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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
WorldQuant Millennium Advisors
1776
WorldQuant Millennium Advisors
New York
$257K -$18.3M -233,146 -99%
MCM
1777
Monarch Capital Management
Indiana
$257K -$15.7K -200 -6%
WIC
1778
Wilkins Investment Counsel
Massachusetts
$257K
MLFP
1779
MPS Loria Financial Planners
Illinois
$257K +$39.7K +507 +18%
SWA
1780
Sax Wealth Advisors
New Jersey
$256K -$42.7K -545 -14%
NFC
1781
Northeast Financial Consultants
Connecticut
$256K
ME
1782
McIlrath & Eck
Washington
$256K +$1.96K +25 +0.8%
KF
1783
Krilogy Financial
Missouri
$256K +$6.26K +80 +2%
LF
1784
Lantz Financial
Illinois
$256K +$9.71K +124 +4%
MS
1785
Maven Securities
Jersey
$256K +$257K +3,285 New
PAMG
1786
Patton Albertson Miller Group
Tennessee
$255K -$8.69K -111 -3%
MS
1787
Madden Securities
Texas
$255K
WCM
1788
Wedge Capital Management
North Carolina
$254K -$70.5M -900,671 -100%
WSC
1789
Wellington Shields & Co
New York
$254K
MM
1790
Meridian Management
Arkansas
$253K -$3.52K -45 -1%
RIA
1791
Realta Investment Advisors
Delaware
$253K +$20.1K +257 +9%
SFPG
1792
Stonebridge Financial Planning Group
Florida
$253K +$181K +2,310 +385%
HFA
1793
HC Financial Advisors
California
$250K
PCA
1794
Peddock Capital Advisors
Massachusetts
$249K -$30.5K -390 -12%
SAM
1795
Secure Asset Management
Michigan
$249K +$157 +2 +0.1%
RQS
1796
Ramsey Quantitative Systems
Kentucky
$249K +$250K +3,200 New
STC
1797
Sarah T. Connolly
$249K +$250K +3,200 New
KFP
1798
KB Financial Partners
New Jersey
$248K -$59.6K -761 -19%
FBT
1799
First Bank & Trust
South Dakota
$248K -$4.7K -60 -2%
ZAM
1800
Zevin Asset Management
Massachusetts
$246K -$47K -600 -16%

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.