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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
TI
1951
Truehand Inc
New Hampshire
$56K
TLCM
1952
Twin Lakes Capital Management
California
$56K +$51.8K +800 New
CWAF
1953
Core Wealth Advisors (Florida)
Florida
$55K +$2.33K +36 +5%
DAC
1954
Dividend Assets Capital
South Carolina
$55K +$14.9K +230 +42%
RTC
1955
Riverview Trust Company
Washington
$54K
SFP
1956
Sterling Financial Planning
New Jersey
$52K
MWM
1957
Mascoma Wealth Management
New Hampshire
$52K +$47.7K +736 New
GCM
1958
Gables Capital Management
Florida
$50K
APWM
1959
Atlas Private Wealth Management
New York
$49K
TFS
1960
TrustCore Financial Services
Tennessee
$46K -$18.4K -284 -30%
SFPG
1961
Stonebridge Financial Planning Group
Florida
$46K
SIS
1962
Sound Income Strategies
Florida
$44.3K +$25.9K +400 +172%
OIS
1963
Okabena Investment Services
Minnesota
$43K
KLWA
1964
Kelly Lawrence W & Associates
California
$42K -$350K -5,400 -90%
TCWA
1965
Ten Capital Wealth Advisors
Washington
$42K -$1.55K -24 -4%
ARMC
1966
American Research & Management Company
Massachusetts
$42K
MWC
1967
MBM Wealth Consultants
Missouri
$42K
IRC
1968
Investors Research Corp
Georgia
$40K
AIG
1969
American International Group
New York
$39.2K -$2.19M -33,792 -6%
SL
1970
Savior LLC
Massachusetts
$39K +$5.05K +78 +16%
FWM
1971
Filbrandt Wealth Management
Wisconsin
$37K +$24.1K +372 +248%
BFG
1972
Baron Financial Group
New Jersey
$35.1K +$65 +1 +0.2%
ST
1973
Sageworth Trust
Pennsylvania
$34K -$45K -695 -59%
MCM
1974
MV Capital Management
Maryland
$34K +$2.52K +39 +9%
DWP
1975
Destiny Wealth Partners
Florida
$33K

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.