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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
FB
1051
Fulton Bank
Pennsylvania
$1.21M -$119K -1,526 -9%
CP
1052
Capital Planning
Washington
$1.21M
MPWT
1053
MassMutual Private Wealth & Trust
Connecticut
$1.21M -$55.5K -709 -4%
MCC
1054
Malaga Cove Capital
California
$1.21M +$106K +1,349 +9%
AIA
1055
Avalon Investment & Advisory
Texas
$1.2M +$17.1K +218 +1%
CFA
1056
Carroll Financial Associates
North Carolina
$1.2M -$18.8K -240 -2%
AL
1057
Aspiriant LLC
California
$1.18M -$16.9K -216 -1%
FWM
1058
Frontier Wealth Management
Missouri
$1.18M -$3.21K -41 -0.3%
BFC
1059
Bedel Financial Consulting
Indiana
$1.18M +$27.6K +353 +2%
LRPA
1060
L. Roy Papp & Associates
Arizona
$1.18M +$18.1K +231 +2%
WIC
1061
Woodmont Investment Counsel
Tennessee
$1.17M -$33.3K -425 -3%
AF
1062
Allworth Financial
California
$1.17M +$131K +1,678 +13%
BAM
1063
Belpointe Asset Management
Nevada
$1.17M +$133K +1,694 +13%
WMSA
1064
Weiss Multi-Strategy Advisers
New York
$1.17M -$11M -139,975 -90%
VI
1065
Versor Investments
New York
$1.17M -$58.5K -747 -5%
FG
1066
Foster Group
Iowa
$1.16M +$51K +652 +5%
VAS
1067
Vestmark Advisory Solutions
Massachusetts
$1.16M +$96.8K +1,236 +9%
1WM
1068
1900 Wealth Management
Texas
$1.16M +$5.56K +71 +0.5%
RC
1069
Roundview Capital
New Jersey
$1.16M +$73.6K +940 +7%
PVH
1070
Psagot Value Holdings
Israel
$1.15M -$981K -12,532 -46%
TBNY
1071
Trustco Bank (New York)
New York
$1.15M -$31.3K -400 -3%
SJIM
1072
St. Johns Investment Management
Florida
$1.15M -$26.5K -338 -2%
IWA
1073
Intercontinental Wealth Advisors
Texas
$1.15M +$129K +1,652 +13%
BWA
1074
BDO Wealth Advisors
Florida
$1.15M -$21.8K -278 -2%
JWM
1075
Jeppson Wealth Management
California
$1.15M -$78.3K -1,000 -6%

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.