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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
HFA
1651
High Falls Advisors
New York
$264K +$243K +4,076 New
NHC
1652
Nicholas Hoffman & Company
Georgia
$263K -$53.2K -893 -18%
JGUA
1653
John G. Ullman & Associates
New York
$263K
P
1654
&Partners
Tennessee
$263K
HFG
1655
Heron Financial Group
New York
$262K -$27.7K -465 -10%
SCA
1656
Stonebridge Capital Advisors
Minnesota
$262K -$1.31K -22 -0.5%
RHP
1657
Royal Harbor Partners
Texas
$262K
PCS
1658
Personal CFO Solutions
New Jersey
$261K -$114K -1,907 -32%
ATC
1659
Adirondack Trust Company
New York
$260K +$15.2K +255 +6%
FCFC
1660
First Citizens Financial Corp
Iowa
$259K -$153K -2,575 -39%
BII
1661
Bainco International Investors
Massachusetts
$259K -$25.6K -430 -10%
GRQ
1662
Gardner Russo & Quinn
Pennsylvania
$259K
HWMG
1663
Hurlow Wealth Management Group
Indiana
$259K
SCG
1664
Sonata Capital Group
Washington
$259K
RWM
1665
RKL Wealth Management
Pennsylvania
$257K -$22.7K -382 -9%
SFG
1666
Summit Financial Group
West Virginia
$257K
PCM
1667
Penserra Capital Management
California
$256K -$947K -15,910 -80%
WP
1668
WealthPLAN Partners
Nebraska
$256K -$2.92K -49 -1%
BA
1669
Ballast Advisors
Minnesota
$256K
FFG
1670
Frisch Financial Group
New York
$256K +$952 +16 +0.4%
CWM
1671
Calamos Wealth Management
Illinois
$256K +$29.6K +497 +14%
SAF
1672
Smith Anglin Financial
Texas
$256K +$235K +3,953 New
GFPC
1673
Global Financial Private Client
Florida
$255K -$7.2K -121 -3%
OA
1674
Oxbow Advisors
Texas
$255K -$59.5K -1,000 -20%
WAM
1675
Wakefield Asset Management
Colorado
$255K +$1.01K +17 +0.4%

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.