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Oracle

1,816 hedge funds and large institutions have $103B invested in Oracle in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 567 increasing their positions, 862 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

25% more funds holding in top 10

Funds holding in top 10: 6986 (+17)

4% more capital invested

Capital invested by funds: $99.1B → $103B (+$3.47B)

1% more funds holding

Funds holding: 1,8041,816 (+12)

0.21% less ownership

Funds ownership: 54.08%53.87% (-0.21%)

34% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 862

51% less call options, than puts

Call options by funds: $785M | Put options by funds: $1.59B

Holders
1,816
Holders Change
+12
Holders Change %
+0.67%
% of All Funds
39.44%
Holding in Top 10
86
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+24.64%
% of All Funds
1.87%
New
113
Increased
567
Reduced
862
Closed
81
Calls
$785M
Puts
$1.59B
Net Calls
-$801M
Net Calls Change
-$698M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
426
Heartland Advisors
Wisconsin
$10.1M -$1.49M -27,529 -13%
SAM
427
Silvercrest Asset Management
New York
$10.1M -$125K -2,313 -1%
NRS
428
Neville Rodie & Shaw
New York
$10.1M +$117K +2,169 +1%
BFIC
429
Bedell Frazier Investment Counselling
California
$9.88M +$2.2M +40,575 +31%
GC
430
Grimes & Company
Massachusetts
$9.78M +$168K +3,113 +2%
BAPIM
431
British Airways Pensions Investment Management
United Kingdom
$9.77M +$9.27M +171,398 New
BCA
432
Bernzott Capital Advisors
California
$9.72M -$214K -3,947 -2%
GHA
433
GW Henssler & Associates
Georgia
$9.61M -$302K -5,577 -3%
MCM
434
MAI Capital Management
Ohio
$9.51M +$439K +8,122 +5%
PAM
435
Peak Asset Management
Colorado
$9.45M -$57.1K -1,055 -0.6%
B
436
Barings
North Carolina
$9.44M +$895K +16,540 +11%
FA
437
FDx Advisors
Illinois
$9.4M +$4.63M +85,476 +108%
MA
438
MUFG Americas
New York
$9.33M +$356K +6,584 +4%
BIP
439
Brandes Investment Partners
California
$9.29M -$1.06M -19,518 -11%
GCAC
440
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.28M +$100K +1,850 +1%
EWM
441
Endurance Wealth Management
Rhode Island
$9.26M -$75.8K -1,400 -0.9%
Kovitz Investment Group Partners
442
Kovitz Investment Group Partners
Illinois
$9.21M -$184K -3,406 -2%
SCM
443
Stonebridge Capital Management
California
$9.18M -$411K -7,600 -5%
YIA
444
YHB Investment Advisors
Connecticut
$9.16M -$1.34M -24,675 -13%
TI
445
Trexquant Investment
Connecticut
$9.16M +$2.11M +38,951 +32%
DC
446
Davenport & Co
Virginia
$9.13M -$1.03M -18,978 -11%
NC
447
Naman Capital
Brazil
$9.12M +$6.49M +120,000 +300%
SI
448
Stephens Inc
Arkansas
$9.09M -$491K -9,075 -5%
AG
449
Advisor Group
Arizona
$8.99M +$321K +5,929 +4%
JAM
450
Jupiter Asset Management
United Kingdom
$8.98M -$357K -6,603 -4%

ORCL Hedge Fund Activity: Q2 2019 in Review

1,816 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2019, worth a combined $103B — up 3.5% from $99.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ORCL positions and 81 closed out — a net gain of 32 holders — while 567 added to existing stakes and 862 trimmed.

The largest buyer was Nuveen, adding an estimated $541M. The largest seller was Vanguard Group, cutting an estimated $661M.

  • 1,816 institutional investors held Oracle (ORCL) as of Q2 2019, up from 1,804 in Q1 2019.
  • Funds reported $103B of Oracle stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 113 funds opened new Oracle positions in Q2 2019 and 81 closed out, a net change of +32 holders.
  • The largest Oracle buyer in Q2 2019 was Nuveen, an estimated $541M added.
  • The largest Oracle seller in Q2 2019 was Vanguard Group, an estimated $661M sold.

Based on aggregated 13F filings for Q2 2019.