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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
WA
1401
WealthTrust Axiom
Pennsylvania
$540K -$19.6K -250 -3%
BP
1402
BBR Partners
New York
$539K -$57.3K -732 -10%
REMPR
1403
Roof Eidam Maycock Peralta (REMP)
California
$539K
JPG
1404
Jordan Park Group
California
$538K +$541K +6,915 New
PC
1405
Prairiewood Capital
North Dakota
$537K
SFG
1406
SNS Financial Group
Minnesota
$535K
BWP
1407
Baldwin Wealth Partners
Massachusetts
$534K
AA
1408
Auxano Advisors
Washington
$534K +$8.92K +114 +2%
NCM
1409
Narwhal Capital Management
Georgia
$533K -$211K -2,695 -28%
OCM
1410
Orser Capital Management
Texas
$532K -$5.01K -64 -0.9%
HFM
1411
Harvest Fund Management
China
$531K +$26.5K +338 +5%
ESCM
1412
Echo Street Capital Management
New York
$530K -$556K -7,105 -51%
ACM
1413
Armbruster Capital Management
New York
$529K
NDSI
1414
Newman Dignan & Sheerar Inc
Rhode Island
$529K
VV
1415
Verity & Verity
South Carolina
$526K
FNBTCON
1416
First National Bank & Trust Co of Newtown
Pennsylvania
$525K
BOTW
1417
Bank of the West
California
$525K +$1.72K +22 +0.3%
HCMG
1418
Howard Capital Management Group
California
$524K +$301K +3,849 +134%
TWM
1419
Triton Wealth Management
Arizona
$524K +$454K +5,805 New
JCIA
1420
Jackson Creek Investment Advisors
Colorado
$523K -$269K -3,441 -34%
BBA
1421
BLB&B Advisors
Pennsylvania
$523K -$2.43K -31 -0.5%
CA
1422
Cornerstone Advisory
Maryland
$523K +$78 +1 +0%
BIC
1423
Beach Investment Counsel
Pennsylvania
$522K
CIC
1424
Carnegie Investment Counsel
Ohio
$522K +$109K +1,390 +26%
AWA
1425
Arkadios Wealth Advisors
Georgia
$522K +$176K +2,244 +50%

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.