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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
UBG
1601
United Bank (Georgia)
Georgia
$366K -$1.33M -16,981 -78%
CM
1602
Columbus Macro
Pennsylvania
$366K -$11.7K -150 -3%
CCP
1603
Cardan Capital Partners
Colorado
$365K
BI
1604
Ballast Inc
Kentucky
$363K
CWM
1605
Cornerstone Wealth Management
Missouri
$363K +$136K +1,734 +59%
EB
1606
Eastern Bank
Massachusetts
$362K -$13.8K -176 -4%
VIM
1607
Vista Investment Management
Pennsylvania
$361K -$31.2K -399 -8%
CFSG
1608
Community Financial Services Group
Vermont
$361K +$18.9K +241 +5%
GBT
1609
Grove Bank & Trust
Florida
$360K -$3.44K -44 -0.9%
B
1610
Brightworth
Georgia
$359K -$783 -10 -0.2%
SAF
1611
Smith Anglin Financial
Texas
$358K +$49.6K +634 +16%
MWPCG
1612
Measured Wealth Private Client Group
New Hampshire
$358K +$92.1K +1,176 +34%
MC
1613
Middleton & Co
Massachusetts
$355K +$6.26K +80 +2%
CWG
1614
Cornerstone Wealth Group
North Carolina
$355K +$8.14K +104 +3%
RCG
1615
Rock Creek Group
District of Columbia
$354K -$47K -601 -12%
W
1616
Wealthquest
Ohio
$353K -$15.3K -196 -4%
CBT
1617
CoreFirst Bank & Trust
Kansas
$353K
CL
1618
CSS LLC
Illinois
$350K -$39.1K -500 -10%
RAM
1619
Riggs Asset Management
Pennsylvania
$350K -$29.7K -380 -8%
HFA
1620
Hoover Financial Advisors
Pennsylvania
$350K
NL
1621
Navalign LLC
California
$350K
IA
1622
IFG Advisory
Georgia
$349K -$149K -1,898 -30%
NAM
1623
NTV Asset Management
West Virginia
$349K -$30.8K -393 -8%
EWM
1624
Evermay Wealth Management
Virginia
$348K -$783 -10 -0.2%
SEP
1625
Southland Equity Partners
Missouri
$345K -$939 -12 -0.3%

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.