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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
BC
1476
Burleson & Co
California
$420K +$518 +8 +0.1%
KFS
1477
Kurt F. Somerville
$418K -$2.78K -43 -0.7%
FNB
1478
Farmers National Bank
Kentucky
$418K -$30.6K -472 -7%
CWS
1479
Cypress Wealth Services
California
$415K -$48.9K -755 -11%
BBHC
1480
Brown Brothers Harriman & Co
New York
$414K -$50.1M -773,594 -12%
FPCP
1481
Fort Point Capital Partners
California
$413K +$3.88K +60 +1%
FWM
1482
Focused Wealth Management
New York
$413K +$5.05K +78 +1%
RT
1483
Rockland Trust
Massachusetts
$412K +$2.33K +36 +0.6%
KFI
1484
Key Financial Inc
Pennsylvania
$409K -$8.35K -129 -2%
LDFR
1485
Lehman & Derafelo Financial Resources
Pennsylvania
$409K +$51.8K +800 +16%
DAS
1486
Dynamic Advisor Solutions
Arizona
$406K -$40.1K -619 -10%
ATC
1487
Adirondack Trust Company
New York
$405K +$95.2K +1,470 +34%
FFA
1488
Founders Financial Alliance
North Carolina
$404K -$9.91K -153 -3%
LCM
1489
LVM Capital Management
Michigan
$401K -$45.3K -700 -11%
AP
1490
Appleton Partners
Massachusetts
$401K +$145K +2,236 +64%
CFA
1491
CWS Financial Advisors
Michigan
$399K
WP
1492
WealthShield Partners
North Carolina
$398K -$504K -7,786 -58%
FC
1493
Forte Capital
New York
$398K -$101K -1,564 -22%
BCM
1494
Brookstone Capital Management
Illinois
$397K +$2.65K +41 +0.7%
BO
1495
Bank OZK
Arkansas
$396K -$2.59K -40 -0.7%
QSS
1496
Quantitative Systematic Strategies
Florida
$396K +$365K +5,637 New
BI
1497
Blooom Inc
Kansas
$395K +$1.62K +25 +4%
SS
1498
Sunbelt Securities
Texas
$395K +$19.5K +301 +6%
BEAM
1499
Baker Ellis Asset Management
Washington
$393K
WPC
1500
White Pine Capital
Minnesota
$392K +$19.4K +300 +6%

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.