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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
EIP
2026
Ellis Investment Partners
Pennsylvania
$31K -$1.88K -24 -6%
CPA
2027
Cowen Prime Advisors
New York
$31K
ICM
2028
Islay Capital Management
Texas
$31K
BAM
2029
Baldrige Asset Management
Pennsylvania
$28K +$28.2K +360 New
EWA
2030
Evolution Wealth Advisors
Florida
$27K -$3.29K -42 -11%
PAI
2031
Pittenger & Anderson Inc
Nebraska
$27K
ONST
2032
Old North State Trust
North Carolina
$27K +$15.7K +200 +133%
M1FG
2033
Mach-1 Financial Group
Arkansas
$26K
AWM
2034
Accel Wealth Management
Iowa
$23K
HS
2035
Horan Securities
United States
$23K
OAJ
2036
Ogorek Anthony Joseph
New York
$23K
JWM
2037
Janiczek Wealth Management
Colorado
$23K +$15.2K +194 +200%
FAM
2038
Fred Alger Management
New York
$23K +$23.2K +296 New
FI
2039
FormulaFolio Investments
Michigan
$22K
JWBC
2040
John W. Brooker & Co
California
$21K
SC
2041
Steph & Co
Wisconsin
$21K
SA
2042
SRH Advisors
Kansas
$20K
GWMIA
2043
Global Wealth Management Investment Advisory
Florida
$19K -$11.7K -150 -38%
CWA
2044
Clearview Wealth Advisors
Oregon
$19K
FNBOSM
2045
First National Bank of South Miami
Florida
$19K
FEG
2046
Financial Enhancement Group
Indiana
$18K -$5.17K -66 -22%
IAS
2047
IMA Advisory Services
Colorado
$18K
HWM
2048
Holloway Wealth Management
Florida
$17K
APWA
2049
Atlas Private Wealth Advisors
New Jersey
$17K +$1.17K +15 +7%
LWA
2050
Lowe Wealth Advisors
Maryland
$16K

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.