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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
CNC
1351
Citizens & Northern Corp
Pennsylvania
$608K -$1.38M -17,634 -69%
CAL
1352
Capital Analysts LLC
Pennsylvania
$606K -$5.82M -74,288 -91%
CAAS
1353
Capital Asset Advisory Services
Michigan
$605K -$116K -1,487 -16%
RCM
1354
RB Capital Management
Nevada
$603K +$31.5K +402 +5%
CCWA
1355
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$602K +$606K +7,737 New
OL
1356
Optas LLC
Texas
$600K +$3.99K +51 +0.7%
ZIM
1357
Zacks Investment Management
Illinois
$600K +$261K +3,332 +76%
SIMM
1358
Stillwater Investment Management (Minnesota)
Minnesota
$599K -$43.5K -556 -7%
MGWM
1359
Marks Group Wealth Management
Minnesota
$599K +$7.12K +91 +1%
PP
1360
PDS Planning
Ohio
$599K +$27K +345 +5%
PWM
1361
Perigon Wealth Management
California
$597K -$11.3K -145 -2%
SS
1362
Simplicity Solutions
Minnesota
$594K +$83.8K +1,070 +16%
AWM
1363
Aevitas Wealth Management
Massachusetts
$593K -$14.4K -184 -2%
PGCM
1364
Prescott Group Capital Management
Oklahoma
$592K
FNBSF
1365
First National Bank Sioux Falls
South Dakota
$588K -$88.8K -1,134 -13%
MCM
1366
Murphy Capital Management
New Jersey
$588K -$8.85K -113 -1%
BMC
1367
Beaton Management Company
Massachusetts
$586K
NB
1368
Nicolet Bankshares
Wisconsin
$585K -$392K -5,009 -40%
LJAC
1369
L.J. Altfest & Co
New York
$583K -$9.94K -127 -2%
BB
1370
Berkshire Bank
Massachusetts
$581K
KFGK
1371
Keystone Financial Group (Kentucky)
Kentucky
$576K +$58.7K +750 +11%
IF
1372
Intrua Financial
Texas
$575K -$25.6K -327 -5%
DAS
1373
Dynamic Advisor Solutions
Arizona
$574K +$124K +1,585 +27%
LFA
1374
Legacy Financial Advisors
Kentucky
$573K +$41.2K +526 +8%
WPW
1375
Warther Private Wealth
Ohio
$571K +$562K +7,174 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.