We are live on ! Find out more
ORCL icon

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
SDH
1726
Sloy Dahl & Holst
Washington
$259K +$239K +3,690 New
DDPIC
1727
Deroy & Devereaux Private Investment Counsel
Michigan
$258K +$4.53K +70 +2%
PA
1728
PFG Advisors
Arizona
$258K +$238K +3,683 New
NFP
1729
Narus Financial Partners
Utah
$256K +$236K +3,650 New
BMM
1730
Buffington Mohr McNeal
Idaho
$255K
CPIA
1731
Cornell Pochily Investment Advisors
New York
$255K
LFASL
1732
Lugano Financial Advisors SA (LFA)
Switzerland
$255K +$235K +3,634 New
GI
1733
Glovista Investments
New Jersey
$255K +$235K +3,637 New
WI
1734
WrapManager Inc
California
$254K -$162K -2,500 -41%
NEWAS
1735
N.E.W. Advisory Services
Wisconsin
$254K
PPP
1736
Private Portfolio Partners
New Jersey
$254K +$8.09K +125 +4%
AWA
1737
ARS Wealth Advisors
Florida
$253K +$324 +5 +0.1%
RA
1738
RFG Advisory
Alabama
$253K +$233K +3,603 New
BWM
1739
BerganKDV Wealth Management
Minnesota
$251K
6F
1740
626 Financial
Michigan
$250K +$196K +3,021 New
CWM
1741
Campbell Wealth Management
Virginia
$249K
MA
1742
MCF Advisors
Kentucky
$249K +$18.6K +287 +9%
APA
1743
Allegiant Private Advisors
Florida
$249K +$230K +3,551 New
PFS
1744
Prospera Financial Services
Texas
$248K -$37.2K -575 -14%
VCM
1745
Vivaldi Capital Management
Illinois
$247K +$203K +3,129 New
WCA
1746
Westover Capital Advisors
Delaware
$247K +$228K +3,524 New
ECM
1747
Estabrook Capital Management
New York
$246K
EGA
1748
Eagle Global Advisors
Texas
$246K -$12.9K -200 -5%
BHA
1749
Beech Hill Advisors
New York
$246K
MCM
1750
Monarch Capital Management
Indiana
$246K

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.