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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
SAG
1426
Spotlight Asset Group
Illinois
$462K -$131K -2,022 -23%
SAM
1427
SignalPoint Asset Management
Missouri
$462K -$5.5K -85 -1%
FC
1428
FORA Capital
Florida
$461K -$3.54M -54,733 -89%
SAM
1429
S.A. Mason
Michigan
$461K
SS
1430
Simplicity Solutions
Minnesota
$460K -$836K -12,911 -66%
WCWM
1431
Willow Creek Wealth Management
California
$458K -$58.3K -900 -12%
CCM
1432
Compton Capital Management
Rhode Island
$458K -$16.2K -250 -4%
WBG
1433
Wharton Business Group
Pennsylvania
$455K
BFG
1434
Berger Financial Group
Minnesota
$454K -$4.51M -69,656 -92%
ECG
1435
Edge Capital Group
Georgia
$453K +$25.9K +400 +7%
PFC
1436
Poplar Forest Capital
California
$452K -$117K -1,800 -22%
GIP
1437
Greatmark Investment Partners
Georgia
$452K
MFA
1438
Mayflower Financial Advisors
Massachusetts
$451K
TWM
1439
Titus Wealth Management
California
$449K +$12.9K +200 +3%
IA
1440
IFG Advisory
Georgia
$448K -$63.1K -974 -13%
WA
1441
Wambolt & Associates
Colorado
$448K +$583 +9 +0.1%
GAM
1442
Gemmer Asset Management
California
$448K +$647 +10 +0.2%
RZH
1443
Relyea Zuckerberg Hanson
Connecticut
$448K +$12.4K +192 +3%
BFM
1444
Boston Financial Management
Massachusetts
$447K -$55.4K -856 -12%
TC
1445
Trust Company
Kansas
$446K -$619K -9,566 -60%
PWM
1446
Paulson Wealth Management
Illinois
$446K +$34.1K +526 +10%
WFA
1447
West Financial Advisors
Iowa
$445K -$1.23K -19 -0.3%
HFM
1448
Harvest Fund Management
China
$445K +$73K +1,127 +22%
OR
1449
Olympiad Research
Connecticut
$442K +$8.87K +137 +2%
SICM
1450
Sustainable Insight Capital Management
New York
$441K -$84.2K -1,300 -17%

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.