We are live on ! Find out more
ORCL icon

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
NFG
1776
NewFocus Financial Group
Washington
$202K +$185K +3,115 New
FBT
1777
First Bank & Trust
South Dakota
$201K -$15.7K -264 -8%
DBG
1778
De Burlo Group
Massachusetts
$201K
BFA
1779
Brendel Financial Advisors
New Hampshire
$201K +$185K +3,110 New
DE
1780
Day & Ennis
Georgia
$201K +$185K +3,110 New
BA
1781
Bluesphere Advisors
Pennsylvania
$201K +$185K +3,115 New
AIC
1782
Archer Investment Corporation
Indiana
$201K
BDWM
1783
Brewin Dolphin Wealth Management
Ireland
$199K
LJHT
1784
Laurie J. Hall Trustee
$197K
TWA
1785
TCI Wealth Advisors
Arizona
$191K -$138K -2,316 -44%
BWM
1786
Baystate Wealth Management
Massachusetts
$184K +$179 +3 +0.1%
BPGAM
1787
BTG Pactual Global Asset Management
Bermuda
$182K +$168K +2,820 New
KOCAA
1788
Knights of Columbus Asset Advisors
Connecticut
$180K -$2.74M -46,057 -94%
SCM
1789
Silvant Capital Management
Georgia
$180K
FRA
1790
Front Row Advisors
California
$179K
IWP
1791
IAG Wealth Partners
Wisconsin
$179K
NEAM
1792
New England Asset Management
Connecticut
$179K
MLFP
1793
MPS Loria Financial Planners
Illinois
$178K +$14.6K +245 +10%
BCP
1794
Blue Chip Partners
Michigan
$173K +$655 +11 +0.4%
FMB
1795
Field & Main Bank
Kentucky
$171K
CCA
1796
Childress Capital Advisors
Texas
$167K +$158K +2,653 New
HWA
1797
HHM Wealth Advisors
Tennessee
$165K +$38.1K +640 +33%
WPA
1798
West Paces Advisors
Georgia
$163K
MCC
1799
Money Concepts Capital
Florida
$163K +$150K +2,526 New
SIAG
1800
Safeguard Investment Advisory Group
California
$162K +$149K +2,507 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.