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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
DMC
1401
Drexel Morgan & Co
Pennsylvania
$484K
OCM
1402
Orser Capital Management
Texas
$484K
PC
1403
Prairiewood Capital
North Dakota
$484K
TIA
1404
Traphagen Investment Advisors
New Jersey
$483K +$59.2K +914 +15%
SFG
1405
SNS Financial Group
Minnesota
$483K
BWP
1406
Baldwin Wealth Partners
Massachusetts
$482K -$11.3K -175 -2%
WW
1407
Westshore Wealth
California
$482K +$445K +6,866 New
LFA
1408
Legacy Financial Advisors
Kentucky
$480K +$44.9K +693 +11%
LIA
1409
LBMC Investment Advisors
Tennessee
$478K
NDSI
1410
Newman Dignan & Sheerar Inc
Rhode Island
$477K -$12.9K -200 -3%
ACM
1411
Armbruster Capital Management
New York
$477K
OIM
1412
Orca Investment Management
Oregon
$477K
BA
1413
Bridgewater Advisors
New York
$475K +$400K +6,184 New
BBA
1414
BLB&B Advisors
Pennsylvania
$474K -$128K -1,975 -23%
FNBTCON
1415
First National Bank & Trust Co of Newtown
Pennsylvania
$474K
AA
1416
Auxano Advisors
Washington
$473K +$81K +1,251 +23%
BOTW
1417
Bank of the West
California
$472K -$73.4K -1,133 -14%
CA
1418
Cornerstone Advisory
Maryland
$472K
BIC
1419
Beach Investment Counsel
Pennsylvania
$470K
DTC
1420
Davidson Trust Company
Washington
$469K -$5.96K -92 -1%
KFGK
1421
Keystone Financial Group (Kentucky)
Kentucky
$467K +$12.9K +199 +3%
CCFCSB
1422
Cape Cod Five Cents Savings Bank
Massachusetts
$466K -$16.8K -260 -4%
NG
1423
Northstar Group
New York
$465K
PP
1424
Patten & Patten
Tennessee
$463K -$65 -1 -0%
RC
1425
RBO & Co
California
$463K

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.