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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
CCM
451
Cohen Capital Management
California
$8.8M
CAN
452
Cetera Advisor Networks
California
$8.79M +$1.68M +21,418 +23%
Wealthfront Advisers
453
Wealthfront Advisers
California
$8.78M +$207K +2,639 +2%
MBTD
454
Mechanics Bank - Trust Department
California
$8.64M -$64K -817 -0.7%
MIM
455
Marco Investment Management
Georgia
$8.56M +$776K +9,915 +10%
CTA
456
Colonial Trust Advisors
South Carolina
$8.55M +$26.4K +337 +0.3%
Jennison Associates
457
Jennison Associates
New York
$8.5M -$441K -5,639 -5%
PTB
458
Pioneer Trust Bank
Oregon
$8.44M -$296K -3,786 -3%
PCM
459
Parsons Capital Management
Rhode Island
$8.42M -$71.7K -916 -0.8%
DC
460
Davenport & Co
Virginia
$8.41M -$298K -3,812 -3%
WJWM
461
Williams Jones Wealth Management
New York
$8.38M -$7.04K -90 -0.1%
KA
462
Kintegral Advisory
New York
$8.36M
SF
463
Synovus Financial
Georgia
$8.33M +$595K +7,600 +8%
MCM
464
MAI Capital Management
Ohio
$8.28M -$6.18M -78,971 -43%
KRS
465
Kentucky Retirement Systems
Kentucky
$8.23M -$633K -8,082 -7%
DADC
466
D.A. Davidson & Co
Montana
$8.15M +$228K +2,910 +3%
GCAC
467
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.08M -$703K -8,983 -8%
DWM
468
Dorchester Wealth Management
Quebec, Canada
$7.98M -$164K -2,095 -2%
PP
469
Palladium Partners
Virginia
$7.96M +$977K +12,477 +14%
WSTAM
470
Wilbanks Smith & Thomas Asset Management
Virginia
$7.89M +$237K +3,034 +3%
HCM
471
Harvey Capital Management
Florida
$7.88M -$3.1M -39,616 -28%
YIA
472
YHB Investment Advisors
Connecticut
$7.85M +$157 +2 +0%
CAM
473
Carret Asset Management
New York
$7.83M +$25.8K +330 +0.3%
PHK
474
Point72 Hong Kong
Hong Kong
$7.77M +$2.48M +31,708 +47%
SPIA
475
Steward Partners Investment Advisory
New York
$7.76M +$1.1M +14,055 +16%

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.