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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
SWM
2051
Selective Wealth Management
Virginia
$16K
HH
2052
HWG Holdings
Texas
$16K +$15.7K +200 New
AW
2053
Alaethes Wealth
Nevada
$16K +$16.4K +210 New
PWP
2054
Personal Wealth Partners
Minnesota
$16K +$16.4K +210 New
PP
2055
Pacifica Partners
Canada
$13K -$1.06M -13,510 -99%
HWM
2056
HighMark Wealth Management
Minnesota
$13K
MFA
2057
McClarren Financial Advisors
Pennsylvania
$13K +$78 +1 +0.6%
AFS
2058
Annapolis Financial Services
Maryland
$11K
PA
2059
Perennial Advisors
New York
$11K
FWM
2060
FFT Wealth Management
Pennsylvania
$11K +$11.4K +146 New
SIS
2061
Sound Income Strategies
Florida
$10K -$39.4K -503 -80%
CP
2062
Corbenic Partners
Pennsylvania
$10K -$10.2K -130 -50%
HWMA
2063
Heritage Wealth Management (Arizona)
Arizona
$10K -$5.09K -65 -34%
BA
2064
Bellwether Advisors
Nebraska
$10K
CPWM
2065
Cypress Point Wealth Management
Texas
$10K
DWMG
2066
DB Wealth Management Group
California
$10K
TLFA
2067
True Link Financial Advisors
California
$10K +$9.63K +123 New
GC
2068
Globeflex Capital
California
$9K
IP
2069
Isthmus Partners
Wisconsin
$9K +$8.85K +113 New
CAM
2070
ClariVest Asset Management
California
$8K -$5.32K -68 -40%
NC
2071
NewSquare Capital
Pennsylvania
$8K
IPW
2072
IronBridge Private Wealth
Texas
$8K +$7.83K +100 New
MS
2073
Mizuho Securities
Japan
$7K -$108K -1,376 -94%
RDFA
2074
Ritter Daniher Financial Advisory
Ohio
$7K
FIA
2075
FNY Investment Advisers
New York
$7K +$7.83K +100 New

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.