We are live on ! Find out more
ORCL icon

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
NFSG
1926
Newbridge Financial Services Group
Florida
$29K +$3.45K +58 +15%
LB
1927
Legacy Bridge
Iowa
$28K
EIP
1928
Ellis Investment Partners
Pennsylvania
$27K +$5.3K +89 +27%
ICM
1929
Islay Capital Management
Texas
$26K -$29.8K -500 -56%
GC
1930
Grace Capital
Massachusetts
$26K
JMF
1931
Johnson Midwest Financial
Iowa
$26K +$24.2K +407 New
CPA
1932
Cowen Prime Advisors
New York
$25K
ANBT
1933
American National Bank & Trust
Texas
$24K +$5.06K +85 +29%
TIM
1934
Tortoise Investment Management
New York
$23K
FEG
1935
Financial Enhancement Group
Indiana
$23K +$3.51K +59 +20%
MGIM
1936
M&G Investment Management
United Kingdom
$22.3K -$1.47M -24,635 -7%
GWMIA
1937
Global Wealth Management Investment Advisory
Florida
$22K -$6.73K -113 -25%
EWA
1938
Evolution Wealth Advisors
Florida
$22K
M1FG
1939
Mach-1 Financial Group
Arkansas
$22K +$20.5K +345 New
CFD
1940
Creative Financial Designs
Indiana
$20K -$268K -4,500 -94%
DI
1941
Disciplined Investments
Oklahoma
$20K
NCM
1942
New Capital Management
Texas
$20K
IA
1943
Inspire Advisors
Idaho
$20K +$18.8K +315 New
HS
1944
Horan Securities
United States
$19K -$5.18K -87 -22%
OAJ
1945
Ogorek Anthony Joseph
New York
$19K
AWM
1946
Accel Wealth Management
Iowa
$19K +$17.8K +299 New
LIA
1947
Luken Investment Analytics
Tennessee
$18K +$16.2K +272 New
CP
1948
Corbenic Partners
Pennsylvania
$17K
JWBC
1949
John W. Brooker & Co
California
$17K
SC
1950
Steph & Co
Wisconsin
$17K

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.