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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
BAM
1801
Bellevue Asset Management
Washington
$160K
FCA
1802
FinTrust Capital Advisors
South Carolina
$159K -$1.49K -25 -1%
JWA
1803
JFS Wealth Advisors
Pennsylvania
$157K
APC
1804
Aspire Private Capital
North Carolina
$155K -$4.82K -81 -3%
TAM
1805
Tucker Asset Management
Colorado
$149K +$138K +2,310 New
SBL
1806
Sargent Bickham Lagudis
Colorado
$147K -$4.52K -76 -3%
GWM
1807
Greenhouse Wealth Management
Connecticut
$146K +$134K +2,256 New
UMC
1808
United Maritime Capital
New York
$144K +$132K +2,225 New
CWM
1809
Curi Wealth Management
North Carolina
$144K +$133K +2,238 New
BBHBI
1810
B, B, H, & B Inc
Alabama
$140K +$129K +2,168 New
SFG
1811
Sowa Financial Group
Rhode Island
$138K -$2.92K -49 -2%
VCM
1812
Versant Capital Management
Arizona
$137K -$1.79K -30 -1%
RWG
1813
Regal Wealth Group
California
$134K -$16.8K -282 -12%
CFO
1814
CVA Family Office
Colorado
$134K
FWM
1815
ForthRight Wealth Management
Georgia
$134K +$123K +2,070 New
RP
1816
Rowlandmiller & Partners
Georgia
$132K +$121K +2,033 New
WLPWM
1817
Walled Lake Planning & Wealth Management
Illinois
$130K +$238 +4 +0.2%
CA
1818
Crewe Advisors
Utah
$129K -$8.45K -142 -7%
CA
1819
Centerpoint Advisors
Massachusetts
$129K
JSAM
1820
J. Safra Asset Management
New York
$129K
MHR
1821
Matthew Hamilton Rosenberg
$128K
AA
1822
AlphaMark Advisors
Kentucky
$127K +$60 +1 +0.1%
PCIA
1823
Prime Capital Investment Advisors
Kansas
$124K -$12.6K -211 -10%
HI
1824
Human Investing
Oregon
$124K -$2.74K -46 -2%
WWM
1825
Wolff Wiese Magana
California
$122K +$112K +1,874 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.