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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
SAM
1676
Synergy Asset Management
Washington
$255K +$235K +3,943 New
DWM
1677
Defined Wealth Management
Oregon
$254K +$234K +3,923 New
COI
1678
Connable Office Inc
Michigan
$254K +$234K +3,927 New
HNW
1679
High Note Wealth
Minnesota
$254K +$234K +3,936 New
SAM
1680
Shone Asset Management
California
$253K
GWAG
1681
Garrett Wealth Advisory Group
Texas
$253K +$119 +2 +0.1%
TI
1682
Trexquant Investment
Connecticut
$253K +$232K +3,904 New
CCA
1683
Column Capital Advisors
Indiana
$252K -$12.9K -216 -5%
W
1684
WealthStone
Ohio
$252K +$232K +3,892 New
FP
1685
Financial Perspectives
Minnesota
$251K
HIC
1686
Hartline Investment Corp
Illinois
$251K
BCA
1687
Berman Capital Advisors
Georgia
$250K +$7.92K +133 +4%
PB
1688
Pinnacle Bancorp
Nebraska
$249K -$8.21K -138 -3%
SG
1689
StoneX Group
New York
$248K +$6.61K +111 +3%
SWA
1690
Sax Wealth Advisors
New Jersey
$248K +$228K +3,830 New
SW
1691
SlateStone Wealth
Florida
$246K -$49K -823 -18%
Members Trust
1692
Members Trust
Florida
$246K +$226K +3,798 New
EA
1693
Eclectic Associates
California
$246K +$226K +3,800 New
TAM
1694
Townsend Asset Management
North Carolina
$245K -$97.2K -1,632 -30%
CAM
1695
CenterStar Asset Management
Illinois
$245K
WDA
1696
Wendell David Associates
New Hampshire
$243K
MAM
1697
Madison Asset Management
Wisconsin
$242K -$308K -5,167 -58%
AFM
1698
Andesa Financial Management
Pennsylvania
$242K -$15.5K -261 -6%
LWM
1699
Laidlaw Wealth Management
New York
$242K +$223K +3,747 New
CWG
1700
Cornerstone Wealth Group
North Carolina
$240K +$5.48K +92 +3%

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.