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Oracle

2,096 hedge funds and large institutions have $97.5B invested in Oracle in 2021 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 660 increasing their positions, 968 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 77

20% more call options, than puts

Call options by funds: $1.77B | Put options by funds: $1.47B

3% more funds holding

Funds holding: 2,0422,096 (+54)

5% more capital invested

Capital invested by funds: $93.1B → $97.5B (+$4.38B)

1.15% less ownership

Funds ownership: 46.31%45.16% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 5855 (-3)

32% less repeat investments, than reductions

Existing positions increased: 660 | Existing positions reduced: 968

Holders
2,096
Holders Change
+54
Holders Change %
+2.64%
% of All Funds
36.48%
Holding in Top 10
55
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.17%
% of All Funds
0.96%
New
153
Increased
660
Reduced
968
Closed
77
Calls
$1.77B
Puts
$1.47B
Net Calls
+$299M
Net Calls Change
+$28.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JIM
351
Jensen Investment Management
Oregon
$14.3M -$40.3K -515 -0.3%
JIC
352
Johnson Investment Counsel
Ohio
$14.3M -$54.4K -695 -0.4%
DJSG
353
D.J. St. Germain
Massachusetts
$14.2M -$353K -4,507 -2%
MJRIC
354
Mogy Joel R Investment Counsel
California
$14.2M -$78.3K -1,000 -0.5%
Handelsbanken Fonder
355
Handelsbanken Fonder
Sweden
$14.1M -$20.6M -262,854 -59%
LS
356
Livforsakringsbolaget Skandia
Sweden
$14M +$845K +10,800 +6%
AAF
357
Andra AP-fonden
Sweden
$14M -$579K -7,400 -4%
FT
358
Fiduciary Trust
Massachusetts
$13.9M -$1.19M -15,247 -8%
PWAG
359
Polaris Wealth Advisory Group
California
$13.7M +$1.43M +18,317 +12%
CTA
360
Chesley Taft & Associates
Illinois
$13.7M -$296K -3,783 -2%
CA
361
Cullinan Associates
Kentucky
$13.7M +$2.02M +25,758 +17%
Vontobel Holding
362
Vontobel Holding
Switzerland
$13.6M -$752K -9,608 -5%
AI
363
Atria Investments
North Carolina
$13.6M -$724K -9,252 -5%
HI
364
Hendershot Investments
Virginia
$13.5M -$66.4K -848 -0.5%
WT
365
Whittier Trust
California
$13.5M -$665K -8,491 -5%
CS
366
Candriam SCA
Luxembourg
$13.5M -$9.01M -115,108 -40%
BC
367
Burney Company
Virginia
$13.4M -$187K -2,387 -1%
LNB
368
Ledyard National Bank
$13.2M -$276K -3,525 -2%
TAM
369
Tocqueville Asset Management
New York
$13.2M -$237K -3,025 -2%
B
370
BP
United Kingdom
$13M -$4.12M -52,578 -24%
PFU
371
Parus Finance (UK)
United Kingdom
$13M -$248K -3,173 -2%
Wealth Enhancement Advisory Services
372
Wealth Enhancement Advisory Services
Minnesota
$12.9M -$2.94M -37,534 -20%
WC
373
Woodstock Corp
Massachusetts
$12.8M -$1.25M -15,949 -9%
SCM
374
Shelton Capital Management
Colorado
$12.8M -$3.29M -41,999 -20%
RGI
375
River Global Investors
United Kingdom
$12.7M -$4.4M -56,240 -26%

ORCL Hedge Fund Activity: Q2 2021 in Review

2,096 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2021, worth a combined $97.5B — up 4.7% from $93.1B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new ORCL positions and 77 closed out — a net gain of 76 holders — while 660 added to existing stakes and 968 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $630M. The largest seller was BlackRock, cutting an estimated $406M.

  • 2,096 institutional investors held Oracle (ORCL) as of Q2 2021, up from 2,042 in Q1 2021.
  • Funds reported $97.5B of Oracle stock for Q2 2021, up 4.7% quarter-over-quarter.
  • 153 funds opened new Oracle positions in Q2 2021 and 77 closed out, a net change of +76 holders.
  • The largest Oracle buyer in Q2 2021 was JP Morgan Chase, an estimated $630M added.
  • The largest Oracle seller in Q2 2021 was BlackRock, an estimated $406M sold.

Based on aggregated 13F filings for Q2 2021.