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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
CCG
1601
Chatham Capital Group
Georgia
$322K
MW
1602
MBL Wealth
North Carolina
$322K +$18K +278 +6%
BOPW
1603
Brandywine Oak Private Wealth
Pennsylvania
$320K -$19.2K -297 -6%
CL
1604
Choreo LLC
Illinois
$320K +$14.4K +223 +5%
SPC
1605
Stewart & Patten Company
California
$319K -$25.9K -400 -8%
CBT
1606
CoreFirst Bank & Trust
Kansas
$318K -$8.42K -130 -3%
HI
1607
HBK Investments
Texas
$316K -$11.2M -172,313 -97%
IF
1608
Ironwood Financial
Arizona
$315K -$10.4K -160 -3%
NL
1609
Navalign LLC
California
$315K +$291K +4,495 New
GP
1610
Girard Partners
Pennsylvania
$314K -$19.5K -301 -6%
MC
1611
Middleton & Co
Massachusetts
$314K -$6.47K -100 -2%
EWM
1612
Evermay Wealth Management
Virginia
$314K +$1.42K +22 +0.5%
AF
1613
Apexium Financial
Texas
$313K +$65 +1 +0%
AWA
1614
Arkadios Wealth Advisors
Georgia
$313K +$80.6K +1,245 +39%
SEP
1615
Southland Equity Partners
Missouri
$312K -$712 -11 -0.2%
MMM
1616
Mendel Money Management
Illinois
$312K
SHA
1617
Seneca House Advisors
Virginia
$312K +$65 +1 +0%
IIC
1618
Ironwood Investment Counsel
Arizona
$311K +$712 +11 +0.2%
ERWM
1619
Elk River Wealth Management
Colorado
$311K +$6.99K +108 +3%
CFSG
1620
Community Financial Services Group
Vermont
$308K -$303K -4,681 -52%
CAL
1621
Capital Advisors Ltd
Ohio
$308K
WA
1622
Wealth Architects
California
$308K +$2.14K +33 +0.8%
CG
1623
Corundum Group
Colorado
$308K +$2.98K +46 +1%
BWA
1624
Bordeaux Wealth Advisors
California
$307K -$460K -7,101 -62%
ZIM
1625
Zacks Investment Management
Illinois
$307K +$283K +4,374 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.