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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
EBSAM
1926
Eubel Brady & Suttman Asset Management
Ohio
$139K -$155K -1,982 -50%
JGIA
1927
Jackson Grant Investment Advisers
Connecticut
$137K +$3.52K +45 +3%
CSPIA
1928
Cary Street Partners Investment Advisory
Virginia
$137K +$31.4K +401 +30%
GI
1929
Gradient Investments
Minnesota
$136K +$4.15K +53 +3%
SWG
1930
Summit Wealth Group
Vermont
$135K
TAIM
1931
TD Ameritrade Investment Management
Nebraska
$135K +$7.36K +94 +6%
FPB
1932
First PREMIER Bank
South Dakota
$134K +$24.4K +312 +22%
PFA
1933
Professional Financial Advisors
Nebraska
$127K +$548 +7 +0.4%
PCFFS
1934
Pacific Center for Financial Services
California
$126K
SFSIG
1935
San Francisco Sentry Investment Group
California
$125K
JPLA
1936
Joseph P. Lucia & Associates
New York
$124K
LWCFA
1937
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$123K +$124K +1,583 New
Marshall Wace
1938
Marshall Wace
United Kingdom
$122K -$44M -561,875 -100%
SWM
1939
Sugarloaf Wealth Management
Georgia
$122K +$78 +1 +0.1%
JSAM
1940
J. Safra Asset Management
New York
$121K
RDWM
1941
Red Door Wealth Management
Tennessee
$121K +$122K +1,555 New
MRCM
1942
M&R Capital Management
New Jersey
$120K
WIM
1943
Westside Investment Management
California
$118K -$300K -3,829 -16%
PSB
1944
Piscataqua Savings Bank
New Hampshire
$118K -$9.86K -126 -8%
BEI
1945
Benjamin Edwards Inc
Missouri
$118K +$7.2K +92 +6%
NOI
1946
Newton One Investments
Delaware
$116K +$470 +6 +0.4%
VCM
1947
Vigilant Capital Management
Maine
$111K +$11K +140 +11%
AIM
1948
Acropolis Investment Management
Missouri
$109K +$110K +1,404 New
SN
1949
Sittner & Nelson
Oregon
$108K
TF
1950
TimeScale Financial
Massachusetts
$108K +$8.22K +105 +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.