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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
VFA
1176
Voya Financial Advisors
Connecticut
$861K -$2.58M -32,960 -75%
LC
1177
Landaas & Company
Wisconsin
$859K
SRC
1178
Sage Rhino Capital
California
$858K +$5.95K +76 +0.7%
GDP
1179
Great Diamond Partners
Maine
$857K -$2.98K -38 -0.3%
MW
1180
Marcum Wealth
Ohio
$857K +$12.7K +162 +1%
CRC
1181
Curi RMB Capital
Illinois
$857K +$61.3K +783 +8%
MFW
1182
Meristem Family Wealth
Minnesota
$857K +$372K +4,750 +76%
JEST
1183
JTC Employer Solutions Trustee
Jersey
$856K +$861K +11,002 New
JFA
1184
JNBA Financial Advisors
Minnesota
$855K -$12.8K -164 -1%
MWM
1185
Modera Wealth Management
New Jersey
$855K +$44.3K +566 +5%
AP
1186
Atwood & Palmer
Missouri
$849K
SIAP
1187
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$849K
DLHL
1188
Donald L. Hagan LLC
Florida
$846K +$4.93K +63 +0.6%
GAG
1189
GM Advisory Group
New York
$844K
CB
1190
Community Bank
New York
$842K -$43.6K -557 -5%
PCM
1191
Perritt Capital Management
Illinois
$842K +$4.85K +62 +0.6%
TW
1192
TrinityPoint Wealth
Connecticut
$838K +$548K +7,005 +186%
YWP
1193
YorkBridge Wealth Partners
New York
$837K +$89K +1,137 +12%
MSA
1194
Marino Stram & Associates
Massachusetts
$837K +$842K +10,757 New
KMWM
1195
Keudell/Morrison Wealth Management
Oregon
$834K -$12.4K -159 -1%
PFWA
1196
Paces Ferry Wealth Advisors
Georgia
$831K -$861 -11 -0.1%
RI
1197
Ridgewood Investments
New Jersey
$830K -$461K -5,893 -36%
BFA
1198
Beaumont Financial Advisors
Massachusetts
$828K +$12.1K +155 +1%
GCP
1199
GSA Capital Partners
United Kingdom
$828K +$832K +10,633 New
MC
1200
McMorgan & Co
California
$828K +$833K +10,636 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.