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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
SA
1951
SRH Advisors
Kansas
$16K
CWA
1952
Clearview Wealth Advisors
Oregon
$16K +$14.6K +246 New
IAS
1953
IMA Advisory Services
Colorado
$15K
SIS
1954
Sound Income Strategies
Florida
$15K
BCA
1955
Bray Capital Advisors
Florida
$14K
APWA
1956
Atlas Private Wealth Advisors
New Jersey
$13K
HWM
1957
Holloway Wealth Management
Florida
$13K
SWM
1958
Selective Wealth Management
Virginia
$13K
FFG
1959
Fortem Financial Group
California
$13K +$11.9K +200 New
BSSFA
1960
Baron Silver Stevens Financial Advisors
Florida
$13K +$12K +201 New
GSAM
1961
Grant Street Asset Management
Pennsylvania
$13K +$12K +201 New
LGA
1962
Lebenthal Global Advisors
New York
$12K +$11.9K +200 New
HWM
1963
HighMark Wealth Management
Minnesota
$11K +$60 +1 +0.6%
ONST
1964
Old North State Trust
North Carolina
$10K
FWM
1965
Filbrandt Wealth Management
Wisconsin
$10K +$8.93K +150 New
MAM
1966
McCarthy Asset Management
California
$10K +$9.17K +154 New
MFA
1967
McClarren Financial Advisors
Pennsylvania
$10K +$9.82K +165 New
EI
1968
Ellevest Inc
New York
$9K -$16.1K -271 -67%
AFS
1969
Annapolis Financial Services
Maryland
$9K +$8.33K +140 New
PA
1970
Perennial Advisors
New York
$9K +$8.33K +140 New
CAM
1971
ClariVest Asset Management
California
$8K -$1.67K -28 -18%
GC
1972
Globeflex Capital
California
$8K
DWMG
1973
DB Wealth Management Group
California
$8K +$7.44K +125 New
BA
1974
Bellwether Advisors
Nebraska
$8K +$8.04K +135 New
NC
1975
NewSquare Capital
Pennsylvania
$7K +$5.54K +93 +581%

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.