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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
DPI
1626
Diversified Portfolios Inc
Michigan
$275K
Flossbach Von Storch
1627
Flossbach Von Storch
Germany
$275K
TFA
1628
Tranquilli Financial Advisor
New Jersey
$275K +$253K +4,258 New
SMC
1629
Smith, Moore & Co
Missouri
$274K -$543K -9,120 -68%
CA
1630
Claro Advisors
Massachusetts
$274K -$24.2K -407 -9%
FSA
1631
Fort Sheridan Advisors
Illinois
$274K -$11.9K -200 -5%
BCM
1632
BTC Capital Management
Iowa
$274K +$1.84K +31 +0.7%
RWA
1633
RGT Wealth Advisors
Texas
$273K
PWMAG
1634
Pinnacle Wealth Management Advisory Group
New Jersey
$272K -$14K -235 -5%
CCA
1635
Catalyst Capital Advisors
New York
$272K
HWA
1636
Heartwood Wealth Advisors
Virginia
$271K
CCC
1637
Crescent Capital Consulting
Louisiana
$271K +$250K +4,200 New
FWCM
1638
Ferguson Wellman Capital Management
Oregon
$270K -$34.6K -581 -12%
IFG
1639
Investors Financial Group
Minnesota
$270K +$119 +2 +0%
HFA
1640
Hoover Financial Advisors
Pennsylvania
$269K
CFG
1641
Cooper Financial Group
California
$269K +$247K +4,156 New
PA
1642
Parkside Advisors
California
$269K +$247K +4,157 New
AL
1643
ADE LLC
Maryland
$269K +$248K +4,159 New
CHA
1644
Carmichael Hill & Associates
Maryland
$268K -$6.61K -111 -3%
S
1645
SimplyRich
California
$266K
EGA
1646
E&G Advisors
Texas
$266K +$5.95K +100 +2%
PFS
1647
Prospera Financial Services
Texas
$265K +$154K +2,590 +172%
SAM
1648
Summit Asset Management
Tennessee
$265K +$244K +4,104 New
FFC
1649
First Financial Corp
Indiana
$264K
FWM
1650
FSA Wealth Management
Massachusetts
$264K

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.