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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
CAM
576
Carret Asset Management
New York
$6.16M +$13.7K +300 +0.2%
ADEF
577
Adams Diversified Equity Fund
Maryland
$6.13M
SM
578
Seminole Management
New York
$6.12M +$5.56M +122,000 New
PCA
579
Personal Capital Advisors
California
$6.06M -$424K -9,299 -7%
AC
580
Addenda Capital
Quebec, Canada
$6.05M -$191K -4,180 -3%
MBTD
581
Mechanics Bank - Trust Department
California
$6.02M +$18.2K +400 +0.3%
AHC
582
Adell Harriman & Carpenter
Texas
$5.98M +$238K +5,227 +5%
AAM
583
Auxier Asset Management
Oregon
$5.93M -$2.28K -50 -0%
CNBT
584
Canandaigua National Bank & Trust
New York
$5.91M -$279K -6,132 -5%
TIM
585
Thompson Investment Management
Wisconsin
$5.9M -$112K -2,467 -2%
VV
586
Verity & Verity
South Carolina
$5.83M -$203K -4,448 -4%
MA
587
Marshwinds Advisory
Georgia
$5.82M -$35.5K -780 -0.7%
NCM
588
Neumann Capital Management
California
$5.78M -$308K -6,750 -6%
CI
589
Cigna Investments
Connecticut
$5.77M -$368K -8,072 -7%
GG
590
Greenwood Gearhart
Arkansas
$5.77M -$8.2K -180 -0.2%
DAM
591
Deltec Asset Management
New York
$5.75M +$1.46M +32,000 +39%
PVH
592
Psagot Value Holdings
Israel
$5.74M +$139K +3,040 +3%
PFPT
593
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.7M +$425K +9,328 +9%
NCM
594
Nelson Capital Management
California
$5.69M +$112K +2,451 +2%
1SB
595
1ST Source Bank
Indiana
$5.59M -$94.2K -2,067 -2%
SEC
596
Seven Eight Capital
New York
$5.55M +$565K +12,400 +13%
Capstone Investment Advisors
597
Capstone Investment Advisors
New York
$5.54M -$2.06M -45,288 -29%
WCP
598
Welch Capital Partners
New York
$5.53M -$1.05M -23,000 -17%
OMCS
599
Old Mutual Customised Solutions
South Africa
$5.5M +$72.9K +1,600 +1%
BHIA
600
Birch Hill Investment Advisors
Massachusetts
$5.49M -$506K -11,092 -9%

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.