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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
CBT
1576
CoreFirst Bank & Trust
Kansas
$302K +$278K +4,665 New
WCM
1577
Weld Capital Management
New York
$301K +$21.1K +355 +8%
DLG
1578
Daniel L. Goodwin
$301K +$280K +4,700 New
IF
1579
Ironwood Financial
Arizona
$300K +$134K +2,255 +94%
EF
1580
Empirical Finance
Pennsylvania
$299K -$95.5K -1,605 -26%
WCM
1581
Whitener Capital Management
North Carolina
$299K
GEM
1582
Global Endowment Management
North Carolina
$298K -$26.8K -450 -9%
ACM
1583
Advisors Capital Management
New Jersey
$298K +$19.7K +331 +8%
AWM
1584
Aries Wealth Management
Maine
$297K
CCG
1585
Chatham Capital Group
Georgia
$297K
FIA
1586
Foundations Investment Advisors
Arizona
$296K -$94.7K -1,590 -25%
MC
1587
Middleton & Co
Massachusetts
$296K
USGIU
1588
U.S. Global Investors (USGI)
Texas
$295K -$131K -2,200 -33%
DI
1589
DFPG Investments
Utah
$295K +$12.4K +209 +5%
W
1590
Wealthquest
Ohio
$295K +$25.4K +427 +10%
NP
1591
NorthRock Partners
Minnesota
$295K +$65.9K +1,107 +32%
PWA
1592
Phoenix Wealth Advisors
North Carolina
$295K +$271K +4,557 New
DWM
1593
Doyle Wealth Management
Florida
$292K +$67.6K +1,136 +34%
SEP
1594
Southland Equity Partners
Missouri
$289K +$266K +4,460 New
MJP
1595
Michael J. Puzo
$288K -$40.2K -675 -13%
EWM
1596
Evermay Wealth Management
Virginia
$288K -$5.48K -92 -2%
MMM
1597
Mendel Money Management
Illinois
$288K
AF
1598
Apexium Financial
Texas
$288K +$60 +1 +0%
AAM
1599
Autus Asset Management
Arizona
$287K -$27.4K -460 -9%
SHA
1600
Seneca House Advisors
Virginia
$287K +$1.07K +18 +0.4%

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.