We are live on ! Find out more
ORCL icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.4B -$186M -2,375,210 -1%
BlackRock
2
BlackRock
New York
$9.62B -$406M -5,186,734 -4%
State Street
3
State Street
Massachusetts
$5.8B -$151M -1,932,783 -3%
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$2.53B -$105M -1,339,632 -4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.51B -$64.3M -820,933 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.25B +$23.9M +305,595 +1%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$2.09B -$64.6M -825,178 -3%
Northern Trust
8
Northern Trust
Illinois
$2.09B -$57.5M -734,187 -3%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.48B -$108M -1,377,713 -7%
Bank of America
10
Bank of America
North Carolina
$1.45B -$61.1M -781,157 -4%
Fisher Asset Management
11
Fisher Asset Management
Washington
$1.16B +$42.2M +539,617 +4%
Norges Bank
12
Norges Bank
Norway
$1.13B -$157M -2,004,656 -12%
JP Morgan Chase
13
JP Morgan Chase
New York
$1.06B +$630M +8,048,765 +146%
AllianceBernstein
14
AllianceBernstein
Tennessee
$1.04B -$110M -1,402,318 -10%
Invesco
15
Invesco
Georgia
$975M -$29.6M -378,310 -3%
Morgan Stanley
16
Morgan Stanley
New York
$971M +$105M +1,342,602 +12%
Legal & General Group
17
Legal & General Group
United Kingdom
$965M +$16.1M +205,993 +2%
Charles Schwab
18
Charles Schwab
California
$955M -$144M -1,842,983 -13%
LP
19
Longview Partners
Guernsey
$944M -$90.1M -1,151,091 -9%
Goldman Sachs
20
Goldman Sachs
New York
$897M -$143M -1,826,324 -14%
PPA
21
Parametric Portfolio Associates
Washington
$857M +$9.26M +118,354 +1%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$843M -$38.3M -489,833 -4%
LSV Asset Management
23
LSV Asset Management
Illinois
$812M -$24.4M -311,069 -3%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$791M -$22.5M -287,163 -3%
Primecap Management
25
Primecap Management
California
$779M -$16M -204,250 -2%

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.