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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
FA
1976
Fortis Advisors
Pennsylvania
$7K +$6.25K +105 New
RWB
1977
RMR Wealth Builders
New Jersey
$6K -$273K -4,581 -98%
JWM
1978
Janiczek Wealth Management
Colorado
$6K +$2.08K +35 +56%
RDFA
1979
Ritter Daniher Financial Advisory
Ohio
$6K +$5.3K +89 New
CIA
1980
CSat Investment Advisory
Michigan
$5K -$2.41M -40,432 -100%
LIM
1981
Longfellow Investment Management
Massachusetts
$4K +$3.27K +55 New
NG
1982
NWK Group
California
$4K +$3.39K +57 New
BHWM
1983
Bay Harbor Wealth Management
Maryland
$4K +$3.57K +60 New
FI
1984
Fosun International
China
$3.13K +$761K +12,779 +36%
CWA
1985
Carolina Wealth Advisors
South Carolina
$3K -$3.51K -59 -60%
RG
1986
Retirement Group
California
$3K -$60 -1 -2%
LS
1987
Leelyn Smith
Illinois
$3K
MFT
1988
Moisand Fitzgerald Tamayo
Florida
$3K
TWP
1989
TFO Wealth Partners
Ohio
$3K
JAM
1990
JCIC Asset Management
Ontario, Canada
$2K -$68.5K -1,150 -98%
LFG
1991
Larson Financial Group
Missouri
$2K -$3.04K -51 -65%
LWA
1992
Lenox Wealth Advisors
New York
$2K +$119 +2 +7%
FGAM
1993
Financial Gravity Asset Management
Texas
$2K +$1.67K +28 New
WAS
1994
Winch Advisory Services
Wisconsin
$2K +$1.96K +33 New
SCP
1995
Syntal Capital Partners
Texas
$1.13K +$3.75K +63 +0.4%
HCM
1996
Highlander Capital Management
New Jersey
$1K
CBTWT
1997
Community Bank & Trust (Waco, Texas)
Texas
$697 +$19.5K +328 +3%
NDSI
1998
Newman Dignan & Sheerar Inc
Rhode Island
$453
Walleye Capital
1999
Walleye Capital
New York
$438 -$1.73M -29,121 -81%
TI
2000
tru Independence
Oregon
$262 +$25.8K +433 +12%

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.