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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
ST
1101
Spinnaker Trust
Maine
$1.05M -$30.5K -390 -3%
XF
1102
XML Financial
Maryland
$1.05M +$1.25K +16 +0.1%
APW
1103
Austin Private Wealth
Texas
$1.05M -$235K -3,000 -18%
RMDI
1104
R.M. Davis Inc
Maine
$1.04M
IWM
1105
IHT Wealth Management
Illinois
$1.04M -$84.7K -1,082 -7%
WA
1106
Wealth Alliance
New York
$1.04M -$82.6K -1,055 -7%
LWP
1107
Lumature Wealth Partners
Georgia
$1.03M +$65K +830 +7%
TA
1108
TruWealth Advisors
Louisiana
$1.02M +$38.5K +492 +4%
LHC
1109
Little House Capital
Massachusetts
$1.02M +$1.03M +13,122 New
BMC
1110
Benin Management Corp
Connecticut
$1.02M
SMC
1111
Smith, Moore & Co
Missouri
$1.02M +$313 +4 +0%
IP
1112
Investment Partners
Ohio
$1.02M +$5.64K +72 +0.6%
CST
1113
Charles Schwab Trust
Nevada
$1.02M -$4.23K -54 -0.4%
DSC
1114
Duncker Streett & Co
Missouri
$1.01M -$31.2K -398 -3%
FPS
1115
Fieldpoint Private Securities
Connecticut
$1.01M +$5.48K +70 +0.6%
NCM
1116
Nelson Capital Management
California
$1.01M -$4.55M -58,117 -82%
B
1117
Barings
North Carolina
$1.01M -$77.4K -989 -7%
CPA
1118
Clear Perspective Advisors
Illinois
$1.01M +$7.67K +98 +0.8%
FIM
1119
Freedom Investment Management
Connecticut
$1M -$41.2K -526 -4%
BCCM
1120
Bridge Creek Capital Management
Massachusetts
$1M -$2.98M -38,023 -75%
WAM
1121
Weatherly Asset Management
California
$1M -$159K -2,033 -14%
EDRH
1122
Edmond de Rothschild Holding
Switzerland
$998K -$797K -10,179 -44%
OIA
1123
OneDigital Investment Advisors
Kansas
$994K +$109K +1,395 +12%
EFS
1124
Essex Financial Services
Connecticut
$992K
SSG
1125
Summit Securities Group
New York
$991K +$636K +8,127 +177%

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.