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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
Macquarie Group
26
Macquarie Group
Australia
$827M -$18.8M -346,675 -2%
Polen Capital Management
27
Polen Capital Management
Florida
$823M +$23.3M +430,254 +3%
AAMU
28
Amundi Asset Management US
Massachusetts
$743M +$4.9M +90,525 +2%
Boston Partners
29
Boston Partners
Massachusetts
$741M -$4.22M -77,902 -0.6%
Morgan Stanley
30
Morgan Stanley
New York
$665M +$42.5M +785,777 +7%
Harris Associates
31
Harris Associates
Illinois
$663M -$25.9M -478,650 -4%
Nordea Investment Management
32
Nordea Investment Management
Sweden
$662M -$61.7M -1,140,852 -9%
Charles Schwab
33
Charles Schwab
California
$638M -$8.77M -162,158 -1%
Artisan Partners
34
Artisan Partners
Wisconsin
$632M -$13.2M -243,995 -2%
PPA
35
Parametric Portfolio Associates
Washington
$613M -$13.1M -241,177 -2%
UBS AM
36
UBS AM
Illinois
$606M +$13.3M +246,709 +2%
Ameriprise
37
Ameriprise
Minnesota
$586M +$13.2M +243,914 +2%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$585M -$45.5M -840,640 -8%
N
39
Nuveen
North Carolina
$578M +$541M +9,989,718 +6,437%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$572M -$17.3M -319,100 -3%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$571M -$19.5M -360,252 -3%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$552M +$7.91M +146,183 +2%
Citigroup
43
Citigroup
New York
$545M +$385M +7,123,158 +291%
Wells Fargo
44
Wells Fargo
California
$517M +$39M +720,748 +9%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$493M +$824K +15,221 +0.2%
Primecap Management
46
Primecap Management
California
$492M +$9.71M +179,400 +2%
YAM
47
Yacktman Asset Management
Texas
$482M -$54.6M -1,008,476 -11%
Swiss National Bank
48
Swiss National Bank
Switzerland
$481M -$36.2M -669,400 -7%
JP Morgan Chase
49
JP Morgan Chase
New York
$477M -$462M -8,544,257 -50%
LSV Asset Management
50
LSV Asset Management
Illinois
$475M +$124M +2,286,600 +38%

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.