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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
GWM
1076
GSB Wealth Management
Connecticut
$1.15M +$1.02K +13 +0.1%
AFP
1077
Ausdal Financial Partners
Iowa
$1.15M +$62.6K +800 +6%
SLF
1078
Sun Life Financial
Ontario, Canada
$1.14M -$121K -1,544 -10%
WC
1079
Whitney & Co
New York
$1.14M -$15.7K -200 -1%
WPC
1080
White Pine Capital
Minnesota
$1.14M +$590K +7,543 +135%
CHP
1081
Cable Hill Partners
Oregon
$1.14M -$22.2K -283 -2%
BIA
1082
Bigelow Investment Advisors
Maine
$1.13M +$3.91K +50 +0.3%
CA
1083
Commerzbank Aktiengesellschaft
Germany
$1.13M -$2.82M -36,050 -71%
KFP
1084
KMG Fiduciary Partners
Ohio
$1.13M +$439K +5,610 +63%
GGS
1085
Galvin Gaustad & Stein
Arizona
$1.11M -$17.1M -218,556 -94%
OPS
1086
Orion Portfolio Solutions
Nebraska
$1.11M -$64.2K -820 -5%
SIG
1087
Sargent Investment Group
Maryland
$1.11M
DBIA
1088
Dumont & Blake Investment Advisors
New Jersey
$1.1M +$20K +255 +2%
MHS
1089
M Holdings Securities
Oregon
$1.1M +$85.1K +1,087 +8%
I2I
1090
Insight 2811 Inc
Illinois
$1.09M +$3.21K +41 +0.3%
GIA
1091
Gladstone Institutional Advisory
Florida
$1.09M +$1.1M +14,004 New
UAS
1092
United Asset Strategies
New York
$1.09M -$6.73K -86 -0.6%
APP
1093
Avantax Planning Partners
Iowa
$1.09M -$64.2K -820 -6%
KC
1094
Knuff & Co
California
$1.08M
PWP
1095
Private Wealth Partners
California
$1.07M
JFGIW
1096
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.07M -$196K -2,509 -15%
PAS
1097
Park Avenue Securities
New York
$1.07M +$104K +1,323 +11%
DMBA
1098
Deseret Mutual Benefit Administrators
Utah
$1.07M +$1.08M +13,754 New
MWNA
1099
Marshall Wace North America
New York
$1.07M -$55.5M -708,940 -98%
MPW
1100
MA Private Wealth
California
$1.06M +$78 +1 +0%

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.