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Oracle

1,804 hedge funds and large institutions have $99.1B invested in Oracle in 2019 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 516 increasing their positions, 900 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 102

12% more capital invested

Capital invested by funds: $88.2B → $99.1B (+$10.9B)

2% more funds holding

Funds holding: 1,7711,804 (+33)

0.84% less ownership

Funds ownership: 54.92%54.08% (-0.84%)

11% less call options, than puts

Call options by funds: $820M | Put options by funds: $923M

18% less funds holding in top 10

Funds holding in top 10: 8469 (-15)

43% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 900

Holders
1,804
Holders Change
+33
Holders Change %
+1.86%
% of All Funds
39.04%
Holding in Top 10
69
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.86%
% of All Funds
1.49%
New
154
Increased
516
Reduced
900
Closed
102
Calls
$820M
Puts
$923M
Net Calls
-$103M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
526
Cornercap Investment Counsel
Georgia
$5.95M +$22.9K +449 +0.4%
BCM
527
Blume Capital Management
California
$5.94M -$1.43M -28,040 -20%
EOJOAM
528
E. Ohman J:or Asset Management
Sweden
$5.9M -$861K -16,900 -13%
FMC
529
First Merchants Corp
Indiana
$5.89M +$37.2K +731 +0.7%
DWM
530
Dorchester Wealth Management
Quebec, Canada
$5.77M -$97.8K -1,920 -2%
LCS
531
Levin Capital Strategies
New York
$5.76M
GT
532
Glenview Trust
Kentucky
$5.74M -$52.6K -1,033 -1%
SC
533
SouthState Corp
Florida
$5.73M -$1.84M -36,145 -25%
TIM
534
Thompson Investment Management
Wisconsin
$5.69M -$101K -1,980 -2%
DADC
535
D.A. Davidson & Co
Montana
$5.66M -$479K -9,407 -8%
CIA
536
Covington Investment Advisors
Pennsylvania
$5.64M +$38K +745 +0.7%
CAPTRUST Financial Advisors
537
CAPTRUST Financial Advisors
North Carolina
$5.64M +$728K +14,291 +16%
CAM
538
Carret Asset Management
New York
$5.58M -$28K -550 -0.5%
OPFM
539
Optimus Prime Fund Management
Cayman Islands
$5.56M
SFS
540
Strategic Financial Services
New York
$5.54M +$8.3K +163 +0.2%
MERSOM
541
Municipal Employees' Retirement System of Michigan
Michigan
$5.49M -$2.11M -41,410 -29%
PTB
542
Pioneer Trust Bank
Oregon
$5.48M +$49.9K +980 +1%
MML Investors Services
543
MML Investors Services
Massachusetts
$5.47M -$400K -7,858 -7%
AIP
544
Ameritas Investment Partners
Nebraska
$5.47M -$90.9K -1,785 -2%
Wealthfront Advisers
545
Wealthfront Advisers
California
$5.46M +$1.04M +20,460 +25%
Fayez Sarofim & Co
546
Fayez Sarofim & Co
Texas
$5.41M -$941K -18,476 -16%
FVCM
547
F&V Capital Management
Florida
$5.39M -$337K -6,615 -6%
PP
548
Prospector Partners
Connecticut
$5.39M +$866K +17,000 +20%
CTA
549
Colonial Trust Advisors
South Carolina
$5.37M +$585K +11,479 +13%
CANC
550
Culbertson A N & Co
Virginia
$5.36M -$154K -3,013 -3%

ORCL Hedge Fund Activity: Q1 2019 in Review

1,804 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2019, worth a combined $99.1B — up 12% from $88.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new ORCL positions and 102 closed out — a net gain of 52 holders — while 516 added to existing stakes and 900 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $242M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $340M sold.

  • 1,804 institutional investors held Oracle (ORCL) as of Q1 2019, up from 1,771 in Q4 2018.
  • Funds reported $99.1B of Oracle stock for Q1 2019, up 12% quarter-over-quarter.
  • 154 funds opened new Oracle positions in Q1 2019 and 102 closed out, a net change of +52 holders.
  • The largest Oracle buyer in Q1 2019 was Geode Capital Management, an estimated $242M added.
  • The largest Oracle seller in Q1 2019 was Veritas Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2019.