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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
SXL
1626
Summit X LLC
Missouri
$306K +$842 +13 +0.3%
CWG
1627
Cornerstone Wealth Group
North Carolina
$305K +$17K +262 +7%
W
1628
WealthStone
Ohio
$305K +$30.2K +467 +12%
BEC
1629
Blue Edge Capital
Virginia
$304K
RWA
1630
RGT Wealth Advisors
Texas
$303K +$6.47K +100 +2%
CCA
1631
Childress Capital Advisors
Texas
$303K +$109K +1,679 +63%
NCM
1632
Noesis Capital Mangement
Florida
$302K -$6.47K -100 -2%
EGA
1633
E&G Advisors
Texas
$302K +$12.9K +200 +5%
HR
1634
Howe & Rusling
New York
$301K
PCS
1635
Personal CFO Solutions
New Jersey
$301K +$16.2K +250 +6%
CAC
1636
Certified Advisory Corp
Florida
$300K +$277K +4,274 New
ZCM
1637
Ziegler Capital Management
Illinois
$299K -$10.5M -162,240 -97%
LAM
1638
LifePro Asset Management
California
$299K -$10.8K -167 -4%
EF
1639
Empirical Finance
Pennsylvania
$299K
HFG
1640
Heron Financial Group
New York
$299K
SG
1641
StoneX Group
New York
$299K +$27.7K +428 +11%
MCA
1642
Magnolia Capital Advisors
Mississippi
$299K +$50.7K +783 +23%
DPI
1643
Diversified Portfolios Inc
Michigan
$298K
Flossbach Von Storch
1644
Flossbach Von Storch
Germany
$298K
RIS
1645
Retirement Income Solutions
Michigan
$297K -$10K -155 -4%
WFMPM
1646
Woodley Farra Manion Portfolio Management
Indiana
$296K -$61.4K -949 -18%
ZB
1647
Zions Bancorporation
Utah
$296K +$41.2K +637 +18%
BCM
1648
BTC Capital Management
Iowa
$295K -$2.01K -31 -0.7%
CIAS
1649
Capital Investment Advisory Services
North Carolina
$294K -$69.9K -1,079 -20%
CCC
1650
Crescent Capital Consulting
Louisiana
$294K

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.