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Oracle

1,795 hedge funds and large institutions have $93.5B invested in Oracle in 2019 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 637 increasing their positions, 798 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 100

1% less funds holding

Funds holding: 1,8161,795 (-21)

2.07% less ownership

Funds ownership: 53.87%51.8% (-2.1%)

9% less capital invested

Capital invested by funds: $103B → $93.5B (-$9.04B)

17% less funds holding in top 10

Funds holding in top 10: 8671 (-15)

20% less repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 798

25% less call options, than puts

Call options by funds: $745M | Put options by funds: $989M

Holders
1,795
Holders Change
-21
Holders Change %
-1.16%
% of All Funds
39.36%
Holding in Top 10
71
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.44%
% of All Funds
1.56%
New
92
Increased
637
Reduced
798
Closed
100
Calls
$745M
Puts
$989M
Net Calls
-$244M
Net Calls Change
+$557M
Name Holding Trade Value Shares
Change
Change in
Stake
AHB
401
Abner Herrman & Brock
New Jersey
$10.4M +$175K +3,171 +2%
KCM
402
Kanawha Capital Management
Virginia
$10.3M +$250K +4,534 +2%
SBH
403
Segall Bryant & Hamill
Illinois
$10.3M -$338K -6,123 -3%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$10.1M -$345K -6,249 -3%
DJSG
405
D.J. St. Germain
Massachusetts
$10M -$64K -1,158 -0.6%
RCM
406
Riverhead Capital Management
Delaware
$9.98M +$2.64M +47,721 +36%
PVH
407
Psagot Value Holdings
Israel
$9.92M +$1.8M +32,631 +22%
CTA
408
Chesley Taft & Associates
Illinois
$9.92M -$233K -4,218 -2%
WAM
409
World Asset Management
Michigan
$9.89M -$613K -11,093 -6%
PL
410
Perpetual Ltd
Australia
$9.78M +$9.38M +169,800 +2,129%
NRS
411
Neville Rodie & Shaw
New York
$9.78M +$54.1K +980 +0.6%
LNB
412
Ledyard National Bank
$9.73M -$110K -1,988 -1%
GC
413
Grimes & Company
Massachusetts
$9.71M +$263K +4,768 +3%
AG
414
Advisor Group
Arizona
$9.67M +$986K +17,849 +11%
SCM
415
Shelton Capital Management
Colorado
$9.59M +$3.61M +65,300 +60%
VRS
416
Virginia Retirement Systems
Virginia
$9.49M -$1.99M -36,100 -17%
SAM
417
Silvercrest Asset Management
New York
$9.46M -$269K -4,865 -3%
OAM
418
Oppenheimer Asset Management
New York
$9.46M +$874K +15,822 +10%
M
419
Mirova
France
$9.42M -$8.01M -145,086 -46%
NMERB
420
New Mexico Educational Retirement Board
New Mexico
$9.38M -$1.61M -29,200 -15%
TAM
421
Tyers Asset Management
Texas
$9.34M -$11.3M -203,952 -55%
SC
422
Sepio Capital
Utah
$9.32M +$1.62M +29,337 +21%
MA
423
MUFG Americas
New York
$9.32M +$310K +5,605 +3%
BCA
424
Bernzott Capital Advisors
California
$9.31M -$77.3K -1,400 -0.8%
PAM
425
Peak Asset Management
Colorado
$9.27M +$141K +2,546 +2%

ORCL Hedge Fund Activity: Q3 2019 in Review

1,795 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q3 2019, worth a combined $93.5B — down 8.8% from $103B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of ORCL and 92 opened new positions — a net loss of 8 holders — while 798 trimmed existing stakes and 637 added.

The largest buyer was APG Asset Management, adding an estimated $239M. The largest seller was Magellan Asset Management, cutting an estimated $1.7B.

  • 1,795 institutional investors held Oracle (ORCL) as of Q3 2019, down from 1,816 in Q2 2019.
  • Funds reported $93.5B of Oracle stock for Q3 2019, down 8.8% quarter-over-quarter.
  • 92 funds opened new Oracle positions in Q3 2019 and 100 closed out, a net change of -8 holders.
  • The largest Oracle buyer in Q3 2019 was APG Asset Management, an estimated $239M added.
  • The largest Oracle seller in Q3 2019 was Magellan Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q3 2019.