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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
FFS
901
Founders Financial Securities
Maryland
$1.8M +$157K +2,001 +9%
CHC
902
City Holding Co
West Virginia
$1.8M -$59.9K -765 -3%
CG
903
Castellan Group
Kentucky
$1.8M -$31.3K -400 -2%
TNBTD
904
Trustmark National Bank Trust Department
Mississippi
$1.8M -$266K -3,400 -13%
PWP
905
Principle Wealth Partners
Connecticut
$1.79M +$54K +690 +3%
IC
906
Inscription Capital
Texas
$1.79M +$1.44M +18,440 +400%
DT
907
Diversified Trust
Tennessee
$1.79M -$139K -1,780 -7%
CI
908
Conning Inc
Connecticut
$1.78M -$234K -2,983 -12%
CCG
909
Ceeto Capital Group
Florida
$1.78M
AAS
910
Avantax Advisory Services
Texas
$1.78M +$66.3K +847 +4%
TPCW
911
TD Private Client Wealth
New York
$1.77M -$124K -1,584 -6%
GWM
912
Geneos Wealth Management
Colorado
$1.77M -$590K -7,533 -26%
MWM
913
Mission Wealth Management
California
$1.77M -$7.59K -97 -0.4%
PCP
914
Proficio Capital Partners
Massachusetts
$1.77M +$7.51K +96 +0.4%
BG
915
Bollard Group
Massachusetts
$1.77M +$1.64K +21 +0.1%
GRP
916
Global Retirement Partners
California
$1.76M -$64.5K -824 -4%
BAM
917
Berkshire Asset Management
Pennsylvania
$1.75M -$76K -971 -4%
LWM
918
Liberty Wealth Management
California
$1.75M +$966K +12,336 +122%
WPW
919
Waldron Private Wealth
Pennsylvania
$1.74M -$215K -2,744 -11%
HI
920
Harbour Investments
Wisconsin
$1.74M +$124K +1,578 +8%
DTL
921
Dynamic Technology Lab
Singapore
$1.74M +$1.75M +22,308 New
FNBT
922
FineMark National Bank & Trust
Florida
$1.73M +$38.5K +492 +2%
RGC
923
Roberts, Glore & Co
Illinois
$1.73M -$12.1K -154 -0.7%
IP
924
Intellectus Partners
California
$1.73M -$19.5K -249 -1%
PWW
925
Pettyjohn Wood & White
Virginia
$1.72M +$86.5K +1,105 +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.