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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
VWM
351
Valley Wealth Managers
New Jersey
$17.6M +$70.7K +1,552 +0.4%
BCM
352
Bridgeway Capital Management
Texas
$17.5M +$162K +3,545 +1%
DA
353
Denali Advisors
California
$17.5M +$2.04M +44,800 +15%
ACM
354
Academy Capital Management
Texas
$17.2M -$150K -3,288 -0.9%
Public Sector Pension Investment Board (PSP Investments)
355
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$17.2M -$15.5M -339,800 -50%
OCM
356
Olstein Capital Management
New York
$17.1M +$2.05M +45,000 +15%
BIP
357
Brandes Investment Partners
California
$17.1M -$979K -21,482 -6%
FP
358
Foundry Partners
Minnesota
$16.8M +$15.3M +335,485 New
EIP
359
Epoch Investment Partners
New York
$16.8M -$297M -6,516,430 -95%
EWA
360
EP Wealth Advisors
California
$16.8M +$532K +11,683 +4%
TRSOTSOK
361
Teachers Retirement System of the State of Kentucky
Kentucky
$16.6M -$422K -9,250 -3%
Creative Planning
362
Creative Planning
Kansas
$16.5M +$728K +15,976 +5%
Acadian Asset Management
363
Acadian Asset Management
Massachusetts
$16.5M +$9.17M +201,124 +158%
Brown Advisory
364
Brown Advisory
Maryland
$16.5M +$91.6K +2,010 +0.6%
AB
365
Amalgamated Bank
New York
$16.4M +$5.37M +117,776 +56%
OPERF
366
Oregon Public Employees Retirement Fund
Oregon
$16.4M
LPL Financial
367
LPL Financial
California
$16.4M +$11M +240,608 +280%
KA
368
KLCM Advisors
Wisconsin
$16.4M -$2.32K -51 -0%
ECM
369
Ensemble Capital Management
California
$16.2M +$2.38M +52,310 +19%
CISOA
370
Capital Investment Services of America
Wisconsin
$15.9M -$153K -3,362 -1%
CPIM
371
Columbia Partners Investment Management
Virginia
$15.8M +$1.27M +27,956 +10%
ONB
372
Old National Bancorp
Indiana
$15.6M -$1.02M -22,399 -7%
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$15.6M +$7.08M +155,355 +100%
SAM
374
Securian Asset Management
Minnesota
$15.2M +$65.9K +1,446 +0.5%
HC
375
Henshaw Capital
Massachusetts
$15.2M

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.