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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
MYAM
526
Meiji Yasuda Asset Management
Japan
$7.59M +$691K +15,170 +11%
SI
527
Stephens Inc
Arkansas
$7.58M +$773K +16,954 +13%
BCM
528
Blume Capital Management
California
$7.57M +$31.9K +700 +0.5%
V
529
Veritable
Delaware
$7.55M +$150K +3,284 +2%
GAI
530
General American Investors
New York
$7.54M +$6.85M +150,328 New
DBT
531
Dubuque Bank & Trust
Iowa
$7.54M -$301K -6,594 -4%
AC
532
AFAM Capital
Texas
$7.54M +$107K +2,352 +2%
GCAC
533
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.5M +$33.5K +735 +0.5%
LF
534
Lannebo Fonder
Sweden
$7.5M +$456K +10,000 +7%
WJA
535
Williams Jones & Associates
New York
$7.45M -$738K -16,200 -10%
CW
536
Cobiz Wealth
Colorado
$7.42M +$1.87M +41,087 +38%
GIM
537
Greystone Investment Management
Ohio
$7.3M -$77.8K -1,708 -1%
WTC
538
WhitTier Trust Company
Nevada
$7.25M +$191K +4,195 +3%
HC
539
Hourglass Capital
Texas
$7.24M -$42.4K -930 -0.6%
TA
540
Tiedemann Advisors
New York
$7.24M -$233K -5,112 -3%
SWP
541
Stratos Wealth Partners
Ohio
$7.18M +$171K +3,747 +3%
RCM
542
RNC Capital Management
California
$7.13M +$169K +3,708 +3%
EWM
543
Evercore Wealth Management
New York
$7.13M +$860K +18,873 +15%
EDRH
544
Edmond de Rothschild Holding
Switzerland
$7.13M +$323K +7,093 +5%
MIM
545
Marco Investment Management
Georgia
$7.12M -$2.29M -50,328 -26%
B
546
Barings
North Carolina
$6.99M -$6.05M -132,745 -49%
MFBTD
547
MB Financial Bank - Trust Department
Illinois
$6.99M -$90.4K -1,984 -1%
SC
548
SouthState Corp
Florida
$6.97M +$350K +7,674 +6%
OC
549
Oppenheimer & Co
New York
$6.96M +$57.1K +1,252 +0.9%
PAM
550
Peak Asset Management
Colorado
$6.88M -$10.7K -234 -0.2%

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.