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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
EAM
551
Erste Asset Management
Austria
$5.36M +$2.37M +46,500 +86%
TU
552
TDAM USA
Ontario, Canada
$5.35M -$237K -4,650 -4%
SC
553
Scotia Capital
Ontario, Canada
$5.35M -$4.1M -80,549 -45%
MIM
554
Marco Investment Management
Georgia
$5.32M
WB
555
Webster Bank
Connecticut
$5.3M +$255 +5 +0%
WSTAM
556
Wilbanks Smith & Thomas Asset Management
Virginia
$5.3M +$311K +6,108 +7%
AC
557
Addenda Capital
Quebec, Canada
$5.29M +$241K +4,740 +5%
WWM
558
Willingdon Wealth Management
North Carolina
$5.29M +$1.83M +35,877 +57%
KA
559
Kintegral Advisory
New York
$5.29M -$944K -18,530 -16%
PIA
560
Piedmont Investment Advisors
North Carolina
$5.27M +$2.16M +42,347 +76%
FAT
561
First American Trust
California
$5.27M +$89.9K +1,764 +2%
Renaissance Technologies
562
Renaissance Technologies
New York
$5.23M -$6.15M -120,800 -55%
RAG
563
Roof Advisory Group
Pennsylvania
$5.22M -$295K -5,786 -6%
TCCM
564
Timber Creek Capital Management
Massachusetts
$5.16M +$4.08K +80 +0.1%
CPA
565
Court Place Advisors
Maryland
$5.15M +$3.72K +73 +0.1%
WHG
566
Westwood Holdings Group
Texas
$5.13M -$68.7M -1,348,259 -93%
GH
567
GAM Holding
Switzerland
$5.1M -$60.6K -1,190 -1%
BPA
568
Beacon Pointe Advisors
California
$5.09M +$4.23M +83,025 +706%
NCM
569
Neumann Capital Management
California
$5.02M -$84.1K -1,650 -2%
PAIM
570
Punch & Associates Investment Management
Minnesota
$4.99M +$128K +2,515 +3%
GP
571
Greenline Partners
New York
$4.95M -$3.08M -60,400 -40%
WA
572
Wasatch Advisors
Utah
$4.89M -$1.13M -22,187 -20%
FPFS
573
First Personal Financial Services
North Carolina
$4.83M +$43.1K +846 +0.9%
ET
574
Equitable Trust
Tennessee
$4.81M -$319K -6,263 -7%
TW
575
Transform Wealth
Colorado
$4.81M +$1.8M +35,299 +65%

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.