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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
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$56.7M +$767K +12,891 +1%
UCFA
177
United Capital Financial Advisors
Texas
$56.1M -$341K -5,726 -0.7%
VPI
178
Value Partners Investments
Manitoba, Canada
$54.6M -$1.96M -32,947 -4%
ACI
179
AMP Capital Investors
Australia
$54.4M -$77.7K -1,306 -0.2%
PI
180
Putnam Investments
Massachusetts
$53.8M +$9.58M +160,877 +24%
JMPWA
181
JP Morgan Private Wealth Advisors
California
$52.9M -$771K -12,953 -2%
Treasurer of the State of North Carolina
182
Treasurer of the State of North Carolina
North Carolina
$52.8M -$650K -10,920 -1%
MIS
183
Morningstar Investment Services
Illinois
$52.8M -$2.12M -35,672 -4%
Rockefeller Capital Management
184
Rockefeller Capital Management
New York
$51.8M -$726K -12,204 -2%
GIA
185
Gateway Investment Advisers
Ohio
$51.6M -$5.23M -87,870 -10%
Susquehanna International Group
186
Susquehanna International Group
Pennsylvania
$51.5M -$25.8M -433,945 -35%
AGA
187
Altrinsic Global Advisors
Connecticut
$50.5M -$229K -3,852 -0.5%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$48.9M -$2.33M -39,164 -5%
CIBC Private Wealth Group
189
CIBC Private Wealth Group
Georgia
$47.7M -$96.1M -1,613,800 -69%
WIM
190
Weitz Investment Management
Nebraska
$47.5M -$2.08M -35,000 -5%
Fifth Third Bancorp
191
Fifth Third Bancorp
Ohio
$46.8M -$1.52M -25,517 -3%
Lord, Abbett & Co
192
Lord, Abbett & Co
New Jersey
$46.6M -$1.53M -25,735 -3%
CS
193
Cannell & Spears
New York
$46.2M -$846K -14,204 -2%
SC
194
Saturna Capital
Washington
$45.6M +$45.2K +760 +0.1%
Royal London Asset Management
195
Royal London Asset Management
United Kingdom
$45.3M -$2.6M -43,605 -6%
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
$44.8M -$73.7M -1,238,704 -64%
TAF
197
Tredje AP-fonden
Sweden
$44M +$5.95M +100,000 +17%
DMIC
198
Dixon Mitchell Investment Counsel
British Columbia, Canada
$42.6M -$244K -4,103 -0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$42.6M +$13.4M +225,326 +52%
IG
200
ING Group
Netherlands
$42.6M +$36.5M +613,030 +1,369%

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.