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Oracle

1,631 hedge funds and large institutions have $123B invested in Oracle in 2017 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 590 increasing their positions, 701 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 61

69% more call options, than puts

Call options by funds: $1.41B | Put options by funds: $832M

29% more funds holding in top 10

Funds holding in top 10: 106137 (+31)

13% more capital invested

Capital invested by funds: $109B → $123B (+$14.2B)

4% more funds holding

Funds holding: 1,5741,631 (+57)

0.08% more ownership

Funds ownership: 59.14%59.21% (+0.08%)

16% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 701

Holders
1,631
Holders Change
+57
Holders Change %
+3.62%
% of All Funds
40.65%
Holding in Top 10
137
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+29.25%
% of All Funds
3.41%
New
132
Increased
590
Reduced
701
Closed
61
Calls
$1.41B
Puts
$832M
Net Calls
+$576M
Net Calls Change
+$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCMD
476
Cypress Capital Management (Delaware)
Delaware
$9.7M -$71.8K -1,575 -0.8%
HA
477
Heartland Advisors
Wisconsin
$9.68M -$160K -3,503 -2%
LMGAM
478
Liberty Mutual Group Asset Management
Massachusetts
$9.67M +$1.54M +33,877 +21%
KRS
479
Kentucky Retirement Systems
Kentucky
$9.65M +$18.2K +400 +0.2%
EWM
480
Endurance Wealth Management
Rhode Island
$9.46M +$210K +4,600 +2%
CTA
481
Chesley Taft & Associates
Illinois
$9.37M -$45.6K -1,000 -0.5%
LSERS
482
Louisiana State Employees Retirement System
Louisiana
$9.34M +$95.7K +2,100 +1%
FTIOP
483
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.34M +$3.37M +73,990 +66%
KCM
484
Kornitzer Capital Management
Kansas
$9.28M +$70.9K +1,555 +0.8%
SFG
485
Sather Financial Group
Texas
$9.22M +$342K +7,500 +4%
PAM
486
Private Asset Management
California
$9.11M -$73.1K -1,604 -0.9%
BFA
487
Bragg Financial Advisors
North Carolina
$9.11M -$355K -7,786 -4%
QI
488
QS Investors
New York
$9.1M -$1.2M -26,276 -13%
HCM
489
Horan Capital Management
Maryland
$9.06M -$55.6K -1,220 -0.7%
PPCM
490
Pillar Pacific Capital Management
California
$9.05M -$159K -3,495 -2%
CCM
491
Channing Capital Management
Illinois
$9.01M +$199K +4,367 +2%
AIP
492
Ameritas Investment Partners
Nebraska
$8.94M -$16K -350 -0.2%
SCM
493
Shelton Capital Management
Colorado
$8.89M +$2.05M +45,000 +34%
Kayne Anderson Rudnick Investment Management
494
Kayne Anderson Rudnick Investment Management
California
$8.79M -$106K -2,325 -1%
BF
495
BOK Financial
Oklahoma
$8.74M -$378K -8,285 -5%
APFBOT
496
Amica Pension Fund Board of Trustees
Rhode Island
$8.68M
Wolverine Trading
497
Wolverine Trading
Illinois
$8.66M +$5.63M +123,502 +252%
LTFS
498
Ladenburg Thalmann Financial Services
Florida
$8.62M +$603K +13,221 +8%
AP
499
AHL Partners
United Kingdom
$8.6M +$840K +18,437 +12%
CG
500
Cutler Group
California
$8.58M +$6.47M +142,072 +489%

ORCL Hedge Fund Activity: Q2 2017 in Review

1,631 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2017, worth a combined $123B — up 13% from $109B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new ORCL positions and 61 closed out — a net gain of 71 holders — while 590 added to existing stakes and 701 trimmed.

The largest buyer was Harris Associates, adding an estimated $339M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 1,631 institutional investors held Oracle (ORCL) as of Q2 2017, up from 1,574 in Q1 2017.
  • Funds reported $123B of Oracle stock for Q2 2017, up 13% quarter-over-quarter.
  • 132 funds opened new Oracle positions in Q2 2017 and 61 closed out, a net change of +71 holders.
  • The largest Oracle buyer in Q2 2017 was Harris Associates, an estimated $339M added.
  • The largest Oracle seller in Q2 2017 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2017.