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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
AWM
1851
AllSquare Wealth Management
New York
$178K +$58.3K +900 +55%
SC
1852
Sierra Capital
Florida
$177K +$163K +2,520 New
TH
1853
TCTC Holdings
Texas
$173K -$126K -1,945 -44%
PH
1854
Pinnacle Holdings
Oklahoma
$172K +$49.1K +758 +45%
FMB
1855
Field & Main Bank
Kentucky
$172K -$12.9K -200 -8%
LTI
1856
Laffer Tengler Investments
Tennessee
$171K +$71.9K +1,110 +84%
APC
1857
Aspire Private Capital
North Carolina
$169K +$453 +7 +0.3%
APW
1858
Acima Private Wealth
Virginia
$168K -$162K -2,500 -51%
GWSG
1859
GPS Wealth Strategies Group
Colorado
$162K +$150K +2,310 New
RWB
1860
RMR Wealth Builders
New Jersey
$158K +$139K +2,152 +2,289%
WPA
1861
West Paces Advisors
Georgia
$158K -$17.9K -277 -11%
JWA
1862
JFS Wealth Advisors
Pennsylvania
$153K -$16K -247 -10%
WWM
1863
Wolff Wiese Magana
California
$150K +$17.2K +266 +14%
TAM
1864
Tucker Asset Management
Colorado
$148K -$12.9K -200 -9%
VCM
1865
Versant Capital Management
Arizona
$148K -$583 -9 -0.4%
RWG
1866
Regal Wealth Group
California
$146K
LFG
1867
Larson Financial Group
Missouri
$145K +$132K +2,044 +7,570%
RP
1868
Rowlandmiller & Partners
Georgia
$143K
WLPWM
1869
Walled Lake Planning & Wealth Management
Illinois
$141K +$259 +4 +0.2%
CA
1870
Centerpoint Advisors
Massachusetts
$140K
CA
1871
Crewe Advisors
Utah
$140K
JSAM
1872
J. Safra Asset Management
New York
$140K
TWM
1873
Tradition Wealth Management
Minnesota
$139K +$7.32K +113 +6%
AA
1874
AlphaMark Advisors
Kentucky
$138K
FMP
1875
Financial Management Professionals
Texas
$138K +$24.3K +376 +24%

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.