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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
SCM
2051
Stevens Capital Management
Pennsylvania
-$403K -6,744 Closed
5L
2052
55I LLC
Massachusetts
-$395K -6,612 Closed
SL
2053
Stevard LLC
Illinois
-$385K -6,445 Closed
RIM
2054
Rampart Investment Management
Connecticut
-$378K -6,325 Closed
PLFAM
2055
Pineno Levin & Ford Asset Management
Virginia
-$364K -6,100 Closed
COF
2056
Capital One Financial
Virginia
-$344K -5,754 Closed
CANY
2057
Caxton Associates (New York)
New York
-$326K -5,459 Closed
HKAM
2058
Horizon Kinetics Asset Management
New York
-$320K -5,359 Closed
LB
2059
Leo Brokerage
Texas
-$266K -4,810 Closed
WWM
2060
Western Wealth Management
Colorado
-$286K -4,785 Closed
AW
2061
Alpha Windward
Massachusetts
-$266K -4,462 Closed
MFS
2062
Mirabella Financial Services
United Kingdom
-$255K -4,271 Closed
PIA
2063
Pinion Investment Advisors
Kansas
-$228K -4,124 Closed
LWAC
2064
Laurel Wealth Advisors (California)
California
-$245K -4,113 Closed
OMC
2065
Old Mission Capital
Illinois
-$225K -3,772 Closed
Jacobs Levy Equity Management
2066
Jacobs Levy Equity Management
New Jersey
-$223K -3,728 Closed
BL
2067
Balentine LLC
Georgia
-$215K -3,601 Closed
OWM
2068
Opes Wealth Management
California
-$215K -3,598 Closed
TW
2069
Transform Wealth
Colorado
-$210K -3,515 Closed
SC
2070
Slow Capital
California
-$198K -3,321 Closed
WCG
2071
Weaver Consulting Group
California
-$164K -2,738 Closed
AIM
2072
Acropolis Investment Management
Missouri
-$103K -1,732 Closed
UOTTAIMCU
2073
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$90K -1,503 Closed
HCA
2074
Horan Capital Advisors
Ohio
-$84K -1,403 Closed
AA
2075
Advisory Alpha
Michigan
-$65K -1,071 Closed

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.