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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
AA
1501
Alesco Advisors
New York
$389K
CW
1502
CreativeOne Wealth
Kansas
$389K +$29.8K +461 +9%
AWM
1503
Aberdeen Wealth Management
Illinois
$388K -$39.8K -615 -10%
RCM
1504
Radnor Capital Management
Pennsylvania
$388K
ACP
1505
Aviance Capital Partners
Florida
$387K
EHC
1506
Everett Harris & Co
California
$387K
PWA
1507
Phoenix Wealth Advisors
North Carolina
$387K +$54.1K +835 +18%
FHC
1508
First Heartland Consultants
Missouri
$386K +$129 +2 +0%
FC
1509
FCA Corp
Texas
$386K +$583 +9 +0.2%
SG
1510
Stonnington Group
California
$386K +$326K +5,029 New
BFIM
1511
Beese Fulmer Investment Management
Ohio
$385K -$16.2K -250 -4%
BA
1512
Bridge Advisory
California
$384K -$5.31K -82 -1%
RWMH
1513
Riverpoint Wealth Management Holdings
Illinois
$383K +$583 +9 +0.2%
ML
1514
McAdam LLC
Pennsylvania
$383K +$4.01K +62 +1%
VCAM
1515
Van Cleef Asset Management
Ohio
$383K +$31.7K +490 +10%
BIAS
1516
Beacon Investment Advisory Services
New Jersey
$382K -$15.3K -237 -4%
AF
1517
Affiance Financial
Minnesota
$382K
DCM
1518
Driehaus Capital Management
Illinois
$381K +$39.3K +607 +13%
MF
1519
Montis Financial
Massachusetts
$379K
ACM
1520
Advisors Capital Management
New Jersey
$377K +$49.8K +769 +17%
SIM
1521
SSI Investment Management
California
$375K -$129 -2 -0%
BWP
1522
BSW Wealth Partners
Colorado
$373K -$7.9K -122 -2%
CIC
1523
Carnegie Investment Counsel
Ohio
$373K +$25.9K +400 +8%
ST
1524
Sabal Trust
Florida
$372K -$47.4K -732 -12%
PCM
1525
Pointe Capital Management
Michigan
$372K +$6.8K +105 +2%

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.