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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
KPCM
1876
Kings Point Capital Management
New York
$69K
CWM
1877
Cranbrook Wealth Management
Michigan
$68K
TFM
1878
TFC Financial Management
Massachusetts
$68K
FFC
1879
Fure Financial Corporation
Minnesota
$66K
TFIPS
1880
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66K +$60.7K +1,020 New
EIM
1881
Essex Investment Management
Massachusetts
$65K
CYG
1882
Clean Yield Group
Vermont
$64K -$2.02K -34 -3%
CWC
1883
Carolinas Wealth Consulting
North Carolina
$63K -$10.7K -180 -16%
CFN
1884
Cordasco Financial Network
Florida
$62K
TFS
1885
TrustCore Financial Services
Tennessee
$61K +$13.3K +224 +31%
FFA
1886
Freedman Financial Associates
Massachusetts
$60K +$55.5K +932 New
AAP
1887
Arax Advisory Partners
Colorado
$59K -$26.1K -439 -33%
HCM
1888
Huber Capital Management
California
$58K
BIP
1889
Bouvel Investment Partners
Pennsylvania
$58K +$53.4K +897 New
Assenagon Asset Management
1890
Assenagon Asset Management
Luxembourg
$56K +$51.7K +868 New
JIR
1891
James Investment Research
Ohio
$55K
RA
1892
Reby Advisors
Connecticut
$55K +$50.3K +845 New
EARNEST Partners
1893
EARNEST Partners
Georgia
$54K
CH
1894
Canton Hathaway
Rhode Island
$52K
RIM
1895
Rockbridge Investment Management
New York
$52K
TI
1896
Truehand Inc
New Hampshire
$52K
VC
1897
Vestor Capital
Illinois
$52K +$48.2K +810 New
EWM
1898
Edge Wealth Management
New York
$51K -$14.9K -250 -24%
RTC
1899
Riverview Trust Company
Washington
$50K
CWAF
1900
Core Wealth Advisors (Florida)
Florida
$49K

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.