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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
CC
676
Claybrook Capital
Massachusetts
$3.65M +$2.45M +31,284 +200%
HWA
677
Heritage Way Advisors
Illinois
$3.65M -$229K -2,922 -6%
Fayez Sarofim & Co
678
Fayez Sarofim & Co
Texas
$3.65M -$88.8K -1,135 -2%
VRS
679
Virginia Retirement Systems
Virginia
$3.64M -$1.42M -18,100 -28%
IC
680
IEQ Capital
California
$3.61M +$420K +5,360 +13%
CICI
681
Capital Investment Counsel Inc
North Carolina
$3.61M +$277K +3,534 +8%
RIM
682
Redpoint Investment Management
Australia
$3.6M -$632K -8,074 -15%
MP
683
McDonald Partners
Ohio
$3.58M -$184K -2,350 -5%
HFS
684
Hantz Financial Services
Michigan
$3.58M +$260K +3,318 +8%
EF
685
Exeter Financial
Arizona
$3.56M -$25.4K -324 -0.7%
LCM
686
Logan Capital Management
Pennsylvania
$3.55M -$22.5K -288 -0.6%
GGI
687
GPM Growth Investors
Michigan
$3.55M +$75.8K +968 +2%
BFG
688
Beacon Financial Group
Texas
$3.55M +$1.02K +13 +0%
WHG
689
Westwood Holdings Group
Texas
$3.54M -$1.4M -17,877 -28%
SIAG
690
Signet Investment Advisory Group
Rhode Island
$3.53M -$105K -1,346 -3%
MI
691
Markston International
New York
$3.53M -$14.2M -181,909 -80%
AT
692
Arden Trust
Delaware
$3.53M -$1.64K -21 -0%
AC
693
Allstate Corporation
Illinois
$3.51M -$299K -3,822 -8%
AC
694
Addison Capital
Pennsylvania
$3.5M -$33.7K -430 -0.9%
RWM
695
Ritholtz Wealth Management
New York
$3.5M +$499K +6,374 +16%
AC
696
Amitell Capital
Singapore
$3.5M -$2.08M -26,565 -37%
HAI
697
Hennessy Advisors Inc
California
$3.45M +$47.4K +606 +1%
DCM
698
Delta Capital Management
New Jersey
$3.45M -$36K -460 -1%
NPP
699
New Potomac Partners
Maryland
$3.42M -$7.83K -100 -0.2%
RWA
700
River Wealth Advisors
Pennsylvania
$3.41M -$60.7K -775 -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.