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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
KAS
476
Kestra Advisory Services
Texas
$7.74M -$222K -2,834 -3%
AAM
477
Advisors Asset Management
Colorado
$7.72M +$1.87M +23,863 +32%
TCOT
478
Trust Company of Toledo
Ohio
$7.7M +$20.9K +267 +0.3%
9WM
479
9258 Wealth Management
Ohio
$7.68M -$1.33K -17 -0%
BCI
480
Brinker Capital Investments
Pennsylvania
$7.51M +$832K +10,634 +12%
ASC
481
Atalanta Sosnoff Capital
New York
$7.49M +$4.85K +62 +0.1%
FAT
482
First American Trust
California
$7.49M -$546K -6,981 -7%
CPA
483
Court Place Advisors
Maryland
$7.31M -$30.9K -395 -0.4%
OAM
484
Optimal Asset Management
California
$7.28M
RIL
485
Rothschild Investment LLC
Illinois
$7.27M +$289K +3,696 +4%
UB
486
UMB Bank
Missouri
$7.24M -$235K -3,003 -3%
TFA
487
Toth Financial Advisory
Virginia
$7.15M +$7.98K +102 +0.1%
MYIA
488
Mount Yale Investment Advisors
Colorado
$7.14M +$597K +7,632 +9%
NCM
489
Neumann Capital Management
California
$7.12M -$62.6K -800 -0.9%
CANC
490
Culbertson A N & Co
Virginia
$7.12M +$25K +320 +0.4%
HC
491
Hourglass Capital
Texas
$7.12M -$10.2K -130 -0.1%
GCMG
492
Gyroscope Capital Management Group
Florida
$7.1M +$605K +7,730 +9%
TIM
493
Thompson Investment Management
Wisconsin
$7.09M -$192K -2,454 -3%
AP
494
Advisor Partners
California
$7.09M -$116K -1,483 -2%
EWM
495
Evercore Wealth Management
New York
$7.08M -$50.7K -648 -0.7%
SCM
496
Stanley Capital Management
Texas
$7.07M +$454K +5,800 +7%
AI
497
AXS Investments
New York
$7.06M -$3.19M -40,744 -31%
Northwestern Mutual Wealth Management
498
Northwestern Mutual Wealth Management
Wisconsin
$6.95M -$445K -5,688 -6%
Lido Advisors
499
Lido Advisors
California
$6.89M +$385K +4,919 +6%
CIP
500
Chartwell Investment Partners
Pennsylvania
$6.84M -$439K -5,603 -6%

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.