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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
PP
1701
Patron Partners
Texas
$301K -$18.7K -239 -6%
P
1702
&Partners
Tennessee
$301K -$15.7K -200 -5%
TAM
1703
Townsend Asset Management
North Carolina
$301K +$5.4K +69 +2%
SFG
1704
Summit Financial Group
West Virginia
$298K -$1.96K -25 -0.6%
ZB
1705
Zions Bancorporation
Utah
$296K -$32K -409 -10%
OA
1706
Oxbow Advisors
Texas
$296K -$5.32K -68 -2%
EA
1707
Eclectic Associates
California
$296K
FCFC
1708
First Citizens Financial Corp
Iowa
$296K
LWAC
1709
Laurel Wealth Advisors (California)
California
$296K +$27.9K +356 +10%
PA
1710
PFG Advisors
Arizona
$294K +$7.36K +94 +3%
LB
1711
Leo Brokerage
Texas
$294K +$35.5K +453 +14%
BA
1712
Ballast Advisors
Minnesota
$293K -$13.7K -175 -4%
FFG
1713
Frisch Financial Group
New York
$293K -$8.85K -113 -3%
LWM
1714
Laidlaw Wealth Management
New York
$293K +$30.9K +395 +12%
WI
1715
WrapManager Inc
California
$291K +$10K +128 +4%
GEA
1716
Glen Eagle Advisors
New Jersey
$290K
IP
1717
Innovative Portfolios
Indiana
$290K -$6.89K -88 -2%
EGA
1718
E&G Advisors
Texas
$289K -$337K -4,310 Closed
CB
1719
Cadence Bank
Mississippi
$289K
MCM
1720
Marathon Capital Management
Maryland
$288K
RBC
1721
Roble Belko & Company
Pennsylvania
$288K
DIA
1722
Dana Investment Advisors
Wisconsin
$286K -$21.9K -280 -7%
CFO
1723
CVA Family Office
Colorado
$286K +$50.8K +649 +21%
FBB
1724
Fulton Breakefield Broenniman
Maryland
$285K +$45K +575 +19%
WAM
1725
Wakefield Asset Management
Colorado
$284K -$5.01K -64 -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.