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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
TC
1951
Tacita Capital
Ontario, Canada
$106K
TFGT
1952
TS Financial Group (TSFG)
Illinois
$106K
TC
1953
Trust Company
Kansas
$104K -$393K -5,016 -79%
WWMSC
1954
Wagner Wealth Management (South Carolina)
South Carolina
$104K +$78 +1 +0.1%
CFFP
1955
Center for Financial Planning
Michigan
$103K -$2.35K -30 -2%
FCA
1956
FinTrust Capital Advisors
South Carolina
$101K -$48.9K -625 -32%
SSC
1957
Syverson Strege & Co
Iowa
$101K +$391 +5 +0.4%
1IA
1958
1834 Investment Advisors
Wisconsin
$100K -$25K -320 -20%
CYG
1959
Clean Yield Group
Vermont
$98K +$98.9K +1,263 New
ACM
1960
AUA Capital Management
Pennsylvania
$97K
HC
1961
Hoese & Co
Minnesota
$97K
NFSG
1962
Newbridge Financial Services Group
Florida
$97K +$65.4K +836 +205%
BIMC
1963
Benson Investment Management Company
Virginia
$97K +$97.1K +1,240 New
DAC
1964
Dividend Assets Capital
South Carolina
$96K +$35.1K +449 +58%
WAM
1965
Wolverine Asset Management
Illinois
$96K +$97.5K +1,245 New
AFIA
1966
America First Investment Advisors
Nebraska
$90K
POIA
1967
Pin Oak Investment Advisors
Texas
$87K
KPCM
1968
Kings Point Capital Management
New York
$87K +$4.46K +57 +5%
FCM
1969
Firestone Capital Management
Florida
$86K
SC
1970
Solstein Capital
California
$83K
CWM
1971
Cranbrook Wealth Management
Michigan
$82K
CWC
1972
Carolinas Wealth Consulting
North Carolina
$80K -$15.7K -200 -16%
TFIPS
1973
Towarzystwo Funduszy Inwestycyjnych PZU SA
$79.4K
EIM
1974
Essex Investment Management
Massachusetts
$78K
FGAM
1975
Financial Gravity Asset Management
Texas
$78K

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.