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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
APW
1901
Acima Private Wealth
Virginia
$187K
APC
1902
Aspire Private Capital
North Carolina
$187K
TWA
1903
TCI Wealth Advisors
Arizona
$184K -$62.9K -804 -25%
MHR
1904
Matthew Hamilton Rosenberg
$183K +$31.2K +399 +20%
GWSG
1905
GPS Wealth Strategies Group
Colorado
$180K +$235 +3 +0.1%
LFG
1906
Larson Financial Group
Missouri
$178K +$16.4K +209 +10%
WWM
1907
Wolff Wiese Magana
California
$176K +$10.3K +131 +6%
WPA
1908
West Paces Advisors
Georgia
$175K
TFO
1909
Tarbox Family Office
California
$171K +$57.5K +735 +50%
JWA
1910
JFS Wealth Advisors
Pennsylvania
$169K
VCM
1911
Versant Capital Management
Arizona
$163K -$1.64K -21 -1%
RP
1912
Rowlandmiller & Partners
Georgia
$158K
WLPWM
1913
Walled Lake Planning & Wealth Management
Illinois
$156K +$313 +4 +0.2%
FMP
1914
Financial Management Professionals
Texas
$156K +$2.66K +34 +2%
FA
1915
Fortis Advisors
Pennsylvania
$156K +$49.8K +636 +46%
CA
1916
Crewe Advisors
Utah
$155K
TWM
1917
Tradition Wealth Management
Minnesota
$154K +$470 +6 +0.3%
AA
1918
AlphaMark Advisors
Kentucky
$153K +$78 +1 +0.1%
HCP
1919
Hexagon Capital Partners
Arkansas
$151K +$23.5K +300 +18%
EBA
1920
Eagle Bay Advisors
New York
$150K +$150K +1,910 New
SB
1921
Strategic Blueprint
Georgia
$150K +$151K +1,930 New
AA
1922
Addison Advisors
Vermont
$143K +$144K +1,834 New
VNA
1923
Valley National Advisers
Pennsylvania
$142K +$14.6K +186 +11%
TC
1924
Truvestments Capital
Florida
$140K -$11.7K -149 -8%
COCM
1925
Charter Oak Capital Management
New Hampshire
$140K +$1.17K +15 +0.8%

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.