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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
WIC
601
Whitegate Investment Counselors
New Hampshire
$5.43M -$229K -5,018 -4%
QIM
602
Quest Investment Management
Oregon
$5.42M +$3.99M +87,506 +426%
CANC
603
Culbertson A N & Co
Virginia
$5.41M +$22.9K +502 +0.5%
SI
604
SII Investments
Wisconsin
$5.41M -$107K -2,358 -2%
CA
605
Callahan Advisors
Texas
$5.39M -$21.5K -471 -0.4%
GIM
606
Goelzer Investment Management
Indiana
$5.33M +$225K +4,947 +5%
Victory Capital Management
607
Victory Capital Management
Texas
$5.21M +$292K +6,400 +7%
CCM
608
Catawba Capital Management
Virginia
$5.18M -$24.2K -530 -0.5%
CPSAC
609
Chas P. Smith & Associates (CPS)
Florida
$5.17M -$150K -3,301 -3%
PWPCM
610
Perella Weinberg Partners Capital Management
New York
$5.16M +$4.69M +102,866 New
SFA
611
Sequoia Financial Advisors
Ohio
$5.15M +$554K +12,147 +13%
WB
612
Webster Bank
Connecticut
$5.12M -$310K -6,810 -6%
CLOS
613
Compagnie Lombard Odier SCmA
Switzerland
$5.09M -$571K -12,524 -11%
FA
614
FDx Advisors
Illinois
$5.09M -$34.3K -753 -0.7%
DWM
615
Dorchester Wealth Management
Quebec, Canada
$5.02M +$4.51K +99 +0.1%
PA
616
Profund Advisors
Maryland
$5M +$651K +14,294 +17%
CSS
617
Cubist Systematic Strategies
Connecticut
$4.98M +$3.15M +69,066 +229%
RJT
618
Raymond James Trust
Florida
$4.92M +$80.9K +1,776 +2%
AG
619
Advisor Group
Arizona
$4.9M +$751K +16,474 +20%
CIA
620
Covington Investment Advisors
Pennsylvania
$4.88M +$102K +2,235 +2%
PAG
621
Private Advisor Group
New Jersey
$4.87M -$92.8K -2,036 -2%
QC
622
Quadrature Capital
United Kingdom
$4.84M -$12.2M -266,777 -73%
PAI
623
Pittenger & Anderson Inc
Nebraska
$4.84M -$141K -3,085 -3%
NLI
624
Nippon Life Insurance
Japan
$4.83M -$47.7K -1,047 -1%
W
625
Wealthfront
California
$4.8M +$378K +8,305 +10%

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.