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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
FF
1551
FourThought Financial
Florida
$354K -$1.88K -29 -0.6%
FMW
1552
Farr Miller & Washington
District of Columbia
$353K +$2.59K +40 +0.8%
SGK
1553
Steigerwald Gordon & Koch
Virginia
$353K +$5.76K +89 +2%
BCA
1554
Berman Capital Advisors
Georgia
$353K +$75K +1,159 +30%
OFS
1555
OneAscent Financial Services
Alabama
$352K -$18.1K -280 -5%
TNA
1556
True North Advisors
Texas
$352K
CL
1557
CSS LLC
Illinois
$351K +$324K +5,000 New
HFA
1558
Hoover Financial Advisors
Pennsylvania
$350K +$8.87K +137 +3%
NAM
1559
North American Management
Massachusetts
$349K -$78.5K -1,212 -20%
NHC
1560
Nicholas Hoffman & Company
Georgia
$348K +$58K +896 +22%
RP
1561
Riverbridge Partners
Minnesota
$347K +$9.58K +148 +3%
LFF
1562
Level Four Financial
Texas
$346K +$3.56K +55 +1%
FSA
1563
Fort Sheridan Advisors
Illinois
$346K +$45.3K +700 +17%
EH
1564
Equitable Holdings
New York
$345K -$45K -695 -12%
CWP
1565
Concord Wealth Partners
Virginia
$345K -$9.78K -151 -3%
OWA
1566
Octavia Wealth Advisors
Ohio
$345K +$318K +4,915 New
PL
1567
Parthenon LLC
Kentucky
$344K -$64.7K -1,000 -17%
MF
1568
Manchester Financial
California
$344K +$2.2K +34 +0.7%
CA
1569
Claro Advisors
Massachusetts
$344K +$42.7K +659 +16%
AO
1570
Advisor OS
Illinois
$344K +$317K +4,903 New
PCG
1571
Private Capital Group
Connecticut
$342K -$301K -4,644 -49%
NAM
1572
NTV Asset Management
West Virginia
$342K
RAM
1573
Riggs Asset Management
Pennsylvania
$342K
FWCM
1574
Ferguson Wellman Capital Management
Oregon
$342K +$45.3K +700 +17%
SSI
1575
Scott & Selber Inc
Texas
$341K

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.