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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
SAA
1801
Southeast Asset Advisors
Georgia
$221K
PWM
1802
Prentice Wealth Management
New York
$221K +$204K +3,151 New
GFPC
1803
Global Financial Private Client
Florida
$219K -$57.9K -895 -23%
BA
1804
Bridgewater Associates
Connecticut
$219K -$3.15M -48,701 -94%
DOA
1805
D'Orazio & Associates
Virginia
$219K -$6.47K -100 -3%
BA
1806
Bluesphere Advisors
Pennsylvania
$219K
BFA
1807
Brendel Financial Advisors
New Hampshire
$218K
DE
1808
Day & Ennis
Georgia
$218K
DBG
1809
De Burlo Group
Massachusetts
$218K
AIC
1810
Archer Investment Corporation
Indiana
$218K
FBB
1811
Fulton Breakefield Broenniman
Maryland
$217K -$919K -14,194 -82%
BG
1812
Benedetti & Gucer
Georgia
$217K +$201K +3,100 New
BDWM
1813
Brewin Dolphin Wealth Management
Ireland
$216K
OWM
1814
Opes Wealth Management
California
$215K +$199K +3,067 New
HPC
1815
Hobart Private Capital
North Carolina
$214K +$198K +3,054 New
CCM
1816
Condor Capital Management
New Jersey
$214K +$198K +3,052 New
CAM
1817
Congress Asset Management
Massachusetts
$213K -$110K -1,697 -36%
CFO
1818
CVA Family Office
Colorado
$212K +$62.2K +960 +46%
VA
1819
Valmark Advisers
Ohio
$212K +$196K +3,027 New
AAM
1820
AR Asset Management
California
$211K +$194K +3,000 New
BIM
1821
Baldwin Investment Management
Pennsylvania
$211K +$194K +3,000 New
RIA
1822
Realta Investment Advisors
Delaware
$210K +$194K +2,995 New
B
1823
Bellecapital
Switzerland
$209K +$193K +2,985 New
MMHP
1824
Murphy Middleton Hinkle & Parker
Georgia
$208K +$192K +2,962 New
TPA
1825
Trivium Point Advisory
Connecticut
$207K +$191K +2,943 New

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.