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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
ERWM
1626
Elk River Wealth Management
Colorado
$345K
MMM
1627
Mendel Money Management
Illinois
$344K -$1.96K -25 -0.6%
OWA
1628
Octavia Wealth Advisors
Ohio
$343K -$39.4K -503 -10%
AFM
1629
Andesa Financial Management
Pennsylvania
$342K +$36.8K +470 +12%
ESB
1630
Essex Savings Bank
Connecticut
$340K -$4.78K -61 -1%
BWA
1631
Bordeaux Wealth Advisors
California
$340K
JF
1632
Jump Financial
Illinois
$339K -$1.62M -20,747 -83%
BEC
1633
Blue Edge Capital
Virginia
$337K -$78 -1 -0%
MF
1634
Manchester Financial
California
$337K -$45.1K -576 -12%
SHA
1635
Seneca House Advisors
Virginia
$335K -$10.5K -134 -3%
CP
1636
Cumberland Partners
Ontario, Canada
$333K -$750K -9,580 -69%
CAGAS
1637
Capital Advisory Group Advisory Services
Minnesota
$333K -$43.2K -552 -11%
HR
1638
Howe & Rusling
New York
$333K
LAM
1639
LifePro Asset Management
California
$332K +$391 +5 +0.1%
PCA
1640
Providence Capital Advisors
North Carolina
$331K -$4.43M -56,610 -93%
WA
1641
Wealth Architects
California
$331K -$11K -141 -3%
MCA
1642
Magnolia Capital Advisors
Mississippi
$331K -$705 -9 -0.2%
Flossbach Von Storch
1643
Flossbach Von Storch
Germany
$331K
AF
1644
Apexium Financial
Texas
$331K +$78 +1 +0%
SPC
1645
Stewart & Patten Company
California
$330K -$23.5K -300 -7%
RIS
1646
Retirement Income Solutions
Michigan
$329K
EFG
1647
Everhart Financial Group
Ohio
$329K +$331K +4,225 New
PWMAG
1648
Pinnacle Wealth Management Advisory Group
New Jersey
$328K +$28.6K +365 +9%
THWM
1649
Taylor Hoffman Wealth Management
Virginia
$327K -$141K -1,805 -30%
SXL
1650
Summit X LLC
Missouri
$327K -$11.7K -150 -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.