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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
M
1526
MOTCO
Texas
$426K +$16.5K +211 +4%
LDFR
1527
Lehman & Derafelo Financial Resources
Pennsylvania
$425K -$29K -370 -6%
EWM
1528
Executive Wealth Management
Michigan
$425K +$28.6K +365 +7%
BOPW
1529
Brandywine Oak Private Wealth
Pennsylvania
$425K +$70.4K +899 +20%
AF
1530
Affiance Financial
Minnesota
$424K
RT
1531
Rockland Trust
Massachusetts
$423K -$33.4K -427 -7%
VCAM
1532
Van Cleef Asset Management
Ohio
$423K -$1.96K -25 -0.5%
FFA
1533
Founders Financial Alliance
North Carolina
$421K +$548 +7 +0.1%
CAM
1534
Campion Asset Management
Virginia
$420K -$157K -2,000 -27%
FPGK
1535
Financial Partners Group (Kansas)
Kansas
$420K +$422K +5,390 New
BIAS
1536
Beacon Investment Advisory Services
New Jersey
$419K -$4.85K -62 -1%
RWP
1537
RWA Wealth Partners
Massachusetts
$417K +$16.8K +214 +4%
IF
1538
Ironwood Financial
Arizona
$415K +$66.7K +852 +19%
SIM
1539
SSI Investment Management
California
$413K -$1.88K -24 -0.4%
PCM
1540
Pointe Capital Management
Michigan
$413K
SA
1541
Strategic Advisors
New York
$412K +$4.93K +63 +1%
MF
1542
Montis Financial
Massachusetts
$410K
OSNBOA
1543
Old Second National Bank of Aurora
Illinois
$409K
PFA
1544
Plotkin Financial Advisors
Maryland
$408K +$38.4K +490 +10%
CCA
1545
Childress Capital Advisors
Texas
$408K +$71.5K +914 +21%
SG
1546
StoneX Group
New York
$408K +$76.3K +975 +23%
ST
1547
Sabal Trust
Florida
$407K -$5.09K -65 -1%
IFG
1548
Independent Financial Group
California
$406K +$157 +2 +0%
PL
1549
Plancorp LLC
Missouri
$406K -$6.18K -79 -1%
AIM
1550
Aspen Investment Management
Michigan
$405K

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.