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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
MFW
1826
Mosaic Family Wealth
Missouri
$234K +$235K +3,004 New
SCM
1827
Southport Capital Management
Tennessee
$233K -$24.5K -313 -9%
BFS
1828
Bickling Financial Services
Massachusetts
$232K -$16.4K -209 -7%
MMHP
1829
Murphy Middleton Hinkle & Parker
Georgia
$231K
FCCM
1830
First City Capital Management
Georgia
$231K +$201K +2,567 New
PWM
1831
Prentice Wealth Management
New York
$230K -$15.7K -200 -6%
QSS
1832
Quantitative Systematic Strategies
Florida
$228K -$212K -2,710 -48%
TPA
1833
Trivium Point Advisory
Connecticut
$228K -$1.17K -15 -0.5%
TCWM
1834
Total Clarity Wealth Management
Illinois
$228K
MSU
1835
Mizuho Securities USA
New York
$228K +$230K +2,932 New
BL
1836
Balentine LLC
Georgia
$227K -$29.4K -376 -11%
AC
1837
Apella Capital
Connecticut
$227K +$228K +2,915 New
MWP
1838
Madison Wealth Partners
Wisconsin
$226K +$228K +2,908 New
MGAM
1839
McGowan Group Asset Management
Texas
$225K
ASFA
1840
All Season Financial Advisors
Colorado
$225K +$226K +2,887 New
GF
1841
Gabelli Funds
New York
$224K -$5.87K -75 -3%
APW
1842
Aurora Private Wealth
New Jersey
$224K +$225K +2,878 New
AGM
1843
Alpine Global Management
New York
$223K +$225K +2,869 New
FMB
1844
Field & Main Bank
Kentucky
$222K +$31.3K +400 +16%
BWA
1845
BlueSky Wealth Advisors
North Carolina
$222K +$198K +2,525 New
ECM
1846
Estabrook Capital Management
New York
$221K -$52.4K -670 -19%
KWM
1847
Keebeck Wealth Management
Illinois
$221K +$222K +2,842 New
RA
1848
RFG Advisory
Alabama
$220K -$61K -779 -22%
GSC
1849
Ground Swell Capital
South Carolina
$220K +$221K +2,827 New
BCMO
1850
Buckingham Capital Management (Ohio)
Ohio
$220K +$222K +2,830 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.