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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
Aberdeen Group
151
Aberdeen Group
United Kingdom
$69.2M +$3.76M +58,148 +6%
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$68.7M +$6.72M +103,721 +12%
AIM
153
Artemis Investment Management
United Kingdom
$67.3M -$62.2M -960,218 -50%
CIPU
154
Caledonia Investments plc (UK)
United Kingdom
$66.8M
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$65.9M +$23.9M +369,602 +65%
PI
156
Putnam Investments
Massachusetts
$65.4M +$6.56M +101,276 +12%
Ensign Peak Advisors
157
Ensign Peak Advisors
Utah
$64.8M -$991K -15,314 -2%
CCM
158
Causeway Capital Management
California
$64.5M +$1.27M +19,666 +2%
Los Angeles Capital Management
159
Los Angeles Capital Management
California
$63.6M -$104M -1,608,153 -64%
WCM
160
Wedge Capital Management
North Carolina
$63.4M -$14.4M -221,654 -20%
M&T Bank
161
M&T Bank
New York
$63.4M -$963K -14,871 -2%
PP
162
Prudential plc
United Kingdom
$63M -$1.13M -17,417 -2%
DZ Bank
163
DZ Bank
Germany
$62.9M +$23.1M +356,844 +66%
MC
164
Metropolis Capital
United Kingdom
$62.7M -$10.1M -155,588 -15%
LBA
165
Letko, Brosseau & Associates
Quebec, Canada
$62.7M -$3.46M -53,424 -6%
Teacher Retirement System of Texas
166
Teacher Retirement System of Texas
Texas
$62.6M -$13.6M -210,464 -19%
GLA
167
Great Lakes Advisors
Illinois
$62.2M -$231K -3,565 -0.4%
HighTower Advisors
168
HighTower Advisors
Illinois
$61.5M -$107K -1,647 -0.2%
SAM
169
Silvercrest Asset Management
New York
$60.6M +$46.6M +719,984 +499%
VOYA Investment Management
170
VOYA Investment Management
Georgia
$60.6M -$1.82M -28,183 -3%
UCFA
171
United Capital Financial Advisors
Texas
$59.2M -$1.51M -23,260 -3%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$57.3M +$3.9M +60,180 +8%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$56.7M -$575K -8,880 -1%
BAIA
174
Bel Air Investment Advisors
California
$56.1M +$51.7M +798,904 New
GIA
175
Gateway Investment Advisers
Ohio
$55.3M -$632K -9,763 -1%

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.