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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
SCM
426
Stonebridge Capital Management
California
$9.06M -$830K -16,300 -9%
SI
427
Stephens Inc
Arkansas
$9.06M +$351K +6,896 +4%
GC
428
Grimes & Company
Massachusetts
$9.05M +$264K +5,180 +3%
QIM
429
Quantitative Investment Management
Virginia
$8.98M +$8.52M +167,200 New
PAM
430
Peak Asset Management
Colorado
$8.96M -$105K -2,053 -1%
WT
431
Whittier Trust
California
$8.94M -$431K -8,458 -5%
MAM
432
Meeder Asset Management
Ohio
$8.9M +$1.24M +24,266 +17%
Kovitz Investment Group Partners
433
Kovitz Investment Group Partners
Illinois
$8.87M +$368K +7,232 +5%
JAM
434
Jupiter Asset Management
United Kingdom
$8.84M
AAF
435
Andra AP-fonden
Sweden
$8.84M +$8.39M +164,600 New
EWM
436
Endurance Wealth Management
Rhode Island
$8.8M -$155K -3,050 -2%
NSAM
437
North Star Asset Management
Wisconsin
$8.77M -$227K -4,465 -3%
DA
438
Duality Advisers
Florida
$8.75M +$8.3M +162,970 New
Citadel Advisors
439
Citadel Advisors
Florida
$8.75M -$54.4M -1,067,420 -87%
MYAM
440
Meiji Yasuda Asset Management
Japan
$8.71M -$87.1K -1,710 -1%
CF
441
CNA Financial
Illinois
$8.65M -$731K -14,341 -8%
MCM
442
MAI Capital Management
Ohio
$8.52M -$28K -549 -0.3%
GCAC
443
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.5M -$46.6K -915 -0.6%
MA
444
MUFG Americas
New York
$8.44M +$136K +2,666 +2%
SIM
445
Sentry Investment Management
Wisconsin
$8.36M -$1.27M -25,005 -14%
N
446
Nuveen
North Carolina
$8.34M -$53.4K -1,048 -0.7%
FNT
447
First National Trust
Pennsylvania
$8.26M +$34.7K +682 +0.4%
SIRP
448
Shelter Insurance Retirement Plan
Missouri
$8.23M
AG
449
Advisor Group
Arizona
$8.16M +$245K +4,806 +3%
SC
450
Sepio Capital
Utah
$8.13M -$9.43M -184,995 -55%

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.