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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
SFO
2026
Standard Family Office
South Dakota
$7K -$27.9K -431 -82%
JWM
2027
Janiczek Wealth Management
Colorado
$7K
RDFA
2028
Ritter Daniher Financial Advisory
Ohio
$6K
ED
2029
Exane Derivatives
France
$4.98K -$478K -7,387 -99%
TFM
2030
TFC Financial Management
Massachusetts
$4K -$64.7K -1,000 -95%
MFT
2031
Moisand Fitzgerald Tamayo
Florida
$4K
TWP
2032
TFO Wealth Partners
Ohio
$4K
LS
2033
Leelyn Smith
Illinois
$4K +$65 +1 +2%
RG
2034
Retirement Group
California
$3K +$65 +1 +2%
LWA
2035
Lenox Wealth Advisors
New York
$2K -$129 -2 -7%
JAM
2036
JCIC Asset Management
Ontario, Canada
$2K
WAS
2037
Winch Advisory Services
Wisconsin
$2K
FGAM
2038
Financial Gravity Asset Management
Texas
$1.3K -$583 -9 -32%
1WM
2039
1900 Wealth Management
Texas
$1.04K -$12.2K -189 -1%
HCM
2040
Highlander Capital Management
New Jersey
$1K
NIG
2041
NFJ Investment Group
Texas
$1K +$1.1K +17 New
MA
2042
MBA Advisors
Pennsylvania
$211 +$194K +3,004 New
SWM
2043
Sugarloaf Wealth Management
Georgia
$110 +$65 +1 +0.1%
SC
2044
Samlyn Capital
New York
-$91.2M -1,409,677 Closed
MSE
2045
MUFG Securities EMEA
United Kingdom
-$71.2M -1,100,000 Closed
Point72 Asset Management
2046
Point72 Asset Management
Connecticut
-$36.3M -561,200 Closed
LCP
2047
LGT Capital Partners
Switzerland
-$20.1M -310,784 Closed
MSA
2048
Mason Street Advisors
Wisconsin
-$16.9M -261,667 Closed
Qube Research & Technologies (QRT)
2049
Qube Research & Technologies (QRT)
United Kingdom
-$16M -247,577 Closed
OCM
2050
Oribel Capital Management
New York
-$14.1M -217,400 Closed

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.