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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
OAM
501
Oppenheimer Asset Management
New York
$8.57M +$512K +11,244 +7%
WA
502
Wasatch Advisors
Utah
$8.55M -$1.3M -28,573 -14%
KCM
503
Kanawha Capital Management
Virginia
$8.52M -$2.28K -50 -0%
SF
504
Synovus Financial
Georgia
$8.51M -$54.9K -1,205 -0.7%
LS
505
Livforsakringsbolaget Skandia
Sweden
$8.46M
GL
506
GLG LLC
New York
$8.37M -$884K -19,393 -10%
LMIM
507
Lockheed Martin Investment Management
Maryland
$8.33M +$4.22M +92,500 +126%
PMAM
508
Picton Mahoney Asset Management
Ontario, Canada
$8.31M +$7.56M +165,800 New
VCAM
509
Van Cleef Asset Management
Ohio
$8.3M -$10.7K -235 -0.1%
Hudson Bay Capital Management
510
Hudson Bay Capital Management
Connecticut
$8.26M -$7.73M -169,643 -51%
MCTIC
511
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$8.25M -$483K -10,600 -6%
HI
512
Hendershot Investments
Virginia
$8.21M -$44.4K -975 -0.6%
CCM
513
Covington Capital Management
California
$8.16M -$140K -3,067 -2%
PCM
514
Parsons Capital Management
Rhode Island
$8.09M -$11.3K -249 -0.2%
MERSOM
515
Municipal Employees' Retirement System of Michigan
Michigan
$8.05M -$27.8K -610 -0.4%
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$7.91M +$478K +10,491 +7%
CANY
517
Caxton Associates (New York)
New York
$7.86M +$7.14M +156,700 New
WF
518
Welch & Forbes
Massachusetts
$7.83M +$5.33K +117 +0.1%
BC
519
Brinker Capital
Pennsylvania
$7.8M +$616K +13,517 +10%
HFS
520
Haverford Financial Services
Pennsylvania
$7.77M -$18.1K -397 -0.3%
GC
521
Grimes & Company
Massachusetts
$7.68M -$22.5K -494 -0.3%
SBH
522
Segall Bryant & Hamill
Illinois
$7.67M +$185K +4,070 +3%
TAM
523
Taurus Asset Management
New York
$7.66M -$121K -2,660 -2%
DY
524
Dowling & Yahnke
California
$7.65M -$162K -3,565 -2%
BCA
525
Bernzott Capital Advisors
California
$7.63M +$88.9K +1,950 +1%

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.