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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
DTC
1426
Davidson Trust Company
Washington
$520K -$78 -1 -0%
FFM
1427
Fullerton Fund Management
Singapore
$519K -$256K -3,274 -33%
TIA
1428
Traphagen Investment Advisors
New Jersey
$517K -$18.8K -240 -3%
HWA
1429
HCR Wealth Advisors
California
$517K -$36.5K -466 -7%
CCFCSB
1430
Cape Cod Five Cents Savings Bank
Massachusetts
$517K
IIC
1431
Integrated Investment Consultants
Michigan
$517K +$107K +1,369 +26%
NG
1432
Northstar Group
New York
$515K
SIP
1433
Stoneridge Investment Partners
Pennsylvania
$514K -$458K -5,850 -47%
BS
1434
Boenning & Scattergood
Pennsylvania
$514K -$322K -4,114 -38%
RC
1435
RBO & Co
California
$514K
SAM
1436
S.A. Mason
Michigan
$512K
NHC
1437
Nicholas Hoffman & Company
Georgia
$512K +$127K +1,622 +33%
WCWM
1438
Willow Creek Wealth Management
California
$511K +$2.5K +32 +0.5%
PCIA
1439
Prime Capital Investment Advisors
Kansas
$510K +$373K +4,769 +268%
SICM
1440
Sustainable Insight Capital Management
New York
$509K +$20.5K +262 +4%
CCM
1441
Compton Capital Management
Rhode Island
$508K
KFI
1442
Key Financial Inc
Pennsylvania
$507K -$939 -12 -0.2%
OR
1443
Olympiad Research
Connecticut
$506K +$15.2K +194 +3%
WBG
1444
Wharton Business Group
Pennsylvania
$504K
PP
1445
Patten & Patten
Tennessee
$503K -$11K -140 -2%
MFA
1446
Mayflower Financial Advisors
Massachusetts
$503K +$2.66K +34 +0.5%
VHAM
1447
Van Hulzen Asset Management
California
$502K -$7.51M -96,000 -94%
BFG
1448
Berger Financial Group
Minnesota
$501K -$2.43K -31 -0.5%
GIP
1449
Greatmark Investment Partners
Georgia
$501K
PFC
1450
Poplar Forest Capital
California
$501K

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.