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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11B -$587M -9,865,540 -5%
BlackRock
2
BlackRock
New York
$8.54B -$438M -7,359,330 -5%
State Street
3
State Street
Massachusetts
$5.19B -$285M -4,793,362 -6%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$2.25B -$141M -2,374,282 -6%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.16B -$33.6M -564,298 -2%
Northern Trust
6
Northern Trust
Illinois
$1.87B -$65.6M -1,102,269 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.85B -$32.9M -553,159 -2%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$1.83B -$80.9M -1,359,304 -5%
KBC Group
9
KBC Group
Belgium
$1.69B +$61.6M +1,035,134 +28%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$1.35B -$11.2M -187,947 -0.9%
Bank of America
11
Bank of America
North Carolina
$1.31B +$15.1M +253,085 +1%
Norges Bank
12
Norges Bank
Norway
$1.11B -$112M -1,880,336 -10%
LP
13
Longview Partners
Guernsey
$1.03B -$217M -3,639,369 -19%
Nordea Investment Management
14
Nordea Investment Management
Sweden
$970M -$3.44M -57,788 -0.4%
Charles Schwab
15
Charles Schwab
California
$927M +$18.1M +303,342 +2%
Fisher Asset Management
16
Fisher Asset Management
Washington
$901M +$32.2M +540,722 +4%
Franklin Resources
17
Franklin Resources
California
$839M -$386M -6,487,970 -33%
Legal & General Group
18
Legal & General Group
United Kingdom
$815M -$41M -688,157 -5%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$793M -$1.16M -19,424 -0.2%
AllianceBernstein
20
AllianceBernstein
Tennessee
$787M -$42.2M -708,255 -6%
Invesco
21
Invesco
Georgia
$784M -$52.4M -880,689 -7%
LSV Asset Management
22
LSV Asset Management
Illinois
$768M -$24M -403,310 -3%
IFP
23
Independent Franchise Partners
United Kingdom
$761M +$45.6M +765,596 +7%
N
24
Nuveen
North Carolina
$745M +$208M +3,492,049 +44%
PPA
25
Parametric Portfolio Associates
Washington
$701M -$2.47M -41,493 -0.4%

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.