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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
ESB
1676
Essex Savings Bank
Connecticut
$282K
LNWTC
1677
Laird Norton Wetherby Trust Company
Washington
$282K
GRQ
1678
Gardner Russo & Quinn
Pennsylvania
$281K
HWMG
1679
Hurlow Wealth Management Group
Indiana
$281K
SCG
1680
Sonata Capital Group
Washington
$281K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1681
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$279K -$42.4M -654,777 -99%
JCM
1682
Jag Capital Management
Missouri
$279K +$257K +3,970 New
SAF
1683
Smith Anglin Financial
Texas
$278K +$971 +15 +0.4%
DIA
1684
Dana Investment Advisors
Wisconsin
$278K +$29K +448 +13%
EBSAM
1685
Eubel Brady & Suttman Asset Management
Ohio
$278K +$257K +3,964 New
AIA
1686
Affinity Investment Advisors
California
$277K -$27.3K -422 -10%
BA
1687
Ballast Advisors
Minnesota
$277K -$1.29K -20 -0.5%
SAM
1688
Synergy Asset Management
Washington
$277K
AFM
1689
Andesa Financial Management
Pennsylvania
$277K +$11.8K +183 +5%
KFP
1690
KB Financial Partners
New Jersey
$277K +$255K +3,941 New
NERM
1691
New England Research & Management
Illinois
$277K +$256K +3,950 New
HNW
1692
High Note Wealth
Minnesota
$276K
PB
1693
Pinnacle Bancorp
Nebraska
$276K +$4.92K +76 +2%
DWM
1694
Defined Wealth Management
Oregon
$275K
GWAG
1695
Garrett Wealth Advisory Group
Texas
$275K +$129 +2 +0.1%
SCA
1696
Stonebridge Capital Advisors
Minnesota
$273K -$9.71K -150 -4%
DDC
1697
DF Dent & Co
Maryland
$273K +$252K +3,889 New
FFG
1698
Frisch Financial Group
New York
$272K -$5.63K -87 -2%
OA
1699
Oxbow Advisors
Texas
$272K -$3.88K -60 -2%
HIC
1700
Hartline Investment Corp
Illinois
$272K

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.