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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
MSAM
1451
Moloney Securities Asset Management
Missouri
$501K +$27.4K +350 +6%
GAM
1452
Gemmer Asset Management
California
$500K +$3.13K +40 +0.6%
BFM
1453
Boston Financial Management
Massachusetts
$496K
ML
1454
McAdam LLC
Pennsylvania
$496K +$15.1K +193 +4%
FC
1455
Forte Capital
New York
$495K +$53.6K +685 +12%
RWP
1456
Ridgecrest Wealth Partners
California
$493K +$15.7K +200 +3%
LF
1457
Lee Financial
Texas
$489K -$60.3K -770 -11%
ECG
1458
Edge Capital Group
Georgia
$489K -$13.7K -175 -3%
CWA
1459
Canvas Wealth Advisors
Kansas
$489K +$47.7K +609 +11%
LTI
1460
Laffer Tengler Investments
Tennessee
$488K +$301K +3,840 +158%
SAG
1461
Spotlight Asset Group
Illinois
$488K -$25.6K -327 -5%
WCM
1462
Weld Capital Management
New York
$488K +$202K +2,579 +70%
CCP
1463
Clarkston Capital Partners
Michigan
$487K +$9.08K +116 +2%
SS
1464
Sunbelt Securities
Texas
$485K -$6.5K -83 -1%
KTC
1465
Kistler-Tiffany Companies
Pennsylvania
$485K +$1.96K +25 +0.4%
PMFA
1466
Plante Moran Financial Advisors
Michigan
$485K +$15.7K +200 +3%
AIM
1467
Alhambra Investment Management
Florida
$483K
BWM
1468
Baystate Wealth Management
Massachusetts
$483K +$1.33K +17 +0.3%
TWM
1469
Titus Wealth Management
California
$482K -$15.7K -200 -3%
JWM
1470
JGP Wealth Management
Oregon
$481K +$4.7K +60 +1%
GD
1471
Grandfield & Dodd
New York
$480K
PWA
1472
Phoenix Wealth Advisors
North Carolina
$480K +$30.4K +388 +7%
SAM
1473
SignalPoint Asset Management
Missouri
$479K -$33.7K -430 -7%
HCM
1474
Hollencrest Capital Management
California
$478K -$121K -1,540 -20%
FCB
1475
First Command Bank
Texas
$477K -$80.6K -1,030 -14%

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.