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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
NCM
1201
Northside Capital Management
Oregon
$826K
WAAG
1202
Wealth Alliance Advisory Group
Kansas
$822K
NERM
1203
New England Research & Management
Illinois
$822K +$517K +6,605 +167%
GG
1204
Greenwood Gearhart
Arkansas
$821K -$95.2K -1,216 -10%
ALAM
1205
Asahi Life Asset Management
Japan
$816K -$84.5K -1,080 -9%
AWM
1206
Altavista Wealth Management
North Carolina
$816K
GC
1207
Grimes & Company
Massachusetts
$812K -$8.61K -110 -1%
CIC
1208
Crawford Investment Counsel
Georgia
$809K -$59.5K -760 -7%
DP
1209
Denver PWM
Colorado
$809K +$9.71K +124 +1%
BCM
1210
Blume Capital Management
California
$806K -$864K -11,034 -52%
TCM
1211
Twin Capital Management
Pennsylvania
$806K -$65.8K -840 -8%
TTWM
1212
TCV Trust & Wealth Management
Virginia
$806K -$18.2K -232 -2%
LA
1213
Latitude Advisors
Florida
$806K -$6.34K -81 -0.8%
CLOS
1214
Compagnie Lombard Odier SCmA
Switzerland
$804K +$50.2K +641 +7%
JIC
1215
Joel Isaacson & Co
New York
$804K +$84.2K +1,075 +12%
DIA
1216
Davidson Investment Advisors
Montana
$801K -$39.1K -500 -5%
OWA
1217
One Wealth Advisors
California
$801K +$50.1K +640 +7%
GVAG
1218
Great Valley Advisor Group
Delaware
$800K +$115K +1,464 +16%
XWM
1219
Xcel Wealth Management
Florida
$799K +$9.31K +119 +1%
EP
1220
Edgestream Partners
New Jersey
$795K -$5.88M -75,134 -88%
RFM
1221
Royal Fund Management
Florida
$795K +$14K +179 +2%
O
1222
Ossiam
France
$794K -$464K -5,922 -39%
BRM
1223
Boston Research & Management
Massachusetts
$794K -$29.7K -380 -4%
CWM
1224
Circle Wealth Management
New Jersey
$794K +$939 +12 +0.1%
CPIG
1225
Chicago Partners Investment Group
Illinois
$793K -$1.57K -20 -0.2%

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.