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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
GSWM
2101
Golden State Wealth Management
California
-$357K -5,517 Closed
FA
2102
Financial Advisors
Massachusetts
-$335K -5,182 Closed
Verition Fund Management
2103
Verition Fund Management
Connecticut
-$310K -4,799 Closed
BFC
2104
Blue Fin Capital
Rhode Island
-$310K -4,796 Closed
MS
2105
Maven Securities
Jersey
-$310K -4,785 Closed
GEM
2106
Global Endowment Management
North Carolina
-$298K -4,601 Closed
USGIU
2107
U.S. Global Investors (USGI)
Texas
-$295K -4,561 Closed
CFG
2108
Cooper Financial Group
California
-$269K -4,156 Closed
FWM
2109
FSA Wealth Management
Massachusetts
-$264K -4,080 Closed
TI
2110
tru Independence
Oregon
-$262 -4,048 Closed
TI
2111
Trexquant Investment
Connecticut
-$253K -3,904 Closed
SW
2112
SlateStone Wealth
Florida
-$246K -3,816 Closed
NJBEST
2113
New Jersey Better Educational Savings Trust
New Jersey
-$239K -3,700 Closed
LBD
2114
Landsberg Bennett & Dubbaneh
Florida
-$231K -3,568 Closed
AWA
2115
Arete Wealth Advisors
Illinois
-$229K -3,567 Closed
CCM
2116
Cinctive Capital Management
New York
-$230K -3,556 Closed
NPF
2117
Norris Perne & French
Michigan
-$220K -3,406 Closed
AG
2118
AIA Group
Hong Kong
-$204K -3,286 Closed
VFG
2119
V2 Financial group
Illinois
-$212K -3,275 Closed
AW
2120
ACG Wealth
Georgia
-$210K -3,239 Closed
BWM
2121
Buckley Wealth Management
Nevada
-$205K -3,173 Closed
BPGAM
2122
BTG Pactual Global Asset Management
Bermuda
-$182K -2,820 Closed
SIAG
2123
Safeguard Investment Advisory Group
California
-$162K -2,507 Closed
GWM
2124
Greenhouse Wealth Management
Connecticut
-$146K -2,256 Closed
CWM
2125
Curi Wealth Management
North Carolina
-$144K -2,238 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.