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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$712M -$115M -1,466,768 -14%
N
27
Nuveen
North Carolina
$703M -$32.7M -417,200 -4%
Franklin Resources
28
Franklin Resources
California
$684M -$209M -2,671,200 -23%
UBS AM
29
UBS AM
Illinois
$674M +$6.19M +79,108 +0.9%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$665M -$12.7M -162,152 -2%
Macquarie Group
31
Macquarie Group
Australia
$658M -$123M -1,568,453 -16%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$617M -$335M -4,276,646 -35%
ClearBridge Investments
33
ClearBridge Investments
New York
$616M +$22.6M +288,704 +4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$607M -$13.6M -173,775 -2%
IFP
35
Independent Franchise Partners
United Kingdom
$607M -$324M -4,141,705 -35%
Harris Associates
36
Harris Associates
Illinois
$576M -$15.7M -200,898 -3%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$543M -$170M -2,172,433 -24%
Wells Fargo
38
Wells Fargo
California
$519M -$9.15M -116,853 -2%
First Trust Advisors
39
First Trust Advisors
Illinois
$513M -$25.2M -322,204 -5%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$511M +$448K +5,720 +0.1%
Barrow, Hanley, Mewhinney & Strauss
41
Barrow, Hanley, Mewhinney & Strauss
Texas
$500M -$6.39M -81,681 -1%
American Century Companies
42
American Century Companies
Missouri
$495M -$23.3M -297,977 -4%
Boston Partners
43
Boston Partners
Massachusetts
$489M -$68.3M -872,671 -12%
Deutsche Bank
44
Deutsche Bank
Germany
$479M +$30.1M +384,655 +7%
Ameriprise
45
Ameriprise
Minnesota
$474M -$118M -1,511,599 -20%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$460M -$36.4M -465,124 -7%
UBS Group
47
UBS Group
Switzerland
$426M -$28M -357,746 -6%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$397M +$369M +4,712,503 +1,216%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$394M -$32.9M -420,920 -8%
PI
50
Putnam Investments
Massachusetts
$345M +$274M +3,504,629 +376%

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.