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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
FA
726
FDx Advisors
Illinois
$3.11M -$55.5K -709 -2%
CCT
727
Capital City Trust
Florida
$3.11M +$76K +971 +2%
FWM
728
Fairhaven Wealth Management
Illinois
$3.08M -$46.6K -595 -1%
IWC
729
Integrated Wealth Concepts
Massachusetts
$3.07M +$82.9K +1,059 +3%
LMIM
730
Lockheed Martin Investment Management
Maryland
$3.06M -$10.9M -139,020 -78%
CPSAC
731
Chas P. Smith & Associates (CPS)
Florida
$3.06M -$51K -651 -2%
BC
732
Bartlett & Co
Ohio
$3.05M -$86.1K -1,100 -3%
BCWM
733
Bartlett & Co Wealth Management
Ohio
$3.05M -$86.1K -1,100 -3%
FSA
734
Franklin Street Advisors
North Carolina
$3.04M -$113K -1,439 -4%
HFM
735
Hartford Financial Management
Connecticut
$3.03M -$47K -601 -2%
ACP
736
Ashfield Capital Partners
California
$3.03M +$52.1K +666 +2%
HWA
737
Heritage Wealth Advisors
Virginia
$3.03M -$743K -9,493 -20%
CCP
738
Corient Capital Partners
California
$2.99M +$208K +2,652 +7%
D.E. Shaw & Co
739
D.E. Shaw & Co
New York
$2.98M -$122M -1,561,916 -98%
IC
740
Intersect Capital
California
$2.97M +$224K +2,865 +8%
BAAM
741
Baker Avenue Asset Management
California
$2.96M -$30.2K -386 -1%
FHB
742
First Hawaiian Bank
Hawaii
$2.95M -$211K -2,690 -7%
PA
743
Parallel Advisors
California
$2.92M +$124K +1,584 +4%
BRWA
744
B. Riley Wealth Advisors
Florida
$2.88M +$254K +3,242 +10%
WAM
745
Westport Asset Management
Connecticut
$2.88M
BDF
746
Balasa Dinverno & Foltz
$2.88M +$397K +5,072 +16%
MFM
747
MD Financial Management
Ontario, Canada
$2.87M +$661K +8,441 +30%
JAFL
748
Jay A. Fishman Ltd
Michigan
$2.87M +$274K +3,500 +10%
HIA
749
Harbor Investment Advisory
Maryland
$2.87M -$38.9K -497 -1%
MWM
750
Madison Wealth Management
Ohio
$2.86M -$66.1K -844 -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.