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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
RPWA
826
Regent Peak Wealth Advisors
Georgia
$2.28M +$1.56M +19,965 +323%
AIC
827
Ameritas Investment Company
Nebraska
$2.27M -$464K -5,923 -39%
SCM
828
Schnieders Capital Management
California
$2.27M +$47K +600 +2%
MCG
829
MACRO Consulting Group
New Jersey
$2.26M -$238K -3,046 -9%
EI
830
EDMP Inc
Florida
$2.25M -$61.4K -785 -3%
ITIM
831
Indiana Trust & Investment Management
Indiana
$2.25M +$147K +1,884 +6%
JWCA
832
J.W. Cole Advisors
Florida
$2.25M +$286K +3,655 +14%
HSA
833
Hussman Strategic Advisors
Maryland
$2.24M
PIC
834
Portland Investment Counsel
Ontario, Canada
$2.24M
CPA
835
Capital Planning Advisors
California
$2.24M +$189K +2,418 +9%
AC
836
Arjuna Capital
North Carolina
$2.23M +$30.6K +391 +1%
ADL
837
Asset Dedication LLC
California
$2.21M +$523K +6,682 +31%
PLFAM
838
Pineno Levin & Ford Asset Management
Virginia
$2.21M +$2.22M +28,395 New
ACA
839
Aptus Capital Advisors
Alabama
$2.19M +$170K +2,167 +8%
CC
840
Cypress Capital
Tennessee
$2.19M -$17K -217 -0.8%
CGL
841
Clarius Group LLC
Washington
$2.19M +$20.6K +263 +0.9%
CA
842
Cetera Advisors
Colorado
$2.17M +$91.5K +1,169 +4%
HAG
843
HighPoint Advisor Group
Illinois
$2.16M +$143K +1,826 +7%
BO
844
BRR OpCo
Ohio
$2.16M -$46.6K -595 -2%
IPW
845
Inlet Private Wealth
Florida
$2.16M
PA
846
Profund Advisors
Maryland
$2.16M -$192K -2,456 -8%
FCM
847
Fairbanks Capital Management
California
$2.15M -$69.9K -893 -3%
HC
848
HNP Capital
New York
$2.14M -$14.4K -184 -0.7%
VRM
849
Vectors Research Management
New York
$2.14M -$14.4K -184 -0.7%
CCG
850
Cypress Capital Group
Florida
$2.11M -$103K -1,318 -5%

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.