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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
326
CS McKee
Pennsylvania
$21.5M -$33.8K -741 -0.2%
BC
327
Burney Company
Virginia
$21.4M -$160K -3,506 -0.8%
SB
328
Suntrust Banks
Georgia
$21.4M +$1.22M +26,865 +7%
CWM
329
CIBC World Markets
New York
$21.3M +$4.39M +96,421 +29%
Commonwealth Equity Services
330
Commonwealth Equity Services
Massachusetts
$21.1M +$373K +8,192 +2%
CBOA
331
Commonwealth Bank of Australia
Australia
$21.1M +$1.11M +24,279 +6%
MSA
332
Mason Street Advisors
Wisconsin
$20.9M +$124K +2,712 +0.7%
DCM
333
Dynamic Capital Management
Jersey
$20.7M -$7.87M -172,753 -30%
MCIM
334
Meadow Creek Investment Management
Georgia
$20.6M -$1.5M -32,960 -7%
MWNA
335
Marshall Wace North America
New York
$20.4M +$18.6M +407,796 New
AC
336
Apertura Capital
Texas
$20.1M -$4.56M -100,000 -20%
Calamos Advisors
337
Calamos Advisors
Illinois
$20M +$996K +21,858 +6%
SW
338
SVB Wealth
Massachusetts
$19.8M +$4.74M +103,943 +36%
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$19.8M +$1.04M +22,798 +6%
VRS
340
Virginia Retirement Systems
Virginia
$19.6M +$1.39M +30,400 +8%
UB
341
UMB Bank
Missouri
$19.4M +$11.2M +245,490 +175%
CAM
342
Capstone Asset Management
Texas
$19.3M -$970K -21,283 -5%
William Blair & Company
343
William Blair & Company
Illinois
$19.3M +$7.29M +159,912 +71%
Federated Hermes
344
Federated Hermes
Pennsylvania
$18.8M +$464K +10,190 +3%
Flossbach Von Storch
345
Flossbach Von Storch
Germany
$18.7M -$9.66M -211,980 -36%
SCM
346
Sirios Capital Management
Massachusetts
$18.7M -$26.5M -580,945 -61%
ProShare Advisors
347
ProShare Advisors
Maryland
$18.5M +$1.45M +31,795 +9%
NB
348
Norinchukin Bank
Japan
$18.2M -$1.25M -27,422 -7%
LHC
349
Lodge Hill Capital
New York
$18.1M +$16.4M +360,000 New
Voloridge Investment Management
350
Voloridge Investment Management
Florida
$17.9M -$3.19M -69,938 -16%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.