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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
FCFS
1476
First Command Financial Services
Texas
$477K -$80.6K -1,030 -14%
PAS
1477
Professional Advisory Services
Florida
$477K
S
1478
Surevest
California
$475K
SIC
1479
Sigma Investment Counselors
Michigan
$472K
BWP
1480
BSW Wealth Partners
Colorado
$471K +$57.3K +732 +14%
SIA
1481
Soltis Investment Advisors
Utah
$470K -$273K -3,486 -37%
NP
1482
NorthRock Partners
Minnesota
$469K -$18.2K -233 -4%
AFM
1483
Abbot Financial Management
Massachusetts
$468K
BC
1484
Burleson & Co
California
$466K +$705 +9 +0.2%
NICM
1485
Neo Ivy Capital Management
New York
$466K +$386K +4,927 +466%
SG
1486
Stonnington Group
California
$465K +$31.3K +400 +8%
DW
1487
Domani Wealth
Pennsylvania
$462K -$16K -204 -3%
PO
1488
Private Ocean
California
$460K -$157K -2,000 -25%
FWM
1489
Focused Wealth Management
New York
$459K +$235 +3 +0.1%
Verition Fund Management
1490
Verition Fund Management
Connecticut
$459K +$461K +5,891 New
ACM
1491
Advisors Capital Management
New Jersey
$458K +$39.2K +501 +9%
FIA
1492
Foundations Investment Advisors
Arizona
$457K +$16.8K +214 +4%
JCM
1493
Jacobi Capital Management
Pennsylvania
$453K -$13.5K -173 -3%
PA
1494
Probity Advisors
Texas
$451K -$95.4K -1,219 -17%
EN1L
1495
Engine No 1 LLC
California
$451K +$454K +5,798 New
BBHC
1496
Brown Brothers Harriman & Co
New York
$450K -$8.96M -114,504 -2%
ATC
1497
Adirondack Trust Company
New York
$449K
FAIM
1498
Financial Advocates Investment Management
Washington
$448K -$32.9K -420 -7%
NIA
1499
Northstar Investment Advisors
Colorado
$448K
ERIM
1500
Eagle Ridge Investment Management
Connecticut
$446K -$142K -1,818 -24%

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.