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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
BCM
1651
BTC Capital Management
Iowa
$327K
CCC
1652
Crescent Capital Consulting
Louisiana
$327K
HWA
1653
Heartwood Wealth Advisors
Virginia
$326K
CIAS
1654
Capital Investment Advisory Services
North Carolina
$326K +$313 +4 +0.1%
WDA
1655
Wendell David Associates
New Hampshire
$326K +$7.83K +100 +2%
CG
1656
Corundum Group
Colorado
$325K -$16.9K -216 -5%
IFG
1657
Investors Financial Group
Minnesota
$325K +$157 +2 +0%
TWM
1658
TriaGen Wealth Management
California
$324K -$7.83K -100 -3%
AL
1659
ADE LLC
Maryland
$324K
HFG
1660
Heron Financial Group
New York
$324K
PA
1661
Parkside Advisors
California
$324K
DWM
1662
Destination Wealth Management
California
$324K +$61.8K +790 +23%
ZCM
1663
Ziegler Capital Management
Illinois
$323K -$9.47K -121 -3%
GJCM
1664
Grand Jean Capital Management
California
$323K
SDWIA
1665
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$322K
PHAM
1666
Palisades Hudson Asset Management
Florida
$321K
BB
1667
Bell Bank
North Dakota
$320K -$2.19K -28 -0.7%
S
1668
SimplyRich
California
$320K
AIP
1669
Almanack Investment Partners
Pennsylvania
$319K -$77.2K -986 -19%
NFG
1670
Next Financial Group
Texas
$319K +$2.66K +34 +0.8%
CCA
1671
Column Capital Advisors
Indiana
$319K +$24.7K +315 +8%
WAG
1672
Winthrop Advisory Group
Massachusetts
$318K -$1.72K -22 -0.5%
FFC
1673
First Financial Corp
Indiana
$318K
WI
1674
Wedgewood Investors
Pennsylvania
$318K
HFA
1675
High Falls Advisors
New York
$317K +$78 +1 +0%

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.