We are live on ! Find out more
ORCL icon

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
PL
1526
Plancorp LLC
Missouri
$371K -$45.7K -706 -12%
IIC
1527
Integrated Investment Consultants
Michigan
$370K -$134K -2,071 -28%
FIA
1528
Foundations Investment Advisors
Arizona
$370K +$20.9K +323 +7%
M
1529
MOTCO
Texas
$369K -$15.3K -237 -4%
CBN
1530
Cadence Bank NA
Texas
$369K
OSNBOA
1531
Old Second National Bank of Aurora
Illinois
$369K
KCM
1532
Kornitzer Capital Management
Kansas
$368K -$1.62K -25 -0.5%
SA
1533
Strategic Advisors
New York
$367K +$129 +2 +0%
MCWS
1534
McKinley Carter Wealth Services
West Virginia
$367K +$19K +293 +6%
IFG
1535
Independent Financial Group
California
$366K -$331K -5,108 -49%
CAM
1536
Claret Asset Management
Quebec, Canada
$366K -$971 -15 -0.3%
HHGA
1537
Halbert Hargrove Global Advisors
California
$366K +$6.8K +105 +2%
AIM
1538
Aspen Investment Management
Michigan
$365K -$65 -1 -0%
RM
1539
Resource Management
Louisiana
$365K
CWM
1540
Concentrum Wealth Management
California
$364K
GC
1541
Garde Capital
Washington
$362K +$101K +1,559 +43%
RCG
1542
Rock Creek Group
District of Columbia
$361K -$422K -6,514 -56%
RWP
1543
RWA Wealth Partners
Massachusetts
$361K -$53.2K -822 -14%
AWM
1544
Aries Wealth Management
Maine
$360K
NIA
1545
Northstar Investment Advisors
Colorado
$360K +$106K +1,637 +47%
CAM
1546
Cidel Asset Management
Ontario, Canada
$358K -$35.9K -555 -10%
GA
1547
Geller Advisors
New York
$358K +$110K +1,694 +50%
AIP
1548
Almanack Investment Partners
Pennsylvania
$357K +$7.25K +112 +2%
EWM
1549
Executive Wealth Management
Michigan
$357K +$7.38K +114 +2%
VIM
1550
Vista Investment Management
Pennsylvania
$354K -$15.1K -233 -4%

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.