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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
HPCM
1126
High Pointe Capital Management
Illinois
$990K -$41.5K -530 -4%
LCAM
1127
London & Capital Asset Management
United Kingdom
$987K
DIP
1128
DT Investment Partners
Pennsylvania
$986K -$320K -4,085 -24%
AAM
1129
Auxier Asset Management
Oregon
$985K
DWA
1130
Douglass Winthrop Advisors
New York
$982K -$14.9K -190 -1%
BCM
1131
Brookstone Capital Management
Illinois
$980K +$438K +5,600 +99%
BC
1132
Barnett & Company
Tennessee
$977K
BFA
1133
Beacon Financial Advisory
Ohio
$974K -$33K -421 -3%
OPPTF
1134
OPSEU Pension Plan Trust Fund
Ontario, Canada
$970K -$2.58K -33 -0.3%
Financial Engines Advisors
1135
Financial Engines Advisors
California
$969K +$83.2K +1,063 +9%
LWANC
1136
Laurel Wealth Advisors (North Carolina)
North Carolina
$967K -$66.5K -850 -6%
WKWM
1137
Walter & Keenan Wealth Management
Indiana
$963K +$178K +2,277 +23%
CCMG
1138
Clark Capital Management Group
Pennsylvania
$960K +$24.4K +312 +3%
AG
1139
AlphaSimPlex Group
Massachusetts
$957K
CF
1140
Centaurus Financial
California
$943K +$17.8K +228 +2%
PTP
1141
Platform Technology Partners
New York
$941K +$947K +12,092 New
MPPLM
1142
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$940K +$945K +12,072 New
TWP
1143
Tempus Wealth Planning
California
$938K +$943K +12,048 New
SIC
1144
Salem Investment Counselors
North Carolina
$934K -$39.3K -502 -4%
WA
1145
WestEnd Advisors
North Carolina
$934K
CAI
1146
Capital Advisors Inc
Oklahoma
$924K -$107K -1,365 -10%
NSIM
1147
North Star Investment Management
Illinois
$924K -$57.4K -733 -6%
CAM
1148
Cubic Asset Management
Massachusetts
$924K
ANRIA
1149
American National Registered Investment Advisor
Texas
$917K -$8.92K -114 -1%
RSVP
1150
Ramsay Stattman Vela & Price
Colorado
$917K

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.