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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
HI
1751
Hudock Inc
Pennsylvania
$246K +$11K +170 +5%
CWA
1752
Clarity Wealth Advisors
California
$245K
LIC
1753
Laurus Investment Counsel
Canada
$245K
RF
1754
RHS Financial
California
$245K
SAM
1755
Summit Asset Management
Tennessee
$244K -$40.5K -625 -15%
Members Trust
1756
Members Trust
Florida
$244K -$20.5K -316 -8%
WWM
1757
Western Wealth Management
Colorado
$244K +$225K +3,482 New
LWAC
1758
Laurel Wealth Advisors (California)
California
$242K +$223K +3,448 New
Credit Agricole
1759
Credit Agricole
France
$240K -$59.4K -917 -21%
VWM
1760
Vigilare Wealth Management
Arizona
$240K
MWPCG
1761
Measured Wealth Private Client Group
New Hampshire
$240K +$221K +3,419 New
WCM
1762
Windsor Capital Management
Arizona
$238K +$259 +4 +0.1%
LWM
1763
Laidlaw Wealth Management
New York
$237K -$24.1K -373 -10%
PAMG
1764
Patton Albertson Miller Group
Tennessee
$237K -$7.83K -121 -3%
DWM
1765
Destination Wealth Management
California
$236K -$842 -13 -0.4%
SL
1766
SWMG LLC
Texas
$236K
CHA
1767
Carmichael Hill & Associates
Maryland
$235K -$52.1K -805 -19%
BWA
1768
Burt Wealth Advisors
Maryland
$235K
KWMG
1769
King Wealth Management Group
Florida
$234K +$518 +8 +0.2%
LB
1770
Leo Brokerage
Texas
$234K +$215K +3,328 New
KFS
1771
Kelly Financial Services
Massachusetts
$234K +$129 +2 +0.1%
WCF
1772
West Coast Financial
California
$233K +$215K +3,324 New
MJP
1773
Michael J. Puzo
$232K -$74.5K -1,150 -26%
MM
1774
Meridian Management
Arkansas
$232K -$71.2K -1,100 -25%
WIC
1775
Wilkins Investment Counsel
Massachusetts
$232K -$19.4K -300 -8%

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.