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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
RM
1551
Resource Management
Louisiana
$405K
GC
1552
Garde Capital
Washington
$405K +$2.74K +35 +0.7%
EH
1553
Equitable Holdings
New York
$405K +$21.8K +278 +6%
CWM
1554
Concentrum Wealth Management
California
$403K
MCWS
1555
McKinley Carter Wealth Services
West Virginia
$402K -$3.76K -48 -0.9%
KCM
1556
Kornitzer Capital Management
Kansas
$400K -$7.83K -100 -2%
GP
1557
Girard Partners
Pennsylvania
$400K +$51.8K +662 +15%
HIMC
1558
Heritage Investors Management Corp
Maryland
$399K -$84.4K -1,078 -17%
NCM
1559
Novare Capital Management
North Carolina
$399K +$151K +1,926 +60%
SOW
1560
State of Wyoming
Wyoming
$398K +$253K +3,236 +172%
CAM
1561
Cidel Asset Management
Ontario, Canada
$397K
GA
1562
Geller Advisors
New York
$397K +$78 +1 +0%
TNA
1563
True North Advisors
Texas
$395K +$4.3K +55 +1%
SGK
1564
Steigerwald Gordon & Koch
Virginia
$394K +$2.66K +34 +0.7%
FMW
1565
Farr Miller & Washington
District of Columbia
$392K
PCG
1566
Private Capital Group
Connecticut
$392K +$13.3K +170 +3%
Credit Agricole
1567
Credit Agricole
France
$392K +$126K +1,612 +47%
CA
1568
Claro Advisors
Massachusetts
$391K +$9.71K +124 +3%
WWM
1569
Windsor Wealth Management
Indiana
$388K -$94.7K -1,210 -20%
KFS
1570
Kurt F. Somerville
$387K -$78.3K -1,000 -17%
WWM
1571
Western Wealth Management
Colorado
$387K +$115K +1,471 +42%
BO
1572
Bank OZK
Arkansas
$384K -$55.7K -712 -13%
LFF
1573
Level Four Financial
Texas
$384K -$157 -2 -0%
CAM
1574
Claret Asset Management
Quebec, Canada
$383K -$23.5K -300 -6%
RP
1575
Riverbridge Partners
Minnesota
$383K -$1.8K -23 -0.5%

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.