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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
CWM
1026
Centric Wealth Management
Illinois
$1.27M +$50K +639 +4%
PGAM
1027
Princeton Global Asset Management
New Jersey
$1.27M +$636K +8,120 +99%
CBT
1028
Central Bank & Trust
Kentucky
$1.27M -$34K -434 -3%
CC
1029
Callan Capital
California
$1.26M +$7.83K +100 +0.6%
ACM
1030
Allred Capital Management
Texas
$1.26M -$49.2K -628 -4%
PK
1031
Pflug Koory
Nebraska
$1.26M +$29.4K +375 +2%
RG
1032
Renaissance Group
Kentucky
$1.26M -$131K -1,676 -9%
MMG
1033
Monetary Management Group
Missouri
$1.26M +$23.5K +300 +2%
IFS
1034
Ifrah Financial Services
Arkansas
$1.26M -$155K -1,976 -11%
CPO
1035
Cerity Partners OCIO
New York
$1.26M +$189K +2,412 +17%
PGWM
1036
Parisi Gray Wealth Management
New Jersey
$1.26M -$34.7K -443 -3%
WP
1037
WMS Partners
Maryland
$1.26M -$203K -2,590 -14%
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
$1.26M +$8.53K +109 +0.7%
MBT
1039
Montecito Bank & Trust
California
$1.26M +$22.3K +285 +2%
AI
1040
Accredited Investors
Minnesota
$1.26M
Twin Tree Management
1041
Twin Tree Management
Texas
$1.25M -$24.4M -311,609 -95%
IWP
1042
Icon Wealth Partners
Texas
$1.25M +$10.9K +139 +0.9%
ATPW
1043
Ashton Thomas Private Wealth
Arizona
$1.24M +$19.8K +253 +2%
HZ
1044
Hixon Zuercher
Ohio
$1.24M -$8.22K -105 -0.7%
CT
1045
Caldwell Trust
Florida
$1.23M +$35.2K +450 +3%
PP
1046
Paloma Partners
Connecticut
$1.23M -$751K -9,588 -38%
LBA
1047
Lowell Blake & Associates
Massachusetts
$1.23M
FCFC
1048
First Commonwealth Financial Corp
Pennsylvania
$1.23M -$614K -7,846 -33%
CNBT
1049
Cornerstone National Bank & Trust
Illinois
$1.22M -$4.54K -58 -0.4%
ACS
1050
Archford Capital Strategies
Illinois
$1.22M +$53.2K +679 +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.