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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
JBA
1726
Johnson Bixby & Associates
Washington
$284K
AWA
1727
ARS Wealth Advisors
Florida
$284K +$4.38K +56 +2%
BMM
1728
Buffington Mohr McNeal
Idaho
$283K
LFASL
1729
Lugano Financial Advisors SA (LFA)
Switzerland
$283K
PPP
1730
Private Portfolio Partners
New Jersey
$281K +$78 +1 +0%
CW
1731
CreativeOne Wealth
Kansas
$281K -$152K -1,945 -35%
DWM
1732
Doyle Wealth Management
Florida
$281K -$38.9K -497 -12%
DDPIC
1733
Deroy & Devereaux Private Investment Counsel
Michigan
$280K -$5.48K -70 -2%
FI
1734
Financial Insights
Washington
$280K +$28.2K +360 New
LNWTC
1735
Laird Norton Wetherby Trust Company
Washington
$279K -$61.4K -785 -18%
OWP
1736
Obermeyer Wealth Partners
Colorado
$279K +$281K +3,585 New
HC
1737
Hamilton Capital
Ohio
$278K -$93.1K -1,189 -25%
BWM
1738
BerganKDV Wealth Management
Minnesota
$278K +$78 +1 +0%
MA
1739
MCF Advisors
Kentucky
$278K +$1.02K +13 +0.4%
OPA
1740
Old Port Advisors
Maine
$276K -$5.25K -67 -2%
CWM
1741
Campbell Wealth Management
Virginia
$276K
KIM
1742
Karpus Investment Management
New York
$276K +$278K +3,550 New
VCM
1743
Vivaldi Capital Management
Illinois
$275K -$6.81K -87 -3%
NEWAS
1744
N.E.W. Advisory Services
Wisconsin
$275K +$78 +1 +0%
WCA
1745
Westover Capital Advisors
Delaware
$274K
PB
1746
Pinnacle Bancorp
Nebraska
$273K -$33.1K -423 -11%
SWM
1747
Soundmark Wealth Management
Washington
$273K +$27.4K +350 +11%
AIA
1748
Affinity Investment Advisors
California
$272K -$35.5K -453 -11%
BHA
1749
Beech Hill Advisors
New York
$272K
EGA
1750
Eagle Global Advisors
Texas
$272K

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.