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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
CCFM
1376
Clear Creek Financial Management
Washington
$571K +$574K +7,330 New
EFSCE
1377
Enterprise Financial Services Corp (EFSC)
Missouri
$566K -$3.91K -50 -0.7%
LIA
1378
LBMC Investment Advisors
Tennessee
$565K +$35.1K +449 +7%
BA
1379
Bridgewater Advisors
New York
$565K +$83.8K +1,071 +17%
Koshinski Asset Management
1380
Koshinski Asset Management
Illinois
$564K -$382K -4,876 -40%
ACP
1381
Aviance Capital Partners
Florida
$563K +$134K +1,709 +31%
CBB
1382
Citizens Business Bank
California
$562K -$130K -1,666 -19%
KA
1383
Kovack Advisors
Florida
$561K +$21.7K +277 +4%
CAL
1384
Capital Advisors Ltd
Ohio
$558K +$217K +2,775 +63%
SCA
1385
Stonebridge Capital Advisors
Minnesota
$558K +$286K +3,656 +94%
SBCM
1386
Schwerin Boyle Capital Management
Massachusetts
$555K
FANJ
1387
Financial Architects (New Jersey)
New Jersey
$555K +$3.76K +48 +0.7%
GIM
1388
Goelzer Investment Management
Indiana
$553K -$313 -4 -0.1%
BOS
1389
Bingham Osborn & Scarborough
California
$553K +$9.08K +116 +2%
LAM
1390
Lingohr Asset Management
Germany
$550K
TIAM2
1391
Tru Independence Asset Management 2
Oregon
$549K -$477K -6,092 -46%
RSWM
1392
Robertson Stephens Wealth Management
California
$548K -$32K -409 -5%
DAM
1393
Delta Asset Management
Tennessee
$545K -$108K -1,385 -17%
WA
1394
Wambolt & Associates
Colorado
$545K +$47.7K +609 +10%
CS
1395
Comerica Securities
Michigan
$544K -$246K -3,142 -31%
LC
1396
Lindbrook Capital
California
$544K +$2.5K +32 +0.5%
WANY
1397
Wealthspire Advisors (New York)
New York
$541K -$2.28M -29,180 -81%
TPWA
1398
TRUE Private Wealth Advisors
Oregon
$541K -$189K -2,419 -26%
LCM
1399
Leisure Capital Management
California
$541K -$86.9K -1,110 -14%
EAM
1400
Evanson Asset Management
California
$541K -$77.8K -994 -13%

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.