We are live on ! Find out more
ORCL icon

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
WAS
451
Wesleyan Assurance Society
United Kingdom
$8.13M +$7.71M +151,319 New
FBC
452
Fairfield, Bush & Co
Connecticut
$8.12M -$247K -4,844 -3%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$8.12M +$70.6K +1,386 +0.9%
CNBT
454
Canandaigua National Bank & Trust
New York
$8.11M -$99.9K -1,960 -1%
DMK
455
David M. Knott
$8.06M
B
456
Barings
North Carolina
$8.01M +$1.49M +29,300 +24%
BF
457
BOK Financial
Oklahoma
$8.01M -$377K -7,405 -5%
COPPSERS
458
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8M +$507K +9,959 +7%
LS
459
Livforsakringsbolaget Skandia
Sweden
$7.93M +$107K +2,100 +1%
Jones Financial Companies
460
Jones Financial Companies
Missouri
$7.81M -$998K -19,581 -12%
FTIOP
461
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.76M -$916K -17,971 -11%
RCM
462
Riverhead Capital Management
Delaware
$7.75M -$3.43M -67,308 -32%
SGA
463
Strategic Global Advisors
California
$7.74M +$5.59M +109,792 +320%
FM
464
Foster & Motley
Ohio
$7.69M -$244K -4,797 -3%
EWM
465
Evercore Wealth Management
New York
$7.61M +$230K +4,508 +3%
OWD
466
Osborn Williams & Donohoe
Ohio
$7.55M +$697K +13,679 +11%
DY
467
Dowling & Yahnke
California
$7.53M -$167K -3,283 -2%
SG Americas Securities
468
SG Americas Securities
New York
$7.49M -$27.8M -545,570 -80%
HFS
469
Haverford Financial Services
Pennsylvania
$7.48M -$1M -19,656 -12%
Flossbach Von Storch
470
Flossbach Von Storch
Germany
$7.47M -$28.8M -565,580 -80%
PAM
471
Private Asset Management
California
$7.45M -$177K -3,469 -2%
NP
472
NS Partners
United Kingdom
$7.43M -$4.93M -96,789 -41%
BCAM
473
Boston Common Asset Management
Massachusetts
$7.38M -$233K -4,565 -3%
SF
474
Synovus Financial
Georgia
$7.33M -$599K -11,753 -8%
LSERS
475
Louisiana State Employees Retirement System
Louisiana
$7.22M +$40.8K +800 +0.6%

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.