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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
SYBT
701
Stock Yards Bank & Trust
Kentucky
$3.41M -$464K -5,932 -12%
VCA
702
Verdence Capital Advisors
Maryland
$3.4M +$1.65M +21,055 +93%
LW
703
Linscomb Wealth
Texas
$3.4M +$161K +2,060 +5%
NIMI
704
Natixis Investment Managers International
France
$3.4M -$22.8K -291 -0.7%
RAM
705
Roanoke Asset Management
New Jersey
$3.37M +$467K +5,960 +16%
PCA
706
Pallas Capital Advisors
Massachusetts
$3.37M +$361K +4,611 +14%
TC
707
Telemus Capital
Michigan
$3.35M -$142K -1,816 -4%
OAM
708
Oak Asset Management
California
$3.35M
KFS
709
Kelly Financial Services
Massachusetts
$3.34M +$20.1M +256,312 +7,690%
CIC
710
Chase Investment Counsel
Virginia
$3.32M +$43.3K +553 +1%
GF
711
Gries Financial
Ohio
$3.31M -$547K -6,983 -16%
GWCM
712
Godshalk Welsh Capital Management
Pennsylvania
$3.3M -$14.5K -185 -0.5%
TCOV
713
Trust Company of Vermont
Vermont
$3.28M +$210K +2,681 +7%
WS
714
Wedbush Securities
California
$3.26M -$148K -1,886 -4%
CG
715
Colony Group
Massachusetts
$3.23M -$84.1K -1,074 -3%
BFEC
716
Benjamin F. Edwards & Company
Missouri
$3.21M -$232K -2,958 -7%
SAMC
717
Spectrum Asset Management (California)
California
$3.2M +$75.9K +970 +2%
OC
718
Oppenheimer & Co
New York
$3.19M -$606K -7,741 -16%
KIA
719
KCM Investment Advisors
California
$3.17M +$27K +345 +0.9%
PRC
720
Pearl River Capital
Michigan
$3.16M +$3.18M +40,567 New
ISB
721
Iowa State Bank
Iowa
$3.15M -$9.86K -126 -0.3%
FLI
722
Family Legacy Inc
South Carolina
$3.14M -$82.8K -1,058 -3%
CTC
723
Central Trust Company
Missouri
$3.12M -$239K -3,056 -7%
FAB
724
First American Bank
Illinois
$3.11M
RC
725
RBF Capital
California
$3.11M

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.