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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
LPWM
2076
Lake Point Wealth Management
Texas
$6K +$5.87K +75 New
LIM
2077
Longfellow Investment Management
Massachusetts
$5K -$860K -10,991 -100%
CFN
2078
Cordasco Financial Network
Florida
$5K -$70.5K -900 -93%
ST
2079
Sageworth Trust
Pennsylvania
$5K -$33.7K -430 -88%
RG
2080
Retirement Group
California
$5K +$1.57K +20 +41%
NWM
2081
Navigation Wealth Management
Colorado
$5K +$5.25K +67 New
PCH
2082
Polar Capital Holdings
United Kingdom
$4.5K
MFT
2083
Moisand Fitzgerald Tamayo
Florida
$4K
TFM
2084
TFC Financial Management
Massachusetts
$4K
TWP
2085
TFO Wealth Partners
Ohio
$4K
GA
2086
GoalVest Advisory
New York
$4K +$3.76K +48 New
H
2087
HoyleCohen
California
$3.87K -$408K -5,218 -10%
Parallax Volatility Advisers
2088
Parallax Volatility Advisers
California
$3K -$645K -8,242 -100%
CWA
2089
Carolina Wealth Advisors
South Carolina
$3K -$10.4K -133 -77%
JAM
2090
JCIC Asset Management
Ontario, Canada
$3K
WAS
2091
Winch Advisory Services
Wisconsin
$3K
LWA
2092
Lenox Wealth Advisors
New York
$2K
MF
2093
Magnetar Financial
Illinois
$1.44K +$1.45M +18,499 New
KJHP
2094
K.J. Harrison & Partners
Ontario, Canada
$1.18K -$536K -6,850 -31%
LAS
2095
Lloyd Advisory Services
Georgia
$1K -$16K -205 -92%
HCM
2096
Highlander Capital Management
New Jersey
$1K
AW
2097
Avion Wealth
Texas
$1K +$1.1K +14 New
WA
2098
Waddell & Associates
Tennessee
$534 +$537K +6,861 New
MA
2099
MBA Advisors
Pennsylvania
$234
WRCM
2100
Whale Rock Capital Management
Massachusetts
-$364M -5,189,215 Closed

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.