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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
UMC
2126
United Maritime Capital
New York
-$144K -2,225 Closed
BBHBI
2127
B, B, H, & B Inc
Alabama
-$140K -2,168 Closed
SFG
2128
Sowa Financial Group
Rhode Island
-$138K -2,126 Closed
FWM
2129
ForthRight Wealth Management
Georgia
-$134K -2,070 Closed
D
2130
Diversified
Delaware
-$122K -2,044 Closed
PR
2131
Payden & Rygel
California
-$97K -1,500 Closed
KC
2132
Kinloch Capital
Virginia
-$87K -1,340 Closed
EA
2133
Elm Advisors
California
-$83K -1,290 Closed
LWCFA
2134
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$82K -1,272 Closed
VCG
2135
Vantage Consulting Group
Virginia
-$75K -1,154 Closed
SQA
2136
Simon Quick Advisors
New Jersey
-$71K -1,103 Closed
CYG
2137
Clean Yield Group
Vermont
-$64K -986 Closed
BIP
2138
Bouvel Investment Partners
Pennsylvania
-$58K -897 Closed
Capstone Investment Advisors
2139
Capstone Investment Advisors
New York
-$43.5K -672 Closed
GA
2140
GoalVest Advisory
New York
-$41K -632 Closed
KCM
2141
Kathmere Capital Management
Pennsylvania
-$33K -517 Closed
AWG
2142
Altus Wealth Group
Colorado
-$32K -505 Closed
APC
2143
Asset Planning Corporation
Tennessee
-$32K -502 Closed
OIM
2144
Oder Investment Management
California
-$31K -484 Closed
GC
2145
Grace Capital
Massachusetts
-$26K -400 Closed
IA
2146
Inspire Advisors
Idaho
-$20K -315 Closed
DI
2147
Disciplined Investments
Oklahoma
-$20K -304 Closed
BCA
2148
Bray Capital Advisors
Florida
-$14K -215 Closed
BSSFA
2149
Baron Silver Stevens Financial Advisors
Florida
-$13K -201 Closed
FFG
2150
Fortem Financial Group
California
-$13K -200 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.