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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
AIM
251
Avity Investment Management
Connecticut
$26.8M -$569K -11,165 -2%
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$26.7M -$24.7M -485,458 -49%
TPSF
253
Texas Permanent School Fund
Texas
$26.6M -$856K -16,804 -3%
AGA
254
Altrinsic Global Advisors
Connecticut
$26.5M -$15.4M -301,634 -38%
CB
255
Commerce Bank
Missouri
$26.5M +$12.1K +238 +0%
GC
256
Guggenheim Capital
Illinois
$26.4M -$148K -2,906 -0.6%
ASRS
257
Arizona State Retirement System
Arizona
$26.3M -$1.76M -34,500 -7%
TAM
258
Tocqueville Asset Management
New York
$26.2M -$1.32M -25,909 -5%
ProShare Advisors
259
ProShare Advisors
Maryland
$26.1M -$2.05M -40,186 -8%
BNP Paribas Asset Management
260
BNP Paribas Asset Management
France
$26M -$692K -13,579 -3%
DWM
261
Destination Wealth Management
California
$25.9M -$549K -10,775 -2%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$25.8M -$3.92M -77,002 -14%
SCM
263
Snow Capital Management
Pennsylvania
$25.7M -$3.12M -61,285 -11%
SW
264
SVB Wealth
Massachusetts
$25.5M -$6.86M -134,699 -22%
KA
265
KLCM Advisors
Wisconsin
$25.5M -$313K -6,141 -1%
Commonwealth Equity Services
266
Commonwealth Equity Services
Massachusetts
$25M -$1.18M -23,168 -5%
GTP
267
Global Thematic Partners
New York
$24.9M -$173K -3,405 -0.7%
URS
268
Utah Retirement Systems
Utah
$24.5M -$2.85M -55,849 -11%
BC
269
Bartlett & Co
Ohio
$24.4M -$746K -14,650 -3%
BCWM
270
Bartlett & Co Wealth Management
Ohio
$24.4M -$746K -14,650 -3%
CSIC
271
Clifford Swan Investment Counsel
California
$23.9M -$639K -12,545 -3%
HIMCH
272
Hartford Investment Management Co (HIMCO)
Connecticut
$23.2M +$3.96M +77,765 +22%
CBOA
273
Commonwealth Bank of Australia
Australia
$22.9M -$1.21M -23,700 -5%
JLBC
274
J.L. Bainbridge & Co
Florida
$22.7M -$438K -8,601 -2%
RFC
275
Regions Financial Corp
Alabama
$22.5M -$1.14M -22,438 -5%

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.