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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
FBA
626
Front Barnett Associates
Illinois
$4.79M -$417K -9,144 -9%
FAAS
627
First Allied Advisory Services
California
$4.78M +$1.08M +23,778 +33%
CI
628
Conning Inc
Connecticut
$4.75M -$34.7K -762 -0.8%
CPA
629
Court Place Advisors
Maryland
$4.74M -$182K -3,999 -4%
UONDDL
630
University of Notre Dame du Lac
Indiana
$4.71M +$4.29M +94,025 New
SLI
631
Sumitomo Life Insurance
Japan
$4.69M +$180K +3,945 +4%
TCCM
632
Timber Creek Capital Management
Massachusetts
$4.62M +$26.9K +590 +0.6%
Rafferty Asset Management
633
Rafferty Asset Management
New York
$4.6M +$4.18M +91,793 New
AC
634
Alexandria Capital
Virginia
$4.55M -$9.12K -200 -0.2%
Carson Wealth (CWM LLC)
635
Carson Wealth (CWM LLC)
Nebraska
$4.52M -$581K -12,745 -12%
PWM
636
Patriot Wealth Management
Texas
$4.51M +$4.1M +89,866 New
ACC
637
Accident Compensation Corp
New Zealand
$4.46M -$228K -5,000 -5%
FPFS
638
First Personal Financial Services
North Carolina
$4.44M -$11.9K -262 -0.3%
KIA
639
KCM Investment Advisors
California
$4.41M -$12.5K -275 -0.3%
CIC
640
Carnegie Investment Counsel
Ohio
$4.4M +$11.4K +250 +0.3%
MNA
641
Manning & Napier Advisors
New York
$4.37M -$908K -19,925 -19%
FWCM
642
First Western Capital Management
California
$4.36M +$27.8K +611 +0.7%
CPA
643
Capital Planning Advisors
California
$4.34M +$286K +6,272 +8%
WTB
644
Washington Trust Bank
Washington
$4.34M +$86K +1,888 +2%
BCB
645
Brian C. Broderick
$4.32M -$399K -8,751 -9%
ARTA
646
A.R.T. Advisors
New York
$4.32M +$310K +6,800 +9%
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$4.31M +$63.6K +1,395 +2%
SWK
648
Stephen W. Kidder
$4.3M -$535K -11,730 -12%
LRIC
649
Long Road Investment Counsel
Michigan
$4.28M
CB
650
Chemical Bank
Michigan
$4.27M -$228 -5 -0%

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.