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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
LAM
1601
LifePro Asset Management
California
$287K +$264K +4,432 New
TH
1602
TCTC Holdings
Texas
$286K
IIC
1603
Ironwood Investment Counsel
Arizona
$286K +$3.63K +61 +1%
MM
1604
Meridian Management
Arkansas
$285K
NCM
1605
Noesis Capital Mangement
Florida
$285K
CAL
1606
Capital Advisors Ltd
Ohio
$284K
IF
1607
Intrua Financial
Texas
$284K
RIS
1608
Retirement Income Solutions
Michigan
$284K
VWA
1609
Visionary Wealth Advisors
Illinois
$283K -$476 -8 -0.2%
AIA
1610
Affinity Investment Advisors
California
$283K
ESB
1611
Essex Savings Bank
Connecticut
$283K +$7.92K +133 +3%
LNWTC
1612
Laird Norton Wetherby Trust Company
Washington
$283K +$260K +4,371 New
SXL
1613
Summit X LLC
Missouri
$282K -$9.05K -152 -3%
WA
1614
Wealth Architects
California
$282K +$13K +219 +5%
Credit Agricole
1615
Credit Agricole
France
$281K -$232K -3,899 -47%
CL
1616
Choreo LLC
Illinois
$281K -$35.2K -592 -12%
WI
1617
Wedgewood Investors
Pennsylvania
$281K
CG
1618
Corundum Group
Colorado
$281K +$17.9K +301 +7%
BEC
1619
Blue Edge Capital
Virginia
$280K
TWM
1620
TriaGen Wealth Management
California
$280K +$257K +4,321 New
IC
1621
Inscription Capital
Texas
$279K -$11.9K -200 -4%
MW
1622
MBL Wealth
North Carolina
$279K +$257K +4,316 New
ERWM
1623
Elk River Wealth Management
Colorado
$279K +$257K +4,318 New
HR
1624
Howe & Rusling
New York
$277K
BB
1625
Bell Bank
North Dakota
$276K -$26.4K -444 -9%

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.