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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
VPIM
776
Vanguard Personalized Indexing Management
California
$2.6M +$137K +1,748 +6%
SOAMC
777
Spirit of America Management Corp
New York
$2.6M -$78.3K -1,000 -3%
EAM
778
Eukles Asset Management
Ohio
$2.6M +$145K +1,858 +6%
CI
779
CX Institutional
Indiana
$2.6M -$369K -4,708 -12%
MAFM
780
Mid Atlantic Financial Management
Pennsylvania
$2.59M +$445K +5,681 +21%
FMC
781
First Merchants Corp
Indiana
$2.58M -$231K -2,949 -8%
MOS
782
MGO One Seven
Ohio
$2.57M -$4.46K -57 -0.2%
ACM
783
Azimuth Capital Management
Michigan
$2.56M -$11.7K -150 -0.5%
WAP
784
Wealthcare Advisory Partners
Pennsylvania
$2.56M +$14.3K +183 +0.6%
CAS
785
Cascadia Advisory Services
Oregon
$2.56M -$157K -2,011 -6%
CPC
786
Congress Park Capital
New York
$2.55M +$80.6K +1,030 +3%
SNBOSCI
787
Security National Bank of Sioux City Iowa
Iowa
$2.54M +$232K +2,968 +10%
SPC
788
Sigma Planning Corp
Michigan
$2.54M -$702K -8,972 -22%
LPIC
789
LeJeune Puetz Investment Counsel
Michigan
$2.53M -$3.91K -50 -0.2%
CIP
790
Convergence Investment Partners
Florida
$2.53M -$81.2K -1,037 -3%
WG
791
Welch Group
Alabama
$2.53M +$317K +4,055 +14%
RMCM
792
Reynders McVeigh Capital Management
Massachusetts
$2.52M -$64.2K -820 -2%
SWM
793
Sculati Wealth Management
Michigan
$2.52M +$14.5K +185 +0.6%
WBC
794
West Branch Capital
Massachusetts
$2.51M +$63.2K +808 +3%
HW
795
Hancock Whitney
Mississippi
$2.5M -$149K -1,907 -6%
QCG
796
Quadrant Capital Group
Ohio
$2.5M -$20.7K -264 -0.8%
MFG
797
MidWestOne Financial Group
Iowa
$2.49M +$24K +307 +1%
BJL
798
Brighton Jones LLC
Washington
$2.47M +$74.4K +950 +3%
WI
799
Wintrust Investments
Illinois
$2.46M +$1.19M +15,248 +91%
UCI
800
Uncommon Cents Investing
Wisconsin
$2.44M +$13.7K +175 +0.6%

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.