
1381
WealthTrust Axiom
Pennsylvania
$505K -$22.7K -350 -5%
FCB
1382
First Command Bank
Texas
$502K -$24.5K -378 -5%
FCFS
1383
First Command Financial Services
Texas
$502K -$24.5K -378 -5%
SBCM
1384
Schwerin Boyle Capital Management
Massachusetts
$500K
GIM
1385
Goelzer Investment Management
Indiana
$499K -$1.11M -17,082 -71%
HWA
1386
HCR Wealth Advisors
California
$499K -$422K -6,523 -48%
EM
1387
Excalibur Management
Massachusetts
$498K +$38.7K +597 +9%
CAG
1388
Csenge Advisory Group
Florida
$498K +$191K +2,957 +81%
FANJ
1389
Financial Architects (New Jersey)
New Jersey
$497K -$11.1K -171 -2%
LAM
1390
Lingohr Asset Management
Germany
$496K +$140K +2,162 +44%
LF
1391
Lee Financial
Texas
$495K
OCM
1392
One Capital Management
California
$495K +$12.9K +200 +3%
AWM
1393
Apollon Wealth Management
South Carolina
$495K +$457K +7,057 New
PA
1394
Probity Advisors
Texas
$492K +$454K +7,018 New
QCM
1395
Quest Capital Management
Texas
$491K -$8.55K -132 -2%
PWMG
1396
Prestige Wealth Management Group
New Jersey
$491K +$3.95K +61 +0.9%
BOS
1397
Bingham Osborn & Scarborough
California
$490K -$54.2K -837 -11%
LC
1398
Lindbrook Capital
California
$488K +$11.3K +174 +3%
REMPR
1399
Roof Eidam Maycock Peralta (REMP)
California
$486K
KA
1400
Kovack Advisors
Florida
$486K +$43.5K +672 +11%

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.