We are live on ! Find out more
ORCL icon

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
VVP
926
Venture Visionary Partners
Ohio
$1.72M -$25.2K -322 -1%
MIAN
927
Mariner Independent Advisor Network
Kansas
$1.71M +$444K +5,675 +35%
SFA
928
Semmax Financial Advisors
North Carolina
$1.69M +$14.4K +184 +0.9%
VWA
929
V Wealth Advisors
Kansas
$1.69M +$5.79K +74 +0.3%
SP
930
Symmetry Partners
Connecticut
$1.68M -$47K -600 -3%
TCM
931
Tradewinds Capital Management
Washington
$1.68M -$44K -562 -3%
JIP
932
Jaffetilchin Investment Partners
Florida
$1.65M +$769K +9,821 +75%
MLL
933
Moody Lynn & Lieberson
Massachusetts
$1.65M +$1.66M +21,163 New
CWM
934
Chesapeake Wealth Management
Virginia
$1.64M -$98.6K -1,259 -6%
IAA
935
Independent Advisor Alliance
North Carolina
$1.64M -$28.8K -368 -2%
PFSC
936
Peoples Financial Services Corp
Pennsylvania
$1.62M -$35.2K -450 -2%
BCM
937
BTR Capital Management
California
$1.62M
ACM
938
Ativo Capital Management
Illinois
$1.62M -$19.2K -245 -1%
CWM
939
Cabot Wealth Management
Massachusetts
$1.62M -$10K -128 -0.6%
BIM
940
Bridges Investment Management
Nebraska
$1.62M -$1.02M -13,042 -39%
Nomura Holdings
941
Nomura Holdings
Japan
$1.61M +$16.9K +216 +1%
SFA
942
Sequoia Financial Advisors
Ohio
$1.59M -$32.2K -411 -2%
HSA
943
HBK Sorce Advisory
Pennsylvania
$1.59M +$27.7K +354 +2%
LSAG
944
Lake Street Advisors Group
New Hampshire
$1.59M +$13.8K +176 +1%
DPIM
945
Duff & Phelps Investment Management
Illinois
$1.58M -$142K -1,820 -8%
NSAM
946
North Star Asset Management
Wisconsin
$1.57M +$39.1K +500 +3%
ATWA
947
Arbor Trust Wealth Advisors
Michigan
$1.56M -$15.7K -200 -1%
KPWS
948
Kestra Private Wealth Services
Texas
$1.56M -$14.4K -184 -0.9%
AIM
949
AMI Investment Management
Indiana
$1.56M -$61.4K -785 -4%
IFWM
950
Institute for Wealth Management
Colorado
$1.56M -$32.3K -412 -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.