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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
MPMG
201
Minneapolis Portfolio Management Group
Minnesota
$38.8M +$1.16M +14,830 +3%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$38.8M
PC
203
PM Capital
Australia
$38.3M
Comerica Bank
204
Comerica Bank
Texas
$37.5M -$6.17M -78,780 -16%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$37.2M -$5.69M -72,715 -13%
HF
206
HRT Financial
New York
$36.5M +$6.73M +85,969 +22%
CS
207
Cannell & Spears
New York
$36.2M -$19M -242,683 -34%
CSIC
208
Clifford Swan Investment Counsel
California
$35.7M -$751K -9,594 -2%
SOMRS
209
State of Michigan Retirement System
Michigan
$35.5M -$61.8M -789,900 -63%
Baird Financial Group
210
Baird Financial Group
Wisconsin
$35.5M -$14.2M -181,470 -28%
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$34.9M -$394K -5,029 -1%
GC
212
Guggenheim Capital
Illinois
$34.8M -$12K -153 -0%
BCM
213
Bridgeway Capital Management
Texas
$34M -$3.72M -47,500 -10%
AB
214
Amalgamated Bank
New York
$33.4M +$24.8M +317,123 +283%
TRSOTSOK
215
Teachers Retirement System of the State of Kentucky
Kentucky
$32.8M +$1.09M +13,970 +3%
MIM
216
MetLife Investment Management
New Jersey
$32.8M -$1.63M -20,807 -5%
CGH
217
Crossmark Global Holdings
Texas
$32.3M +$3.43M +43,754 +12%
CB
218
Commerce Bank
Missouri
$32.2M -$365K -4,660 -1%
FAF
219
Första AP-fonden
Sweden
$32.1M +$1.33M +17,000 +4%
PIM
220
Perpetual Investment Management
Australia
$32M -$1.82M -23,269 -5%
DILIC
221
Dai-ichi Life Insurance Company
Japan
$32M +$18M +229,343 +126%
NIPH
222
NN Investment Partners Holdings
Netherlands
$31.8M -$1.66M -21,209 -5%
ProShare Advisors
223
ProShare Advisors
Maryland
$30.5M +$1.18M +15,132 +4%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$30.4M +$1.41M +18,061 +5%
Brown Advisory
225
Brown Advisory
Maryland
$30.3M +$2.79M +35,638 +10%

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.