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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
HWA
1651
Heartwood Wealth Advisors
Virginia
$294K
IA
1652
Insight Advisors
Pennsylvania
$294K +$250K +3,860 New
IFG
1653
Investors Financial Group
Minnesota
$293K +$129 +2 +0%
AAM
1654
Autus Asset Management
Arizona
$292K -$17.4K -268 -6%
AL
1655
ADE LLC
Maryland
$292K
PA
1656
Parkside Advisors
California
$292K
GJCM
1657
Grand Jean Capital Management
California
$291K -$120K -1,850 -31%
BB
1658
Bell Bank
North Dakota
$291K -$7.96K -123 -3%
SDWIA
1659
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$290K +$268K +4,134 New
PHAM
1660
Palisades Hudson Asset Management
Florida
$289K -$69.9K -1,080 -21%
S
1661
SimplyRich
California
$289K
DWM
1662
Doyle Wealth Management
Florida
$288K -$26.4K -408 -9%
VWA
1663
Visionary Wealth Advisors
Illinois
$288K -$17.4K -268 -6%
PP
1664
Patron Partners
Texas
$288K +$36.2K +559 +16%
WAG
1665
Winthrop Advisory Group
Massachusetts
$288K +$44.7K +690 +20%
WI
1666
Wedgewood Investors
Pennsylvania
$287K -$17.3K -267 -6%
FFC
1667
First Financial Corp
Indiana
$287K
WDA
1668
Wendell David Associates
New Hampshire
$287K +$21.6K +334 +9%
P
1669
&Partners
Tennessee
$286K
HFA
1670
High Falls Advisors
New York
$286K +$65 +1 +0%
NFG
1671
Next Financial Group
Texas
$286K +$32.8K +506 +14%
TFA
1672
Tranquilli Financial Advisor
New Jersey
$285K -$12.3K -190 -4%
JGUA
1673
John G. Ullman & Associates
New York
$285K
RHP
1674
Royal Harbor Partners
Texas
$284K
WA
1675
Waverly Advisors
Alabama
$283K +$712 +11 +0.3%

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.