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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
BIM
576
Bridges Investment Management
Nebraska
$4.75M -$10.2K -200 -0.2%
VanEck Associates
577
VanEck Associates
New York
$4.73M -$356K -6,990 -7%
9WM
578
9258 Wealth Management
Ohio
$4.71M +$6.01K +118 +0.1%
PFPT
579
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.65M +$292K +5,729 +7%
CT
580
Coastline Trust
Rhode Island
$4.65M -$14.8K -290 -0.3%
GIA
581
GHP Investment Advisors
Colorado
$4.63M -$158K -3,108 -3%
AC
582
Alexandria Capital
Virginia
$4.62M -$103K -2,021 -2%
TCOT
583
Trust Company of Toledo
Ohio
$4.61M +$188K +3,681 +4%
LRIC
584
Long Road Investment Counsel
Michigan
$4.57M +$45.9K +900 +1%
CIM
585
Cambria Investment Management
California
$4.57M -$59.6K -1,170 -1%
FG
586
Fiduciary Group
Georgia
$4.56M +$36.8K +723 +0.9%
IA
587
IndexIQ Advisors
New York
$4.49M +$4.26M +83,608 New
PAG
588
Private Advisor Group
New Jersey
$4.47M -$455K -8,935 -10%
AP
589
Advisor Partners
California
$4.44M +$295K +5,788 +8%
AHC
590
Adell Harriman & Carpenter
Texas
$4.41M -$429K -8,429 -9%
CAL
591
Capital Analysts LLC
Pennsylvania
$4.38M -$58.2K -1,143 -1%
Qube Research & Technologies (QRT)
592
Qube Research & Technologies (QRT)
United Kingdom
$4.38M +$2.12M +41,576 +104%
AT
593
Arden Trust
Delaware
$4.37M +$37K +726 +0.9%
NIC
594
Northwest Investment Counselors
Oregon
$4.35M +$66.1K +1,298 +2%
NSEDCP
595
NJ State Employees Deferred Compensation Plan
New Jersey
$4.3M
DCM
596
Dupont Capital Management
Delaware
$4.28M -$8.36M -164,137 -67%
FA
597
FDx Advisors
Illinois
$4.27M +$1.26M +24,783 +45%
SLI
598
Sumitomo Life Insurance
Japan
$4.25M -$456K -8,957 -10%
SSW
599
Smith Shellnut Wilson
Mississippi
$4.23M +$49.3K +968 +1%
BAM
600
Barrett Asset Management
New York
$4.22M -$76.4K -1,500 -2%

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.