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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
FPCP
1501
Fort Point Capital Partners
California
$445K -$12.5K -160 -3%
HHGA
1502
Halbert Hargrove Global Advisors
California
$445K +$40.2K +514 +10%
CFA
1503
CWS Financial Advisors
Michigan
$442K
PCM
1504
Penserra Capital Management
California
$442K +$74.7K +954 +20%
T
1505
TOBAM
France
$441K -$40.1K -512 -8%
BI
1506
Blooom Inc
Kansas
$440K +$157 +2 +0.3%
OIM
1507
Orca Investment Management
Oregon
$439K -$90.6K -1,158 -17%
LCM
1508
LVM Capital Management
Michigan
$439K -$5.87K -75 -1%
AP
1509
Appleton Partners
Massachusetts
$439K -$5.4K -69 -1%
RZH
1510
Relyea Zuckerberg Hanson
Connecticut
$438K -$25.4K -324 -5%
PWM
1511
Paulson Wealth Management
Illinois
$435K -$8.77K -112 -2%
WP
1512
WealthShield Partners
North Carolina
$434K -$8.3K -106 -2%
FHC
1513
First Heartland Consultants
Missouri
$434K +$5.4K +69 +1%
DA
1514
DSC Advisors
Illinois
$432K -$314K -4,005 -42%
AA
1515
Alesco Advisors
New York
$432K
RCM
1516
Radnor Capital Management
Pennsylvania
$430K
AWM
1517
Aberdeen Wealth Management
Illinois
$430K +$78 +1 +0%
EHC
1518
Everett Harris & Co
California
$429K
WI
1519
WBI Investments
New Jersey
$429K +$432K +5,516 New
CWS
1520
Cypress Wealth Services
California
$428K -$32.3K -413 -7%
BEAM
1521
Baker Ellis Asset Management
Washington
$428K -$7.83K -100 -2%
DA
1522
Denali Advisors
California
$428K +$297K +3,800 +224%
BFIM
1523
Beese Fulmer Investment Management
Ohio
$427K
BA
1524
Bridge Advisory
California
$426K
RWMH
1525
Riverpoint Wealth Management Holdings
Illinois
$426K +$1.72K +22 +0.4%

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.