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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
AF
1151
Advisornet Financial
Minnesota
$914K
CAG
1152
Csenge Advisory Group
Florida
$914K +$384K +4,904 +74%
RB
1153
Renasant Bank
Mississippi
$913K +$232K +2,970 +34%
AOWM
1154
Alpha Omega Wealth Management
Virginia
$908K -$52K -664 -5%
CIA
1155
Capital Impact Advisors
Massachusetts
$900K -$4.78M -61,120 -84%
AB
1156
Atlas Brown
Kentucky
$895K
FHC
1157
First Horizon Corporation
Tennessee
$893K -$57.6K -736 -6%
MWM
1158
Meridian Wealth Management
Kentucky
$889K -$372K -4,751 -29%
OC
1159
Oarsman Capital
Wisconsin
$889K -$11.7K -150 -1%
CGH
1160
CMG Global Holdings
Texas
$889K
PFG
1161
PAX Financial Group
Texas
$888K -$5.56K -71 -0.6%
BIM
1162
Barton Investment Management
Pennsylvania
$885K
PBO
1163
Peoples Bank (Ohio)
Ohio
$881K
CAM
1164
Cozad Asset Management
Illinois
$880K -$16.6K -212 -2%
PT
1165
Plimoth Trust
Massachusetts
$879K -$89.6K -1,145 -9%
WIA
1166
Westbourne Investment Advisors
Maryland
$878K -$46.2K -590 -5%
OFG
1167
Oxford Financial Group
Indiana
$876K -$783 -10 -0.1%
BCM
1168
Becker Capital Management
Oregon
$870K +$32.2K +411 +4%
CBTWT
1169
Community Bank & Trust (Waco, Texas)
Texas
$869K +$20.7K +264 +2%
PFBT
1170
Parkside Financial Bank & Trust
Missouri
$866K -$192K -2,450 -18%
QP
1171
Quilter Plc
United Kingdom
$866K
PCMC
1172
Paragon Capital Management (Colorado)
Colorado
$866K +$78 +1 +0%
ATFA
1173
All Terrain Financial Advisors
Minnesota
$865K
MAM
1174
McLean Asset Management
Virginia
$863K -$23K -294 -3%
TCM
1175
Tuttle Capital Management
Connecticut
$863K +$868K +11,090 New

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.