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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
Fisher Asset Management
26
Fisher Asset Management
Washington
$806M +$23.5M +461,344 +3%
Macquarie Group
27
Macquarie Group
Australia
$798M -$14.9M -291,965 -2%
Polen Capital Management
28
Polen Capital Management
Florida
$753M +$53.2M +1,044,560 +8%
Boston Partners
29
Boston Partners
Massachusetts
$703M +$31.9M +626,663 +5%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$685M -$159M -3,122,893 -20%
Harris Associates
31
Harris Associates
Illinois
$651M -$255M -5,001,100 -29%
Charles Schwab
32
Charles Schwab
California
$610M +$15.3M +299,436 +3%
Artisan Partners
33
Artisan Partners
Wisconsin
$609M -$200M -3,917,922 -26%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$596M -$89.7M -1,760,700 -14%
PPA
35
Parametric Portfolio Associates
Washington
$590M -$603K -11,831 -0.1%
Morgan Stanley
36
Morgan Stanley
New York
$585M -$286M -5,621,823 -34%
UBS AM
37
UBS AM
Illinois
$558M -$36.1M -708,017 -6%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$557M -$52.2M -1,023,641 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
39
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$556M -$31.4M -616,662 -6%
Ameriprise
40
Ameriprise
Minnesota
$539M -$68.6M -1,347,379 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$512M -$47.2M -927,022 -9%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$512M -$6.96M -136,579 -1%
YAM
43
Yacktman Asset Management
Texas
$508M -$216M -4,235,569 -31%
PG
44
Pendal Group
Australia
$500M -$37.7M -739,358 -7%
Swiss National Bank
45
Swiss National Bank
Switzerland
$490M -$43.1M -846,900 -8%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$468M -$151M -2,959,743 -25%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$466M -$47.4M -930,001 -10%
Dimensional Fund Advisors
48
Dimensional Fund Advisors
Texas
$464M +$14.3M +281,144 +3%
Pzena Investment Management
49
Pzena Investment Management
New York
$462M -$84.6M -1,661,111 -16%
Primecap Management
50
Primecap Management
California
$454M +$5.05M +99,100 +1%

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.