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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
WA
1001
WBH Advisory
Maryland
$1.37M +$34.1K +436 +3%
GI
1002
GAMCO Investors
Connecticut
$1.36M -$119K -1,525 -8%
MCM
1003
Maryland Capital Management
Maryland
$1.36M +$7.91K +101 +0.6%
SVWAG
1004
Sound View Wealth Advisors Group
Georgia
$1.36M +$6.97K +89 +0.5%
RBFC
1005
Roman Butler Fullerton & Co
Missouri
$1.35M +$2.66K +34 +0.2%
AWCI
1006
Alpine Woods Capital Investors
New York
$1.35M -$41.2K -526 -3%
JC
1007
Jacobs & Co
California
$1.35M
FTC
1008
Farmers Trust Company
Ohio
$1.34M -$17.2K -220 -1%
CIA
1009
Cascade Investment Advisors
Oregon
$1.34M -$1.96K -25 -0.1%
OC
1010
Oakworth Capital
Alabama
$1.33M -$43.1K -550 -3%
AIL
1011
AGF Investments LLC
Ontario, Canada
$1.33M -$179K -2,285 -12%
SACTSONJ
1012
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.32M -$235K -3,000 -15%
LOAMS
1013
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.32M +$370K +4,721 +39%
BFO
1014
Biltmore Family Office
North Carolina
$1.32M
SC
1015
SouthState Corp
Florida
$1.31M -$129K -1,647 -9%
TMAM
1016
Tokio Marine Asset Management
Japan
$1.31M +$252K +3,222 +24%
ANBT
1017
American National Bank & Trust
Texas
$1.31M +$697K +8,910 +113%
OGC
1018
Oak Grove Capital
New Hampshire
$1.3M -$102K -1,300 -7%
GSEP
1019
Golden State Equity Partners
California
$1.3M +$400K +5,110 +44%
PG
1020
Proffitt & Goodson
Tennessee
$1.29M -$29.7K -380 -2%
FFN
1021
Focus Financial Network
Minnesota
$1.29M -$24.3K -310 -2%
SWA
1022
Stratos Wealth Advisors
Ohio
$1.29M -$143K -1,832 -10%
EC
1023
Estate Counselors
Wisconsin
$1.28M +$23.9K +305 +2%
CIA
1024
Choate Investment Advisors
Massachusetts
$1.28M -$190K -2,433 -13%
SCP
1025
Syntal Capital Partners
Texas
$1.27M -$95.9K -1,225 -7%

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.