We are live on ! Find out more
ORCL icon

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
MHIC
1801
Marble Harbor Investment Counsel
Massachusetts
$245K -$7.83K -100 -3%
COI
1802
Connable Office Inc
Michigan
$245K
SAA
1803
Southeast Asset Advisors
Georgia
$245K +$78 +1 +0%
DOA
1804
D'Orazio & Associates
Virginia
$243K
GFPC
1805
Global Financial Private Client
Florida
$243K
SAM
1806
Summit Asset Management
Tennessee
$242K -$29.4K -375 -11%
BA
1807
Bluesphere Advisors
Pennsylvania
$242K
BFA
1808
Brendel Financial Advisors
New Hampshire
$242K
AIC
1809
Archer Investment Corporation
Indiana
$241K
AWM
1810
Aries Wealth Management
Maine
$241K -$125K -1,596 -34%
IIM
1811
InTrack Investment Management
Vermont
$241K -$23.5K -300 -9%
DBG
1812
De Burlo Group
Massachusetts
$241K
IA
1813
Insight Advisors
Pennsylvania
$240K -$87.9K -1,123 -29%
FRA
1814
Front Row Advisors
California
$239K -$5.71K -73 -3%
CAM
1815
Congress Asset Management
Massachusetts
$239K +$2.11K +27 +0.9%
CCM
1816
Condor Capital Management
New Jersey
$238K
AFG
1817
Allegheny Financial Group
Pennsylvania
$238K +$239K +3,059 New
IIC
1818
Ironwood Investment Counsel
Arizona
$237K -$108K -1,385 -31%
DE
1819
Day & Ennis
Georgia
$235K -$7.12K -91 -3%
GFP
1820
Gryphon Financial Partners
Ohio
$235K +$18.9K +242 +8%
NCM
1821
Northwest Capital Management
Oregon
$235K +$211K +2,700 New
WMP
1822
Wealth Management Partners
Arizona
$235K +$236K +3,021 New
VA
1823
Valmark Advisers
Ohio
$234K -$1.41K -18 -0.6%
AAM
1824
AR Asset Management
California
$234K
BIM
1825
Baldwin Investment Management
Pennsylvania
$234K

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.