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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
EWM
1976
Elmwood Wealth Management
California
$77K
RIM
1977
Rockbridge Investment Management
New York
$77K +$78 +1 +0.1%
AAP
1978
Arax Advisory Partners
Colorado
$76K +$76.2K +973 New
FFA
1979
Freedman Financial Associates
Massachusetts
$73K
BDS
1980
Banco de Sabadell
Florida
$71K -$301K -3,850 -81%
HDIM
1981
Hanson & Doremus Investment Management
Vermont
$70K -$11.4K -146 -11%
HCM
1982
Huber Capital Management
California
$70K
JIR
1983
James Investment Research
Ohio
$70K
AS
1984
Altshuler Shaham
Israel
$70K +$70.2K +897 New
Nisa Investment Advisors
1985
Nisa Investment Advisors
Missouri
$68.8K -$11.2M -142,723 -14%
EWM
1986
Edge Wealth Management
New York
$68K
MCM
1987
MV Capital Management
Maryland
$67K +$28.8K +368 +75%
EARNEST Partners
1988
EARNEST Partners
Georgia
$65K
AWM
1989
Activest Wealth Management
Florida
$65K +$78 +1 +0.1%
CP
1990
Castleview Partners
Texas
$64K +$64.3K +821 New
VC
1991
Vestor Capital
Illinois
$63K -$22.3K -285 -26%
CH
1992
Canton Hathaway
Rhode Island
$62K
TI
1993
Truehand Inc
New Hampshire
$62K
TLCM
1994
Twin Lakes Capital Management
California
$62K
SCA
1995
Stuart Chaussee & Associates
California
$62K +$62.6K +800 New
RTC
1996
Riverview Trust Company
Washington
$60K
CWAF
1997
Core Wealth Advisors (Florida)
Florida
$58K -$2.82K -36 -5%
SFP
1998
Sterling Financial Planning
New Jersey
$58K
CWM
1999
Cedar Wealth Management
California
$55K -$19K -243 -26%
GCM
2000
Gables Capital Management
Florida
$55K

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.