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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
NOI
1851
Newton One Investments
Delaware
$96K +$88K +1,479 New
TFO
1852
Tarbox Family Office
California
$95K -$2.02K -34 -2%
CFFP
1853
Center for Financial Planning
Michigan
$94K
FPB
1854
First PREMIER Bank
South Dakota
$92K
UFF
1855
USA Financial Formulas
Michigan
$91K +$81.7K +1,373 +3,349%
JGIA
1856
Jackson Grant Investment Advisers
Connecticut
$89K +$179 +3 +0.2%
SN
1857
Sittner & Nelson
Oregon
$89K +$82.3K +1,383 New
TC
1858
Tacita Capital
Ontario, Canada
$88K +$81.3K +1,365 New
HCP
1859
Hexagon Capital Partners
Arkansas
$87K -$29.8K -500 -27%
KC
1860
Kinloch Capital
Virginia
$87K +$79.8K +1,340 New
LTI
1861
Laffer Tengler Investments
Tennessee
$85.1K +$47.7K +802 +154%
SWP
1862
ShoreHaven Wealth Partners
New Jersey
$85K +$78.6K +1,321 New
POIA
1863
Pin Oak Investment Advisors
Texas
$83K -$21.4K -359 -22%
VCM
1864
Vigilant Capital Management
Maine
$83K +$3.51K +59 +5%
SSC
1865
Syverson Strege & Co
Iowa
$83K +$76.3K +1,281 New
EA
1866
Elm Advisors
California
$83K +$76.8K +1,290 New
TF
1867
TimeScale Financial
Massachusetts
$82K -$9.29K -156 -11%
LWCFA
1868
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82K +$47.9K +804 +172%
ACM
1869
AUA Capital Management
Pennsylvania
$81K
BAMG
1870
Brand Asset Management Group
Missouri
$78K
ST
1871
Sageworth Trust
Pennsylvania
$77K +$70.5K +1,185 New
HDIM
1872
Hanson & Doremus Investment Management
Vermont
$76K +$60 +1 +0.1%
VCG
1873
Vantage Consulting Group
Virginia
$75K +$68.7K +1,154 New
SQA
1874
Simon Quick Advisors
New Jersey
$71K -$19.5K -328 -23%
FCM
1875
Firestone Capital Management
Florida
$71K +$5.95K +100 +10%

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.