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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
FFWA
1251
FRG Family Wealth Advisors
Washington
$753K
VWM
1252
Venturi Wealth Management
Texas
$751K -$269K -3,440 -26%
IBOK
1253
Independence Bank of Kentucky
Kentucky
$751K -$21.5K -275 -3%
NAS
1254
Nicolet Advisory Services
Wisconsin
$751K -$2.58K -33 -0.3%
BCM
1255
Birch Capital Management
Texas
$748K
RCAG
1256
Rehmann Capital Advisory Group
Michigan
$745K -$181K -2,314 -19%
FCMT
1257
Founders Capital Management (Texas)
Texas
$744K -$11.7K -150 -2%
AG
1258
AIA Group
Hong Kong
$736K +$662K +8,456 New
NNP
1259
Nachman Norwood & Parrott
South Carolina
$735K -$19.3K -247 -3%
C
1260
Certuity
Florida
$735K -$14.9K -190 -0.8%
FCMC
1261
Founders Capital Management (Connecticut)
Connecticut
$726K -$188K -2,400 -20%
BWL
1262
Bogart Wealth LLC
Virginia
$723K
ACA
1263
Atlas Capital Advisors
Wyoming
$721K +$7.67K +98 +1%
HIM
1264
Hillsdale Investment Management
Ontario, Canada
$721K -$62.6K -800 -8%
GLA
1265
Good Life Advisors
Pennsylvania
$719K +$235 +3 +0%
XS
1266
XR Securities
Illinois
$717K -$512K -6,545 -42%
GLLW
1267
Graves Light Lenhart Wealth
Virginia
$717K -$9.24K -118 -1%
RPC
1268
Rossmore Private Capital
Connecticut
$716K +$31.3K +400 +5%
SCA
1269
Sippican Capital Advisors
Massachusetts
$716K +$102K +1,308 +17%
IIM
1270
Ipswich Investment Management
Massachusetts
$715K +$705 +9 +0.1%
DC
1271
DeDora Capital
California
$715K +$861 +11 +0.1%
ABC
1272
Associated Banc-Corp
Wisconsin
$714K -$368K -4,695 -34%
GA
1273
GFS Advisors
Texas
$710K +$31.3K +400 +5%
FSA
1274
Fort Sheridan Advisors
Illinois
$709K +$326K +4,170 +85%
NAMP
1275
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$708K

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.