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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
SFP
1751
Shepherd Financial Partners
Massachusetts
$272K +$46.9K +599 +21%
PWMG
1752
Pinnacle Wealth Management Group
Michigan
$272K +$274K +3,496 New
CAC
1753
Certified Advisory Corp
Florida
$271K -$62.3K -796 -19%
CWA
1754
Clarity Wealth Advisors
California
$271K -$1.25K -16 -0.5%
Members Trust
1755
Members Trust
Florida
$271K
VWA
1756
Visionary Wealth Advisors
Illinois
$270K -$49.8K -636 -16%
RW
1757
REDW Wealth
New Mexico
$269K +$15.7K +200 +6%
MSFS
1758
Main Street Financial Solutions
Pennsylvania
$267K +$9.47K +121 +4%
RWA
1759
RGT Wealth Advisors
Texas
$266K -$70.5K -900 -21%
VWM
1760
Vigilare Wealth Management
Arizona
$266K
WCM
1761
Windsor Capital Management
Arizona
$265K +$391 +5 +0.1%
RWM
1762
RKL Wealth Management
Pennsylvania
$264K +$7.75K +99 +3%
OCPWS
1763
One Charles Private Wealth Services
Massachusetts
$264K +$266K +3,392 New
GSIS
1764
Global Strategic Investment Solutions
Arizona
$263K +$264K +3,373 New
SBL
1765
Sargent Bickham Lagudis
Colorado
$262K +$12.5K +160 +5%
LRIA
1766
Leonard Rickey Investment Advisors
Washington
$262K +$226K +2,891 New
WQ
1767
Wealth Quarterback
New Jersey
$262K +$263K +3,366 New
BWA
1768
Burt Wealth Advisors
Maryland
$261K
ICM
1769
IMS Capital Management
Oregon
$260K -$103K -1,315 -28%
HI
1770
Hudock Inc
Pennsylvania
$260K -$12.4K -158 -5%
WCF
1771
West Coast Financial
California
$260K +$1.72K +22 +0.7%
EI
1772
Ellevest Inc
New York
$259K +$243K +3,110 +1,407%
SDH
1773
Sloy Dahl & Holst
Washington
$258K -$29.4K -375 -10%
GHAM
1774
Gilman Hill Asset Management
Connecticut
$258K +$259K +3,311 New
MWM
1775
Merriman Wealth Management
Washington
$258K +$260K +3,319 New

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.