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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
MFW
1451
Meristem Family Wealth
Minnesota
$440K
NP
1452
NorthRock Partners
Minnesota
$439K +$110K +1,692 +37%
KTC
1453
Kistler-Tiffany Companies
Pennsylvania
$436K +$16K +247 +4%
HIMC
1454
Heritage Investors Management Corp
Maryland
$435K -$6.47K -100 -2%
WWM
1455
Windsor Wealth Management
Indiana
$435K +$842 +13 +0.2%
AIM
1456
Alhambra Investment Management
Florida
$435K +$19.4K +300 +5%
FAIM
1457
Financial Advocates Investment Management
Washington
$434K -$25.1K -387 -6%
T
1458
TOBAM
France
$434K +$70.1K +1,082 +21%
BWM
1459
Baystate Wealth Management
Massachusetts
$434K +$217K +3,344 +118%
RPWA
1460
Regent Peak Wealth Advisors
Georgia
$433K -$1.21M -18,745 -75%
DW
1461
Domani Wealth
Pennsylvania
$431K -$6.02K -93 -1%
CCP
1462
Clarkston Capital Partners
Michigan
$431K
CWA
1463
Canvas Wealth Advisors
Kansas
$431K +$367K +5,668 New
RWP
1464
Ridgecrest Wealth Partners
California
$431K +$397K +6,138 New
GD
1465
Grandfield & Dodd
New York
$430K
PAS
1466
Professional Advisory Services
Florida
$430K
JWM
1467
JGP Wealth Management
Oregon
$429K
S
1468
Surevest
California
$428K
MSAM
1469
Moloney Securities Asset Management
Missouri
$427K +$394K +6,088 New
SIC
1470
Sigma Investment Counselors
Michigan
$426K
EP
1471
Eudaimonia Partners
Tennessee
$425K -$75.9K -1,172 -16%
PMFA
1472
Plante Moran Financial Advisors
Michigan
$423K -$48.8K -754 -11%
AFM
1473
Abbot Financial Management
Massachusetts
$422K -$129K -2,000 -25%
THWM
1474
Taylor Hoffman Wealth Management
Virginia
$422K +$194 +3 +0%
JCM
1475
Jacobi Capital Management
Pennsylvania
$421K +$29.5K +455 +8%

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.