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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
GF
1826
Gabelli Funds
New York
$207K +$191K +2,950 New
BHB
1827
Bank Hapoalim BM
Israel
$207K +$191K +2,951 New
TCWM
1828
Total Clarity Wealth Management
Illinois
$206K +$190K +2,934 New
ICG
1829
InterOcean Capital Group
Tennessee
$206K +$190K +2,937 New
BI
1830
Berkeley Inc
Idaho
$205K +$189K +2,923 New
CWM
1831
Cornerstone Wealth Management
Missouri
$205K +$189K +2,926 New
WDG
1832
Wealth Dimensions Group
Ohio
$204K +$188K +2,902 New
CMO
1833
Covenant Multifamily Offices
Texas
$204K +$188K +2,911 New
SFP
1834
Shepherd Financial Partners
Massachusetts
$203K +$187K +2,891 New
ACG
1835
Allen Capital Group
Nebraska
$203K +$187K +2,894 New
KP
1836
Keel Point
Alabama
$202K +$186K +2,873 New
HCMG
1837
Howard Capital Management Group
California
$202K +$186K +2,879 New
GFP
1838
Gryphon Financial Partners
Ohio
$202K +$187K +2,882 New
KA
1839
Klingman & Associates
New York
$202K +$187K +2,883 New
MGAM
1840
McGowan Group Asset Management
Texas
$202K +$187K +2,885 New
KOCAA
1841
Knights of Columbus Asset Advisors
Connecticut
$196K
MLFP
1842
MPS Loria Financial Planners
Illinois
$196K +$388 +6 +0.2%
LJHT
1843
Laurie J. Hall Trustee
$195K -$16.2K -250 -8%
SCM
1844
Silvant Capital Management
Georgia
$195K
FRA
1845
Front Row Advisors
California
$194K -$129 -2 -0.1%
IWP
1846
IAG Wealth Partners
Wisconsin
$194K
NEAM
1847
New England Asset Management
Connecticut
$194K
BAM
1848
Bellevue Asset Management
Washington
$184K
MCC
1849
Money Concepts Capital
Florida
$181K +$3.5K +54 +2%
HWA
1850
HHM Wealth Advisors
Tennessee
$179K

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.