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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
CM
1576
Columbus Macro
Pennsylvania
$340K -$71.7K -1,108 -19%
IAMOG
1577
Investors Asset Management of Georgia
Georgia
$340K
KCM
1578
Kendall Capital Management
Maryland
$340K
CAGAS
1579
Capital Advisory Group Advisory Services
Minnesota
$339K +$7.96K +123 +3%
EB
1580
Eastern Bank
Massachusetts
$338K +$8.16K +126 +3%
CFD
1581
Creative Financial Designs
Indiana
$338K +$291K +4,500 +1,452%
WCAMG
1582
Woodard & Company Asset Management Group
North Carolina
$337K
GAM
1583
Gould Asset Management
California
$336K +$310K +4,787 New
BDS
1584
Banco de Sabadell
Florida
$335K
HC
1585
Hamilton Capital
Ohio
$334K +$85K +1,313 +38%
PFA
1586
Plotkin Financial Advisors
Maryland
$334K
BPB
1587
Badgley, Phelps & Bell
Washington
$333K -$19.4K -300 -6%
W
1588
Wealthquest
Ohio
$332K +$10.9K +168 +4%
PCM
1589
Penserra Capital Management
California
$332K +$49.7K +767 +19%
DLG
1590
Daniel L. Goodwin
$331K
WCM
1591
Whitener Capital Management
North Carolina
$331K +$6.47K +100 +2%
CCP
1592
Cardan Capital Partners
Colorado
$329K
BI
1593
Ballast Inc
Kentucky
$328K
GBT
1594
Grove Bank & Trust
Florida
$327K
ICM
1595
IMS Capital Management
Oregon
$326K -$20.5K -316 -6%
TSS
1596
Two Sigma Securities
New York
$326K -$7.12K -110 -2%
B
1597
Brightworth
Georgia
$324K -$295K -4,559 -50%
WP
1598
WealthPLAN Partners
Nebraska
$324K +$5.05K +78 +2%
IC
1599
Inscription Capital
Texas
$323K +$19.4K +300 +7%
SSG
1600
Summit Securities Group
New York
$323K +$298K +4,600 New

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.