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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
F
1876
F3Logic
Minnesota
$209K +$210K +2,688 New
FFG
1877
Ford Financial Group
California
$208K +$209K +2,673 New
AFAS
1878
Acorn Financial Advisory Services
Virginia
$208K +$209K +2,675 New
FWM
1879
Foresight Wealth Management
Utah
$208K +$209K +2,675 New
SL
1880
SWMG LLC
Texas
$207K -$55.1K -704 -21%
PCMK
1881
Paragon Capital Management (Kansas)
Kansas
$207K +$208K +2,663 New
BWM
1882
Buckley Wealth Management
Nevada
$206K +$207K +2,645 New
DPI
1883
Diversified Portfolios Inc
Michigan
$205K -$126K -1,616 -38%
GI
1884
Glovista Investments
New Jersey
$204K -$79.7K -1,018 -28%
HA
1885
HYA Advisors
Missouri
$203K +$204K +2,604 New
AWP
1886
Ascent Wealth Partners
New York
$203K +$204K +2,610 New
SIM
1887
Stratos Investment Management
Ohio
$202K +$203K +2,588 New
CCM
1888
Carlson Capital Management
Minnesota
$202K +$203K +2,593 New
WCG
1889
Weaver Consulting Group
California
$202K +$203K +2,598 New
WGAM
1890
Wilkinson Global Asset Management
New York
$202K +$204K +2,600 New
LWM
1891
Lyell Wealth Management
California
$200K +$201K +2,565 New
LJHT
1892
Laurie J. Hall Trustee
$199K -$19.6K -250 -9%
HWA
1893
HHM Wealth Advisors
Tennessee
$199K
AWM
1894
AllSquare Wealth Management
New York
$198K
DFCM
1895
Dark Forest Capital Management
Puerto Rico
$198K +$199K +2,543 New
SC
1896
Sierra Capital
Florida
$196K
TH
1897
TCTC Holdings
Texas
$192K
PH
1898
Pinnacle Holdings
Oklahoma
$191K
WFA
1899
West Financial Advisors
Iowa
$190K -$305K -3,900 -62%
BAM
1900
Bellevue Asset Management
Washington
$187K -$15.9K -203 -8%

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.