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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
EGA
1701
Eagle Global Advisors
Texas
$239K
MCM
1702
Marathon Capital Management
Maryland
$239K
NJBEST
1703
New Jersey Better Educational Savings Trust
New Jersey
$239K
RBC
1704
Roble Belko & Company
Pennsylvania
$239K
ACA
1705
Aptus Capital Advisors
Alabama
$239K +$10.8K +181 +5%
CAG
1706
Csenge Advisory Group
Florida
$235K -$101K -1,701 -32%
BMM
1707
Buffington Mohr McNeal
Idaho
$235K -$11.9K -200 -5%
CPIA
1708
Cornell Pochily Investment Advisors
New York
$235K
TW
1709
TrinityPoint Wealth
Connecticut
$233K -$12.3K -207 -5%
DDPIC
1710
Deroy & Devereaux Private Investment Counsel
Michigan
$233K
WIC
1711
Wilkins Investment Counsel
Massachusetts
$233K
GC
1712
Garde Capital
Washington
$233K +$215K +3,607 New
AWA
1713
ARS Wealth Advisors
Florida
$232K -$15.1K -254 -7%
BWM
1714
BerganKDV Wealth Management
Minnesota
$231K -$12.6K -212 -6%
ZB
1715
Zions Bancorporation
Utah
$231K +$12.9K +217 +6%
NFG
1716
Next Financial Group
Texas
$231K +$46.3K +777 +28%
LBD
1717
Landsberg Bennett & Dubbaneh
Florida
$231K +$212K +3,568 New
PP
1718
Patron Partners
Texas
$230K +$212K +3,554 New
CCM
1719
Cinctive Capital Management
New York
$230K +$212K +3,556 New
AWA
1720
Arete Wealth Advisors
Illinois
$229K -$127K -2,129 -37%
CWM
1721
Campbell Wealth Management
Virginia
$229K
NEWAS
1722
N.E.W. Advisory Services
Wisconsin
$229K +$211K +3,540 New
GEA
1723
Glen Eagle Advisors
New Jersey
$228K
ECM
1724
Estabrook Capital Management
New York
$227K
DIA
1725
Dana Investment Advisors
Wisconsin
$227K -$29K -487 -12%

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.