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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
SCM
751
SOL Capital Management
Maryland
$2.85M -$88.8K -1,135 -3%
WOC
752
West Oak Capital
California
$2.85M -$85.7K -1,095 -3%
HBT
753
Hills Bank & Trust
Iowa
$2.84M -$197K -2,513 -6%
PCA
754
Personal Capital Advisors
California
$2.83M +$835K +10,662 +41%
B
755
Bailard
California
$2.82M +$830K +10,608 +41%
FCI
756
Financial Counselors Inc
Kansas
$2.82M -$34.5K -441 -1%
MIC
757
Means Investment Company
Maine
$2.81M -$65.5K -837 -2%
TG
758
TCW Group
California
$2.81M -$13.7M -174,838 -83%
III
759
Independent Investors Inc
New York
$2.79M
SW
760
SteelPeak Wealth
California
$2.78M +$2.03M +25,949 +267%
HVIA
761
Hudson Valley Investment Advisors
New York
$2.75M -$423K -5,400 -13%
CAG
762
Crestwood Advisors Group
Massachusetts
$2.75M +$318K +4,060 +13%
DFA
763
Delta Financial Advisors
Louisiana
$2.71M -$15.5K -198 -0.6%
PNAA
764
Pictet North America Advisors
Switzerland
$2.7M -$2.03M -25,917 -43%
EHWM
765
Eads & Heald Wealth Management
Georgia
$2.69M -$169K -2,159 -6%
CHAM
766
Clear Harbor Asset Management
Connecticut
$2.69M -$505K -6,447 -16%
MCM
767
Manchester Capital Management
Vermont
$2.67M
VanEck Associates
768
VanEck Associates
New York
$2.65M +$115K +1,466 +4%
S
769
Seeyond
France
$2.64M -$37.7K -481 -1%
CIP
770
Capital Insight Partners
Arizona
$2.64M +$29.5K +377 +1%
TIA
771
Tiemann Investment Advisors
California
$2.62M -$41.1K -525 -2%
QI
772
QS Investors
New York
$2.61M -$2.1M -26,857 -44%
CG
773
Cutler Group
California
$2.61M -$3.32M -42,381 -56%
RFA
774
Reilly Financial Advisors
California
$2.61M -$17.7K -226 -0.7%
YIH
775
Y-Intercept (HK)
Hong Kong
$2.6M +$2.62M +33,444 New

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.