We are live on ! Find out more
ORCL icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.4B -$482M -7,449,193 -4%
BlackRock
2
BlackRock
New York
$9.04B -$207M -3,195,403 -2%
State Street
3
State Street
Massachusetts
$5.36B -$246M -3,804,038 -5%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$2.38B -$53.9M -832,693 -2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.32B -$23.9M -369,315 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2B -$6.31M -97,473 -0.3%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$1.94B -$35.9M -554,054 -2%
Northern Trust
8
Northern Trust
Illinois
$1.93B -$91.8M -1,418,264 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.43B -$32.3M -499,179 -2%
Bank of America
10
Bank of America
North Carolina
$1.36B -$59.3M -915,754 -5%
Norges Bank
11
Norges Bank
Norway
$1.16B -$37.8M -584,536 -3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$1.03B +$164M +2,539,796 +21%
Fisher Asset Management
13
Fisher Asset Management
Washington
$1.01B +$26.4M +407,791 +3%
Charles Schwab
14
Charles Schwab
California
$990M -$14.6M -225,707 -2%
Goldman Sachs
15
Goldman Sachs
New York
$936M +$176M +2,716,218 +26%
LP
16
Longview Partners
Guernsey
$932M -$171M -2,648,000 -17%
Invesco
17
Invesco
Georgia
$905M +$51M +788,002 +7%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$857M -$181M -2,799,139 -19%
Legal & General Group
19
Legal & General Group
United Kingdom
$856M -$26.6M -411,445 -3%
IFP
20
Independent Franchise Partners
United Kingdom
$838M +$11.6M +179,420 +2%
Franklin Resources
21
Franklin Resources
California
$804M -$98.4M -1,520,220 -12%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$794M -$60.8M -939,267 -8%
Morgan Stanley
23
Morgan Stanley
New York
$781M +$48.9M +755,333 +7%
PPA
24
Parametric Portfolio Associates
Washington
$764M +$2.74M +42,323 +0.4%
LSV Asset Management
25
LSV Asset Management
Illinois
$754M -$73M -1,127,528 -9%

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.