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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
BI
2151
Berkeley Inc
Idaho
-$205K -2,923 Closed
ACG
2152
Allen Capital Group
Nebraska
-$203K -2,894 Closed
KA
2153
Klingman & Associates
New York
-$202K -2,883 Closed
KP
2154
Keel Point
Alabama
-$202K -2,873 Closed
RWB
2155
RMR Wealth Builders
New Jersey
-$158K -2,246 Closed
RWG
2156
Regal Wealth Group
California
-$146K -2,077 Closed
NL
2157
NKCFO LLC
Illinois
-$126K -1,800 Closed
SSWG
2158
Seven Springs Wealth Group
Tennessee
-$126K -1,800 Closed
MWP
2159
Meridian Wealth Partners
Pennsylvania
-$127K -1,797 Closed
BAMG
2160
Brand Asset Management Group
Missouri
-$109K -1,550 Closed
PCM
2161
Pinz Capital Management
New York
-$105K -1,500 Closed
SWP
2162
ShoreHaven Wealth Partners
New Jersey
-$93K -1,323 Closed
GAM
2163
Grandview Asset Management
Pennsylvania
-$83K -1,183 Closed
HI
2164
Human Investing
Oregon
-$83K -1,178 Closed
SFMG
2165
Sage Financial Management Group
Virginia
-$73K -1,037 Closed
FFC
2166
Fure Financial Corporation
Minnesota
-$71K -1,019 Closed
CL
2167
COWA LLC
Oklahoma
-$75K -990 Closed
MWM
2168
Mascoma Wealth Management
New Hampshire
-$52K -736 Closed
APWM
2169
Atlas Private Wealth Management
New York
-$49K -701 Closed
DWP
2170
Destiny Wealth Partners
Florida
-$33K -471 Closed
GSAM
2171
Grant Street Asset Management
Pennsylvania
-$14K -201 Closed
WCM
2172
Wealthcare Capital Management
Virginia
-$11K -155 Closed
RF
2173
Robbins Farley
New Hampshire
-$8K -100 Closed
ED
2174
Exane Derivatives
France
-$4.98K -71 Closed
LS
2175
Leelyn Smith
Illinois
-$4K -51 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.