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Oracle
ORCL

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: 1,870 → 1,998 (+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: 60 → 58 (-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

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$208M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
3
Swedbank
Swedbank
Sweden
+$101M
4
N
Natixis
France
+$90.9M
5
ClearBridge Investments
ClearBridge Investments
New York
+$85.9M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$587M
2
BlackRock
BlackRock
New York
-$438M
3
Franklin Resources
Franklin Resources
California
-$386M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$298M
5
State Street
State Street
Massachusetts
-$285M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2076
Solstein Capital
California
– -$53K -887 Closed
BBA
2077
Braun-Bostich & Associates
Pennsylvania
– -$37K -628 Closed
CPW
2078
Catalyst Private Wealth
California
– -$21K -345 Closed
NIM
2079
NuWave Investment Management
New Jersey
– -$17K -293 Closed
JSC
2080
Jackson Square Capital
California
– -$16K -272 Closed
CCM
2081
Chiron Capital Management
Florida
– -$12K -200 Closed
MSFP
2082
Mark Sheptoff Financial Planning
Connecticut
– -$12K -200 Closed
GKIM
2083
GW&K Investment Management
Massachusetts
– -$6K -100 Closed
AWM
2084
Adams Wealth Management
Utah
– -$2K -41 Closed
AW
2085
Avion Wealth
Texas
– -$2K -37 Closed
80 81 82 83
84

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.