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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
CCM
501
Cohen Capital Management
California
$7.05M -$18.4K -340 -0.3%
V
502
Veritable
Delaware
$7.04M -$171K -3,169 -3%
WF
503
Welch & Forbes
Massachusetts
$7.01M +$175K +3,242 +3%
ADEF
504
Adams Diversified Equity Fund
Maryland
$6.96M
SF
505
Synovus Financial
Georgia
$6.89M -$843K -15,588 -11%
TFM
506
TPI Fund Managers
United Kingdom
$6.88M +$6.54M +120,826 New
LMIM
507
Lockheed Martin Investment Management
Maryland
$6.78M +$6.44M +119,050 New
LCAM
508
London & Capital Asset Management
United Kingdom
$6.72M -$15.8M -291,342 -71%
BF
509
BOK Financial
Oklahoma
$6.7M -$1.7M -31,390 -21%
AAM
510
Auxier Asset Management
Oregon
$6.69M
RCM
511
RNC Capital Management
California
$6.67M -$200K -3,702 -3%
BA
512
Boston Advisors
Massachusetts
$6.66M +$3.5M +64,671 +124%
BPM
513
Bowling Portfolio Management
Ohio
$6.65M +$4.54M +83,844 +255%
Mercer Global Advisors
514
Mercer Global Advisors
Colorado
$6.62M -$66.5K -1,229 -1%
CRCM
515
Crystal Rock Capital Management
Illinois
$6.61M
PFM
516
Parsec Financial Management
North Carolina
$6.61M -$234K -4,316 -4%
M
517
MOTCO
Texas
$6.6M +$92.3K +1,705 +1%
ECM
518
ExodusPoint Capital Management
New York
$6.59M +$5.96M +110,148 +1,959%
CAPTRUST Financial Advisors
519
CAPTRUST Financial Advisors
North Carolina
$6.57M +$552K +10,195 +10%
WJA
520
Williams Jones & Associates
New York
$6.47M +$32.9K +608 +0.5%
PP
521
Palladium Partners
Virginia
$6.45M -$30K -555 -0.5%
KRS
522
Kentucky Retirement Systems
Kentucky
$6.44M +$86.5K +1,598 +1%
MBTD
523
Mechanics Bank - Trust Department
California
$6.35M -$247K -4,562 -4%
WTC
524
WhitTier Trust Company
Nevada
$6.32M -$78K -1,442 -1%
PCM
525
Parsons Capital Management
Rhode Island
$6.29M -$99.1K -1,832 -2%

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.