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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
T
1526
TOBAM
France
$330K +$22.3K +375 +8%
MF
1527
Montis Financial
Massachusetts
$330K +$314K +5,273 New
CW
1528
CreativeOne Wealth
Kansas
$329K +$303K +5,090 New
CWP
1529
Concord Wealth Partners
Virginia
$328K +$302K +5,071 New
FF
1530
FourThought Financial
Florida
$328K +$302K +5,077 New
BPB
1531
Badgley, Phelps & Bell
Washington
$326K
LDFR
1532
Lehman & Derafelo Financial Resources
Pennsylvania
$326K +$59.2K +994 +25%
TNA
1533
True North Advisors
Texas
$325K -$6.61K -111 -2%
FMW
1534
Farr Miller & Washington
District of Columbia
$323K
VCAM
1535
Van Cleef Asset Management
Ohio
$322K
EWM
1536
Executive Wealth Management
Michigan
$322K +$893 +15 +0.3%
CAAS
1537
Capital Asset Advisory Services
Michigan
$322K +$5.83K +98 +2%
MGIA
1538
Moneta Group Investment Advisors
Missouri
$322K +$28.1K +472 +10%
AIP
1539
Almanack Investment Partners
Pennsylvania
$322K +$36.9K +620 +14%
ICM
1540
IMS Capital Management
Oregon
$321K -$56.7K -953 -16%
BRWM
1541
B. Riley Wealth Management
Tennessee
$320K -$381K -6,394 -56%
SPC
1542
Stewart & Patten Company
California
$320K
SGK
1543
Steigerwald Gordon & Koch
Virginia
$320K +$9.82K +165 +3%
SWM
1544
SVA Wealth Management
Wisconsin
$320K +$63.1K +1,060 +27%
GSEP
1545
Golden State Equity Partners
California
$320K +$295K +4,956 New
MCWS
1546
McKinley Carter Wealth Services
West Virginia
$319K +$293K +4,927 New
CIC
1547
Carnegie Investment Counsel
Ohio
$318K -$108K -1,819 -27%
IAIM
1548
International Assets Investment Management
Florida
$318K +$37.6K +632 +15%
APW
1549
Acima Private Wealth
Virginia
$317K
LAM
1550
Lingohr Asset Management
Germany
$317K

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.