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Oracle

1,998 hedge funds and large institutions have $90.3B invested in Oracle in 2020 Q4 according to their latest regulatory filings, with 242 funds opening new positions, 633 increasing their positions, 826 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 242 | Existing positions closed: 85

7% more funds holding

Funds holding: 1,8701,998 (+128)

6% more capital invested

Capital invested by funds: $85.4B → $90.3B (+$4.89B)

0.89% less ownership

Funds ownership: 47.64%46.75% (-0.89%)

7% less call options, than puts

Call options by funds: $1.33B | Put options by funds: $1.44B

3% less funds holding in top 10

Funds holding in top 10: 6058 (-2)

23% less repeat investments, than reductions

Existing positions increased: 633 | Existing positions reduced: 826

Holders
1,998
Holders Change
+128
Holders Change %
+6.84%
% of All Funds
35.36%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
1.03%
New
242
Increased
633
Reduced
826
Closed
85
Calls
$1.33B
Puts
$1.44B
Net Calls
-$105M
Net Calls Change
-$378M
Name Holding Trade Value Shares
Change
Change in
Stake
EH
1476
Equitable Holdings
New York
$363K +$31.9K +536 +11%
BAM
1477
Brave Asset Management
New Jersey
$361K -$3.63K -61 -1%
AA
1478
Alesco Advisors
New York
$359K
FFA
1479
Founders Financial Alliance
North Carolina
$359K +$13.3K +223 +4%
SW
1480
SteelPeak Wealth
California
$359K +$67.5K +1,134 +26%
BA
1481
Bridge Advisory
California
$359K +$331K +5,553 New
VI
1482
Versor Investments
New York
$358K -$1.97M -33,072 -86%
RCM
1483
RB Capital Management
Nevada
$358K -$142K -2,385 -30%
JCM
1484
Jacobi Capital Management
Pennsylvania
$358K +$13.3K +224 +4%
ACP
1485
Aviance Capital Partners
Florida
$357K
RCM
1486
Radnor Capital Management
Pennsylvania
$357K
GSWM
1487
Golden State Wealth Management
California
$357K +$223K +3,743 +211%
FHC
1488
First Heartland Consultants
Missouri
$356K -$9.11K -153 -3%
EHC
1489
Everett Harris & Co
California
$356K
M
1490
MOTCO
Texas
$356K +$2.98K +50 +0.9%
AA
1491
Auxano Advisors
Washington
$355K +$90.3K +1,517 +38%
FC
1492
FCA Corp
Texas
$355K +$327K +5,489 New
HCM
1493
Hollencrest Capital Management
California
$353K -$26.4K -443 -8%
AF
1494
Affiance Financial
Minnesota
$352K
RWMH
1495
Riverpoint Wealth Management Holdings
Illinois
$352K +$655 +11 +0.2%
BWP
1496
BSW Wealth Partners
Colorado
$352K +$95.8K +1,609 +42%
ZAM
1497
Zevin Asset Management
Massachusetts
$348K -$46.2K -776 -13%
SIM
1498
SSI Investment Management
California
$347K -$298 -5 -0.1%
BI
1499
Blooom Inc
Kansas
$347K +$40.1K +673 New
GA
1500
Geller Advisors
New York
$346K

ORCL Hedge Fund Activity: Q4 2020 in Review

1,998 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2020, worth a combined $90.3B — up 5.7% from $85.4B a quarter earlier.

Buyers outnumbered sellers: 242 funds opened new ORCL positions and 85 closed out — a net gain of 157 holders — while 633 added to existing stakes and 826 trimmed.

The largest buyer was Nuveen, adding an estimated $208M. The largest seller was Vanguard Group, cutting an estimated $587M.

  • 1,998 institutional investors held Oracle (ORCL) as of Q4 2020, up from 1,870 in Q3 2020.
  • Funds reported $90.3B of Oracle stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 242 funds opened new Oracle positions in Q4 2020 and 85 closed out, a net change of +157 holders.
  • The largest Oracle buyer in Q4 2020 was Nuveen, an estimated $208M added.
  • The largest Oracle seller in Q4 2020 was Vanguard Group, an estimated $587M sold.

Based on aggregated 13F filings for Q4 2020.