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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
RF
1726
RHS Financial
California
$226K -$49.5K -832 -19%
CWA
1727
Clarity Wealth Advisors
California
$226K -$298 -5 -0.1%
BHA
1728
Beech Hill Advisors
New York
$226K
LIC
1729
Laurus Investment Counsel
Canada
$226K
MCM
1730
Monarch Capital Management
Indiana
$226K
NIA
1731
Northstar Investment Advisors
Colorado
$226K
PPP
1732
Private Portfolio Partners
New Jersey
$226K
AP
1733
Appleton Partners
Massachusetts
$225K -$51.6K -866 -20%
MCA
1734
Magnolia Capital Advisors
Mississippi
$225K +$774 +13 +0.4%
WA
1735
Waverly Advisors
Alabama
$224K +$213K +3,578 New
HC
1736
Hamilton Capital
Ohio
$223K -$1.01K -17 -0.5%
WAG
1737
Winthrop Advisory Group
Massachusetts
$221K -$7.26K -122 -3%
VWM
1738
Vigilare Wealth Management
Arizona
$221K
NPF
1739
Norris Perne & French
Michigan
$220K -$23.8K -400 -11%
PFGIA
1740
Patriot Financial Group Insurance Agency
Massachusetts
$220K +$110K +1,847 +119%
IIM
1741
InTrack Investment Management
Vermont
$220K +$202K +3,400 New
DWM
1742
Destination Wealth Management
California
$219K +$201K +3,381 New
WCM
1743
Windsor Capital Management
Arizona
$219K +$202K +3,396 New
PAMG
1744
Patton Albertson Miller Group
Tennessee
$218K -$1.73K -29 -0.8%
BWA
1745
Burt Wealth Advisors
Maryland
$217K -$11.9K -200 -6%
KFS
1746
Kelly Financial Services
Massachusetts
$215K +$119 +2 +0.1%
KWMG
1747
King Wealth Management Group
Florida
$215K -$25.4K -427 -11%
HI
1748
Hudock Inc
Pennsylvania
$215K +$357 +6 +0.2%
CPWM
1749
Cypress Point Wealth Management
Texas
$215K +$198K +3,325 New
KF
1750
Krilogy Financial
Missouri
$215K +$198K +3,325 New

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.