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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
TFA
1676
Tranquilli Financial Advisor
New Jersey
$317K +$157 +2 +0%
KWMG
1677
King Wealth Management Group
Florida
$317K +$58.2K +744 +22%
AAM
1678
Autus Asset Management
Arizona
$316K -$8.38K -107 -3%
WA
1679
Waverly Advisors
Alabama
$316K -$6.89K -88 -2%
JGUA
1680
John G. Ullman & Associates
New York
$315K -$939 -12 -0.3%
RHP
1681
Royal Harbor Partners
Texas
$315K
HNW
1682
High Note Wealth
Minnesota
$314K +$8.06K +103 +3%
BDWM
1683
Brewin Dolphin Wealth Management
Ireland
$312K +$72.8K +930 +30%
JCM
1684
Jag Capital Management
Missouri
$312K +$3.13K +40 +1%
CPIA
1685
Cornell Pochily Investment Advisors
New York
$312K +$28.6K +365 +10%
GRQ
1686
Gardner Russo & Quinn
Pennsylvania
$311K
HWMG
1687
Hurlow Wealth Management Group
Indiana
$311K
SCG
1688
Sonata Capital Group
Washington
$311K
ICP
1689
Interchange Capital Partners
Pennsylvania
$307K -$687K -8,772 -69%
SAM
1690
Synergy Asset Management
Washington
$307K
Assenagon Asset Management
1691
Assenagon Asset Management
Luxembourg
$307K +$167K +2,135 +118%
GKWIM
1692
Gerber Kawasaki Wealth & Investment Management
California
$306K +$13.4K +171 +5%
DWM
1693
Defined Wealth Management
Oregon
$305K
GWAG
1694
Garrett Wealth Advisory Group
Texas
$305K +$157 +2 +0.1%
APA
1695
Allegiant Private Advisors
Florida
$305K +$28.3K +361 +10%
DS
1696
DRW Securities
Illinois
$305K +$307K +3,924 New
RFG
1697
Range Financial Group
Oregon
$303K +$305K +3,896 New
FP
1698
Financial Perspectives
Minnesota
$302K -$21M -268,795 -99%
HIC
1699
Hartline Investment Corp
Illinois
$302K
BCP
1700
Blue Chip Partners
Michigan
$302K +$626 +8 +0.2%

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.