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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
SAM
1851
Sompo Asset Management
Japan
$220K +$222K +2,830 New
TSS
1852
Two Sigma Securities
New York
$219K -$144K -1,838 -40%
OWM
1853
Opes Wealth Management
California
$219K -$19.5K -249 -8%
TCOK
1854
Trust Company of Kansas
Kansas
$218K +$219K +2,795 New
AAS
1855
Annex Advisory Services
Wisconsin
$218K +$219K +2,797 New
EGM
1856
Engineers Gate Manager
New York
$217K -$581K -7,420 -73%
SCM
1857
Silvant Capital Management
Georgia
$217K
NEAM
1858
New England Asset Management
Connecticut
$216K
CBA
1859
Coastal Bridge Advisors
Connecticut
$216K +$217K +2,771 New
CHA
1860
Carmichael Hill & Associates
Maryland
$215K -$45.6K -582 -17%
IWP
1861
IAG Wealth Partners
Wisconsin
$215K
PG
1862
Patten Group
Tennessee
$215K +$216K +2,757 New
PWM
1863
PRW Wealth Management
Massachusetts
$215K +$216K +2,757 New
WDG
1864
Wealth Dimensions Group
Ohio
$214K -$11.8K -151 -5%
I
1865
INVST
Indiana
$214K +$192K +2,448 New
CFS
1866
CRA Financial Services
New Jersey
$214K +$215K +2,749 New
SMA
1867
Sage Mountain Advisors
Georgia
$213K +$214K +2,732 New
LSC
1868
Lesa Sroufe & Co
Washington
$213K +$214K +2,736 New
Connor, Clark & Lunn Investment Management (CC&L)
1869
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$212K +$213K +2,719 New
HC
1870
Hatton Consulting
Arizona
$211K +$212K +2,710 New
WFA
1871
Wade Financial Advisory
California
$211K +$212K +2,710 New
MIH
1872
Meitav Investment House
Israel
$211K +$212K +2,713 New
BSB
1873
Bangor Savings Bank
Maine
$210K +$211K +2,693 New
CC
1874
Constitution Capital
Connecticut
$210K +$211K +2,700 New
BFC
1875
Blue Fin Capital
Rhode Island
$210K +$212K +2,709 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.