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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
BOS
1276
Bank of Stockton
California
$702K -$705 -9 -0.1%
PWMG
1277
Prestige Wealth Management Group
New Jersey
$702K +$158K +2,013 +29%
MAWCM
1278
Mine & Arao Wealth Creation & Management
California
$700K -$60.6K -774 -8%
HGWM
1279
Horst & Graben Wealth Management
Oregon
$694K
WW
1280
Waterfront Wealth
Kansas
$693K -$371K -4,737 -35%
CNBTD
1281
Citizens National Bank Trust Department
Mississippi
$693K
QCM
1282
Quest Capital Management
Texas
$693K +$150K +1,916 +27%
EIA
1283
Edgemoor Investment Advisors
Maryland
$692K
HH
1284
Hilltop Holdings
Texas
$690K +$34.1K +435 +5%
LCM
1285
LCM Capital Management
Illinois
$689K -$32.1K -410 -4%
GWS
1286
Glassman Wealth Services
Virginia
$689K +$23.9K +305 +4%
MIM
1287
Macroview Investment Management
Maryland
$688K +$2.98K +38 +0.4%
SHGA
1288
Sand Hill Global Advisors
California
$687K -$102K -1,300 -13%
ECM
1289
Exchange Capital Management
Michigan
$686K -$66.1K -844 -9%
CC
1290
Centiva Capital
New York
$685K -$586K -7,483 -46%
RIA
1291
Regal Investment Advisors
Michigan
$685K +$689K +8,805 New
CPWA
1292
Cerro Pacific Wealth Advisors
California
$679K +$683K +8,723 New
BHWM
1293
Bar Harbor Wealth Management
New Hampshire
$676K -$57.1K -730 -8%
1WA
1294
180 Wealth Advisors
Washington
$676K +$2.66K +34 +0.5%
BBNA
1295
Bremer Bank National Association
Minnesota
$675K -$2.07M -26,404 -75%
VAM
1296
Verity Asset Management
North Carolina
$673K -$1.72K -22 -0.3%
GTAM
1297
Global Trust Asset Management
Florida
$673K
SDWMA
1298
Schneider Downs Wealth Management Advisors
Pennsylvania
$672K +$3.21K +41 +0.5%
BFPW
1299
BOK Financial Private Wealth
Colorado
$672K +$4.3K +55 +0.6%
SAM
1300
Seelaus Asset Management
New Jersey
$671K -$287K -3,670 -30%

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.