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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
BIP
426
Brandes Investment Partners
California
$9.68M +$2.08M +26,601 +27%
PAM
427
Private Asset Management
California
$9.64M -$84.2K -1,076 -0.9%
LIA
428
LS Investment Advisors
Michigan
$9.63M -$3.52M -44,923 -27%
NMERB
429
New Mexico Educational Retirement Board
New Mexico
$9.63M +$313K +4,000 +3%
PFPT
430
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.57M +$204K +2,606 +2%
PWA
431
Pinnacle Wealth Advisors
Tennessee
$9.57M +$9.63M +122,985 New
ADEF
432
Adams Diversified Equity Fund
Maryland
$9.51M
GIM
433
Grassi Investment Management
California
$9.5M +$3.05K +39 +0%
KWM
434
Kingsview Wealth Management
Oregon
$9.47M +$445K +5,687 +5%
Daiwa Securities Group
435
Daiwa Securities Group
Japan
$9.46M -$13.3K -170 -0.1%
QPWM
436
Quadrant Private Wealth Management
Pennsylvania
$9.37M -$165K -2,104 -2%
FBC
437
Fairfield, Bush & Co
Connecticut
$9.37M -$420K -5,370 -4%
PAIM
438
Punch & Associates Investment Management
Minnesota
$9.23M +$53.4K +682 +0.6%
TSW
439
Thompson Siegel & Walmsley
Virginia
$9.15M +$999K +12,761 +12%
Pacer Advisors
440
Pacer Advisors
Pennsylvania
$9.11M +$760K +9,708 +9%
SIM
441
Sonora Investment Management
Arizona
$9.04M +$507K +6,476 +6%
BAM
442
Bell Asset Management
Australia
$9.04M -$2.59M -33,102 -22%
MAM
443
Meeder Asset Management
Ohio
$8.97M -$911K -11,634 -9%
MML Investors Services
444
MML Investors Services
Massachusetts
$8.93M +$2.07M +26,500 +30%
PAG
445
Private Advisor Group
New Jersey
$8.92M +$204K +2,609 +2%
FVCM
446
F&V Capital Management
Florida
$8.9M -$1.96K -25 -0%
TC
447
TownSquare Capital
Utah
$8.9M +$1.46M +18,693 +21%
Capstone Investment Advisors
448
Capstone Investment Advisors
New York
$8.9M +$8.95M +114,283 New
MG
449
Mather Group
Illinois
$8.88M +$1.64M +20,928 +22%
LSERS
450
Louisiana State Employees Retirement System
Louisiana
$8.82M -$125K -1,600 -1%

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.