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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
MSFS
1776
Main Street Financial Solutions
Pennsylvania
$232K +$259 +4 +0.1%
SCM
1777
Southport Capital Management
Tennessee
$232K +$214K +3,309 New
RWM
1778
RKL Wealth Management
Pennsylvania
$231K -$43.8K -676 -17%
BL
1779
Balentine LLC
Georgia
$231K +$213K +3,295 New
NFC
1780
Northeast Financial Consultants
Connecticut
$230K
MS
1781
Madden Securities
Texas
$230K +$212K +3,280 New
WSC
1782
Wellington Shields & Co
New York
$229K
ME
1783
McIlrath & Eck
Washington
$229K +$9.06K +140 +4%
MHIC
1784
Marble Harbor Investment Counsel
Massachusetts
$228K
PCA
1785
Peddock Capital Advisors
Massachusetts
$228K
RW
1786
REDW Wealth
New Mexico
$228K
FBT
1787
First Bank & Trust
South Dakota
$228K +$9.39K +145 +5%
HFA
1788
HC Financial Advisors
California
$226K
IIM
1789
InTrack Investment Management
Vermont
$225K -$12.9K -200 -6%
KF
1790
Krilogy Financial
Missouri
$225K -$7.38K -114 -3%
NCM
1791
Novare Capital Management
North Carolina
$225K
SBL
1792
Sargent Bickham Lagudis
Colorado
$225K +$61.2K +945 +42%
OPA
1793
Old Port Advisors
Maine
$224K -$6.47K -100 -3%
JBA
1794
Johnson Bixby & Associates
Washington
$224K
SAM
1795
Secure Asset Management
Michigan
$224K +$129 +2 +0.1%
BFS
1796
Bickling Financial Services
Massachusetts
$223K +$206K +3,184 New
TWA
1797
TCI Wealth Advisors
Arizona
$222K +$13.6K +210 +7%
LF
1798
Lantz Financial
Illinois
$222K +$205K +3,164 New
COI
1799
Connable Office Inc
Michigan
$221K -$50.2K -775 -20%
SWM
1800
Soundmark Wealth Management
Washington
$221K

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.