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Oracle

1,804 hedge funds and large institutions have $99.1B invested in Oracle in 2019 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 516 increasing their positions, 900 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 102

12% more capital invested

Capital invested by funds: $88.2B → $99.1B (+$10.9B)

2% more funds holding

Funds holding: 1,7711,804 (+33)

0.84% less ownership

Funds ownership: 54.92%54.08% (-0.84%)

11% less call options, than puts

Call options by funds: $820M | Put options by funds: $923M

18% less funds holding in top 10

Funds holding in top 10: 8469 (-15)

43% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 900

Holders
1,804
Holders Change
+33
Holders Change %
+1.86%
% of All Funds
39.04%
Holding in Top 10
69
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.86%
% of All Funds
1.49%
New
154
Increased
516
Reduced
900
Closed
102
Calls
$820M
Puts
$923M
Net Calls
-$103M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$32.3M +$357K +7,003 +1%
CIM
227
Confluence Investment Management
Missouri
$32.1M +$1.12M +21,970 +4%
VDI
228
Vaughan David Investments
Illinois
$31.8M -$582K -11,426 -2%
Mawer Investment Management
229
Mawer Investment Management
Alberta, Canada
$31.7M -$63.4M -1,243,502 -68%
AT
230
AMF Tjänstepension
Sweden
$31.3M -$80.3M -1,576,447 -73%
DG
231
Delek Group
Israel
$31.1M +$1.95M +38,291 +7%
Comerica Bank
232
Comerica Bank
Texas
$30.9M -$904K -17,744 -3%
SCP
233
Seizert Capital Partners
Michigan
$30.6M +$55.3K +1,086 +0.2%
LPL Financial
234
LPL Financial
California
$30.1M +$1.45M +28,504 +5%
SCM
235
Sterling Capital Management
North Carolina
$29.9M +$12.2M +240,210 +76%
CI
236
Cambiar Investors
Colorado
$29.8M -$25.3M -497,465 -47%
ERSOT
237
Employees Retirement System of Texas
Texas
$28.8M -$2.54M -49,860 -9%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$28.7M +$16.4M +322,123 +152%
RG
239
Renaissance Group
Kentucky
$28.4M -$1.78M -34,960 -6%
PI
240
PineBridge Investments
New York
$28.4M +$19.2M +377,098 +250%
LCP
241
LGT Capital Partners
Switzerland
$28.3M -$18.5M -363,570 -41%
RJFSA
242
Raymond James Financial Services Advisors
Florida
$28.2M +$498K +9,769 +2%
DZ Bank
243
DZ Bank
Germany
$28M -$8.2M -160,916 -24%
SAM
244
Shell Asset Management
Netherlands
$27.9M -$2.95M -57,935 -10%
ZIG
245
Zurich Insurance Group
Switzerland
$27.8M -$1.64M -32,096 -6%
OA
246
Oak Associates
Ohio
$27.7M +$102K +2,001 +0.4%
CTB
247
Country Trust Bank
Illinois
$27.6M -$7.04M -138,165 -21%
FPA
248
First Pacific Advisors
California
$27.5M -$172M -3,385,462 -87%
FCM
249
Flinton Capital Management
Pennsylvania
$27.2M -$3.29M -64,600 -11%
XK
250
Xact Kapitalforvaltning
Sweden
$27M -$3.18M -62,444 -11%

ORCL Hedge Fund Activity: Q1 2019 in Review

1,804 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2019, worth a combined $99.1B — up 12% from $88.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new ORCL positions and 102 closed out — a net gain of 52 holders — while 516 added to existing stakes and 900 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $242M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $340M sold.

  • 1,804 institutional investors held Oracle (ORCL) as of Q1 2019, up from 1,771 in Q4 2018.
  • Funds reported $99.1B of Oracle stock for Q1 2019, up 12% quarter-over-quarter.
  • 154 funds opened new Oracle positions in Q1 2019 and 102 closed out, a net change of +52 holders.
  • The largest Oracle buyer in Q1 2019 was Geode Capital Management, an estimated $242M added.
  • The largest Oracle seller in Q1 2019 was Veritas Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2019.