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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
SFP
1901
Sterling Financial Planning
New Jersey
$48K +$44.1K +741 New
GCM
1902
Gables Capital Management
Florida
$46K
APWM
1903
Atlas Private Wealth Management
New York
$45K
AWM
1904
Atticus Wealth Management
Florida
$45K
Capstone Investment Advisors
1905
Capstone Investment Advisors
New York
$43K +$40K +672 New
GA
1906
GoalVest Advisory
New York
$41K +$37.6K +632 New
TCWA
1907
Ten Capital Wealth Advisors
Washington
$41K +$37.6K +632 New
MWC
1908
MBM Wealth Consultants
Missouri
$39K
OIS
1909
Okabena Investment Services
Minnesota
$39K
SFPG
1910
Stonebridge Financial Planning Group
Florida
$39K
AIG
1911
American International Group
New York
$38.4K -$1.16M -19,486 -3%
ARMC
1912
American Research & Management Company
Massachusetts
$38K
IRC
1913
Investors Research Corp
Georgia
$37K
DAC
1914
Dividend Assets Capital
South Carolina
$36K -$296K -4,975 -90%
SFO
1915
Standard Family Office
South Dakota
$34K +$31.3K +525 New
KCM
1916
Kathmere Capital Management
Pennsylvania
$33K +$60 +1 +0.2%
BFG
1917
Baron Financial Group
New Jersey
$32.3K +$60 +1 +0.2%
FNBOSM
1918
First National Bank of South Miami
Florida
$32K
APC
1919
Asset Planning Corporation
Tennessee
$32K +$29.9K +502 New
AWG
1920
Altus Wealth Group
Colorado
$32K +$30.1K +505 New
SL
1921
Savior LLC
Massachusetts
$31K -$23.8K -400 -45%
OIM
1922
Oder Investment Management
California
$31K +$28.8K +484 New
DWP
1923
Destiny Wealth Partners
Florida
$30K +$28K +471 New
CL
1924
COWA LLC
Oklahoma
$30K +$29.2K +490 New
MCM
1925
MV Capital Management
Maryland
$29K

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.