We are live on ! Find out more
ORCL icon

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
MHR
1876
Matthew Hamilton Rosenberg
$137K -$2.4K -37 -2%
TC
1877
Truvestments Capital
Florida
$137K +$18.7K +289 +17%
FCA
1878
FinTrust Capital Advisors
South Carolina
$135K -$34.8K -537 -22%
SOW
1879
State of Wyoming
Wyoming
$132K +$122K +1,884 New
MWP
1880
Meridian Wealth Partners
Pennsylvania
$127K +$3.04K +47 +3%
Assenagon Asset Management
1881
Assenagon Asset Management
Luxembourg
$127K +$60.7K +937 +108%
SSWG
1882
Seven Springs Wealth Group
Tennessee
$126K
NL
1883
NKCFO LLC
Illinois
$126K +$117K +1,800 New
PCIA
1884
Prime Capital Investment Advisors
Kansas
$125K -$8.61K -133 -7%
COCM
1885
Charter Oak Capital Management
New Hampshire
$125K +$194 +3 +0.2%
JGIA
1886
Jackson Grant Investment Advisers
Connecticut
$121K +$22.7K +351 +26%
SWG
1887
Summit Wealth Group
Vermont
$121K +$112K +1,728 New
GI
1888
Gradient Investments
Minnesota
$119K -$583 -9 -0.5%
DA
1889
Denali Advisors
California
$119K
VNA
1890
Valley National Advisers
Pennsylvania
$115K -$5.31K -82 -5%
HCP
1891
Hexagon Capital Partners
Arkansas
$115K +$19.4K +300 +22%
PSB
1892
Piscataqua Savings Bank
New Hampshire
$115K +$106K +1,643 New
PFA
1893
Professional Financial Advisors
Nebraska
$114K +$388 +6 +0.4%
PCFFS
1894
Pacific Center for Financial Services
California
$113K
SFSIG
1895
San Francisco Sentry Investment Group
California
$113K
1IA
1896
1834 Investment Advisors
Wisconsin
$112K
JPLA
1897
Joseph P. Lucia & Associates
New York
$112K
BAMG
1898
Brand Asset Management Group
Missouri
$109K +$22.7K +350 +29%
MRCM
1899
M&R Capital Management
New Jersey
$108K -$18K -278 -15%
WIM
1900
Westside Investment Management
California
$107K +$25.6K +396 +2%

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.