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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
D
1826
Diversified
Delaware
$122K +$122K +2,044 New
TWM
1827
Tradition Wealth Management
Minnesota
$121K +$111K +1,863 New
MRCM
1828
M&R Capital Management
New Jersey
$117K
SSWG
1829
Seven Springs Wealth Group
Tennessee
$116K
COCM
1830
Charter Oak Capital Management
New Hampshire
$115K +$106K +1,783 New
MWP
1831
Meridian Wealth Partners
Pennsylvania
$113K -$774 -13 -0.7%
VNA
1832
Valley National Advisers
Pennsylvania
$111K -$29.5K -496 -22%
DA
1833
Denali Advisors
California
$110K +$23.8K +400 +31%
PH
1834
Pinnacle Holdings
Oklahoma
$110K +$101K +1,695 New
TC
1835
Truvestments Capital
Florida
$107K +$63.3K +1,063 +177%
TAIM
1836
TD Ameritrade Investment Management
Nebraska
$106K -$35.8K -602 -27%
AWM
1837
AllSquare Wealth Management
New York
$106K
SFSIG
1838
San Francisco Sentry Investment Group
California
$104K -$2.14K -36 -2%
1IA
1839
1834 Investment Advisors
Wisconsin
$104K
PCFFS
1840
Pacific Center for Financial Services
California
$104K
PFA
1841
Professional Financial Advisors
Nebraska
$104K
FMP
1842
Financial Management Professionals
Texas
$103K +$1.31K +22 +1%
JPLA
1843
Joseph P. Lucia & Associates
New York
$103K +$95K +1,595 New
GI
1844
Gradient Investments
Minnesota
$102K
SWM
1845
Sugarloaf Wealth Management
Georgia
$102K
AA
1846
Addison Advisors
Vermont
$99K +$91.5K +1,537 New
WIM
1847
Westside Investment Management
California
$98.4K -$36.2K -608 -3%
TFGT
1848
TS Financial Group (TSFG)
Illinois
$98K -$595 -10 -0.7%
PR
1849
Payden & Rygel
California
$97K
MS
1850
Mizuho Securities
Japan
$97K +$1.67K +28 +2%

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.