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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
PFM
401
Parsec Financial Management
North Carolina
$11.4M +$734K +9,371 +7%
NRS
402
Neville Rodie & Shaw
New York
$11.3M -$24.9K -318 -0.2%
MSRPS
403
Maryland State Retirement & Pension System
Maryland
$11M -$670K -8,557 -6%
BCA
404
Bernzott Capital Advisors
California
$11M -$345K -4,405 -3%
MGIA
405
Matthew Goff Investment Advisor
Texas
$10.9M +$75.9K +969 +0.7%
ETC
406
Exchange Traded Concepts
Oklahoma
$10.8M +$9.6M +122,661 +737%
SC
407
Sepio Capital
Utah
$10.8M +$2.73M +34,885 +33%
DY
408
Dowling & Yahnke
California
$10.8M +$39.1K +499 +0.4%
VIA
409
Vident Investment Advisory
Georgia
$10.7M -$72.3K -923 -0.7%
SCM
410
Stonebridge Capital Management
California
$10.6M -$23.5K -300 -0.2%
CSS
411
Cubist Systematic Strategies
Connecticut
$10.5M +$6.56M +83,817 +163%
MNBTD
412
Moody National Bank Trust Division
Texas
$10.4M -$22.2K -283 -0.2%
PSUF
413
People's United Financial
Connecticut
$10.4M -$75K -958 -0.7%
EMPI
414
Elo Mutual Pension Insurance
Finland
$10.4M -$579K -7,401 -5%
Kovitz Investment Group Partners
415
Kovitz Investment Group Partners
Illinois
$10.4M -$908K -11,598 -8%
UR
416
USCA RIA
Texas
$10.3M -$1.07M -13,632 -9%
HFS
417
Haverford Financial Services
Pennsylvania
$10.3M -$32.1K -410 -0.3%
DWM
418
Dakota Wealth Management
Florida
$10.3M +$1.01M +12,875 +11%
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$9.93M -$1.62M -20,713 -14%
WF
420
Welch & Forbes
Massachusetts
$9.91M -$168K -2,142 -2%
ECM
421
Evergreen Capital Management
Washington
$9.84M -$1.92M -24,524 -16%
SAM
422
SP Asset Management
California
$9.84M -$2.35K -30 -0%
HI
423
Horizon Investments
North Carolina
$9.83M -$366K -4,681 -4%
SMDAM
424
Sumitomo Mitsui DS Asset Management
Japan
$9.8M -$160K -2,038 -2%
ANI
425
American National Insurance
Texas
$9.73M -$15.3K -195 -0.2%

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.