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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
MSFS
1751
Main Street Financial Solutions
Pennsylvania
$214K +$197K +3,302 New
NFC
1752
Northeast Financial Consultants
Connecticut
$212K +$195K +3,284 New
VFG
1753
V2 Financial group
Illinois
$212K +$195K +3,275 New
MA
1754
MCF Advisors
Kentucky
$211K
RW
1755
REDW Wealth
New Mexico
$211K +$194K +3,255 New
WSC
1756
Wellington Shields & Co
New York
$211K +$194K +3,257 New
AW
1757
ACG Wealth
Georgia
$210K -$29.7K -499 -13%
PCA
1758
Peddock Capital Advisors
Massachusetts
$210K +$193K +3,247 New
MHIC
1759
Marble Harbor Investment Counsel
Massachusetts
$210K +$193K +3,250 New
AWA
1760
Aaron Wealth Advisors
Illinois
$210K +$194K +3,257 New
OPA
1761
Old Port Advisors
Maine
$210K +$196K +3,292 New
WQ
1762
Wealth Quarterback
New Jersey
$209K -$54.6K -917 -22%
UWM
1763
Urban Wealth Management
California
$209K +$192K +3,225 New
DOA
1764
D'Orazio & Associates
Virginia
$208K
HFA
1765
HC Financial Advisors
California
$208K +$36.8K +619 +24%
AWA
1766
Arkadios Wealth Advisors
Georgia
$208K +$129K +2,168 +206%
SAM
1767
Secure Asset Management
Michigan
$207K -$9.88K -166 -5%
JBA
1768
Johnson Bixby & Associates
Washington
$207K +$190K +3,198 New
NCM
1769
Novare Capital Management
North Carolina
$207K +$191K +3,205 New
SL
1770
SWMG LLC
Texas
$207K +$200K +3,364 New
BWM
1771
Buckley Wealth Management
Nevada
$205K +$189K +3,173 New
SWM
1772
Soundmark Wealth Management
Washington
$204K +$187K +3,148 New
AG
1773
AIA Group
Hong Kong
$204K +$196K +3,286 New
SAA
1774
Southeast Asset Advisors
Georgia
$203K +$187K +3,143 New
ME
1775
McIlrath & Eck
Washington
$202K +$31.8K +534 +21%

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.