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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
AWM
1976
Atticus Wealth Management
Florida
$31K -$16.8K -259 -37%
LB
1977
Legacy Bridge
Iowa
$30K
EIP
1978
Ellis Investment Partners
Pennsylvania
$30K +$65 +1 +0.2%
NFSG
1979
Newbridge Financial Services Group
Florida
$29K -$3.04K -47 -10%
JMF
1980
Johnson Midwest Financial
Iowa
$29K +$65 +1 +0.2%
CPA
1981
Cowen Prime Advisors
New York
$28K
ICM
1982
Islay Capital Management
Texas
$28K
GWMIA
1983
Global Wealth Management Investment Advisory
Florida
$28K +$3.43K +53 +15%
EWA
1984
Evolution Wealth Advisors
Florida
$27K +$2.72K +42 +12%
RA
1985
Resolute Advisors
California
$26K +$35.9K +554 New
PAI
1986
Pittenger & Anderson Inc
Nebraska
$25K -$4.53M -70,009 -100%
TIM
1987
Tortoise Investment Management
New York
$25K
M1FG
1988
Mach-1 Financial Group
Arkansas
$24K
FI
1989
FormulaFolio Investments
Michigan
$22K -$490K -7,564 -96%
NCM
1990
New Capital Management
Texas
$22K
MGIM
1991
M&G Investment Management
United Kingdom
$21.3K -$2.49M -38,509 -11%
FEG
1992
Financial Enhancement Group
Indiana
$21K -$3.37K -52 -15%
AWM
1993
Accel Wealth Management
Iowa
$21K
HS
1994
Horan Securities
United States
$21K
OAJ
1995
Ogorek Anthony Joseph
New York
$20K
JWBC
1996
John W. Brooker & Co
California
$19K
SC
1997
Steph & Co
Wisconsin
$19K
CP
1998
Corbenic Partners
Pennsylvania
$18K
SA
1999
SRH Advisors
Kansas
$18K
FNBOSM
2000
First National Bank of South Miami
Florida
$17K -$16.2K -250 -51%

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.