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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
CIPU
151
Caledonia Investments plc (UK)
United Kingdom
$72.7M -$1.49M -19,000 -2%
HighTower Advisors
152
HighTower Advisors
Illinois
$70.2M +$1.97M +25,184 +3%
GLA
153
Great Lakes Advisors
Illinois
$69.8M +$899K +11,487 +1%
Skandinaviska Enskilda Banken (SEB)
154
Skandinaviska Enskilda Banken (SEB)
Sweden
$69.5M -$9.11M -116,360 -12%
M&T Bank
155
M&T Bank
New York
$68.8M -$1.5M -19,121 -2%
LBA
156
Letko, Brosseau & Associates
Quebec, Canada
$67.6M -$1.88M -24,000 -3%
SAM
157
Silvercrest Asset Management
New York
$67.6M +$338K +4,320 +0.5%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$66.8M -$9.95M -127,049 -13%
Millennium Management
159
Millennium Management
New York
$66.7M -$68.3M -872,674 -50%
AssetMark Inc
160
AssetMark Inc
California
$66.5M +$65.2M +832,796 +3,921%
UCFA
161
United Capital Financial Advisors
Texas
$65.8M +$50K +639 +0.1%
ACI
162
AMP Capital Investors
Australia
$63.9M +$4.49M +57,315 +8%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$63.1M +$7.62M +97,407 +14%
MU
164
Mirova US
Massachusetts
$62.6M +$6.95M +88,764 +12%
MNG
165
Manning & Napier Group
New York
$62.3M +$17.9M +228,881 +40%
VOYA Investment Management
166
VOYA Investment Management
Georgia
$61.4M -$5.76M -73,560 -9%
MIS
167
Morningstar Investment Services
Illinois
$59.9M +$161K +2,058 +0.3%
JMPWA
168
JP Morgan Private Wealth Advisors
California
$59.6M +$1.22M +15,558 +2%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$59.3M -$4.33M -55,356 -7%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$59.1M -$3.83M -48,910 -6%
BAIA
171
Bel Air Investment Advisors
California
$58.7M -$3.5M -44,656 -6%
Fidelity International
172
Fidelity International
Bermuda
$56.3M -$314M -4,008,719 -85%
CCM
173
Causeway Capital Management
California
$55.8M -$15.8M -202,120 -22%
State of Tennessee, Department of Treasury
174
State of Tennessee, Department of Treasury
Tennessee
$55.5M -$17.8M -226,905 -24%
VPI
175
Value Partners Investments
Manitoba, Canada
$55.3M +$135K +1,727 +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.