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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
SAM
201
Sawgrass Asset Management
Florida
$42.3M -$630K -10,580 -2%
ZIC
202
ZWJ Investment Counsel
Georgia
$41.7M +$1.13M +18,952 +3%
Korea Investment Corp
203
Korea Investment Corp
South Korea
$40.8M -$41.1M -690,912 -52%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$40.6M +$4.02M +67,540 +12%
LPL Financial
205
LPL Financial
California
$40.3M +$4.67M +78,526 +14%
Baird Financial Group
206
Baird Financial Group
Wisconsin
$39.9M -$4.64M -78,001 -11%
Nomura Asset Management
207
Nomura Asset Management
Japan
$39.8M +$365K +6,135 +1%
FAF
208
Fjarde Ap-fonden
Sweden
$39.5M -$1.93M -32,500 -5%
VDI
209
Vaughan David Investments
Illinois
$39.3M +$62.2K +1,045 +0.2%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$38.8M
MU
211
Mirova US
Massachusetts
$38.6M +$5.54M +93,126 +19%
Millennium Management
212
Millennium Management
New York
$38M -$139M -2,334,689 -80%
ASRS
213
Arizona State Retirement System
Arizona
$37.2M -$2.85M -47,848 -8%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$37M -$275K -4,627 -0.8%
State of Tennessee, Department of Treasury
215
State of Tennessee, Department of Treasury
Tennessee
$36.9M -$4.79M -80,458 -12%
Point72 Asset Management
216
Point72 Asset Management
Connecticut
$36.3M -$17.6M -295,800 -35%
MNG
217
Manning & Napier Group
New York
$36.3M -$2.26M -37,974 -6%
DZ Bank
218
DZ Bank
Germany
$34.8M -$198K -3,318 -0.6%
BCM
219
Bridgeway Capital Management
Texas
$34.2M +$3.53M +59,300 +13%
MIFH
220
Migdal Insurance & Financial Holdings
Israel
$33.5M +$9.88M +165,964 +47%
WBC
221
Westpac Banking Corp
Australia
$33.4M +$5.28M +88,767 +21%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$32.6M -$1.93M -32,435 -6%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$32.5M -$437K -7,349 -1%
MSL
224
Mackay Shields LLC
New York
$31.8M +$3.55M +59,650 +14%
PC
225
PM Capital
Australia
$31.5M

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.