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Oracle

1,770 hedge funds and large institutions have $88.2B invested in Oracle in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 508 increasing their positions, 825 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 133

4% more funds holding in top 10

Funds holding in top 10: 8184 (+3)

4% more funds holding

Funds holding: 1,7081,770 (+62)

1.76% less ownership

Funds ownership: 56.68%54.92% (-1.8%)

20% less capital invested

Capital invested by funds: $111B → $88.2B (-$22.6B)

23% less call options, than puts

Call options by funds: $794M | Put options by funds: $1.03B

38% less repeat investments, than reductions

Existing positions increased: 508 | Existing positions reduced: 825

Holders
1,770
Holders Change
+62
Holders Change %
+3.63%
% of All Funds
39.44%
Holding in Top 10
84
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.7%
% of All Funds
1.87%
New
210
Increased
508
Reduced
825
Closed
133
Calls
$794M
Puts
$1.03B
Net Calls
-$240M
Net Calls Change
-$74.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Capital Investment Advisors
Georgia
$3.5M -$34.8K -726 -0.9%
BFO
627
Boston Family Office
Massachusetts
$3.5M -$1.12M -23,459 -23%
1SB
628
1ST Source Bank
Indiana
$3.49M -$13.6K -283 -0.4%
Acadian Asset Management
629
Acadian Asset Management
Massachusetts
$3.48M -$1.72M -35,860 -32%
AP
630
Advisor Partners
California
$3.47M +$282K +5,882 +8%
CI
631
Cigna Investments
Connecticut
$3.46M -$293K -6,109 -7%
SB
632
Simmons Bank
Arkansas
$3.44M +$9.58K +200 +0.3%
CI
633
Conning Inc
Connecticut
$3.41M -$423K -8,818 -10%
MIA
634
MainStreet Investment Advisors
Illinois
$3.4M -$358K -7,469 -9%
O
635
OppenheimerFunds
New York
$3.39M -$18.5M -385,115 -84%
Pacer Advisors
636
Pacer Advisors
Pennsylvania
$3.37M -$7.53M -157,047 -68%
PAI
637
Pittenger & Anderson Inc
Nebraska
$3.36M +$13.2K +275 +0.4%
CCM
638
Covington Capital Management
California
$3.34M -$57.5K -1,200 -2%
CPSAC
639
Chas P. Smith & Associates (CPS)
Florida
$3.34M -$61.1K -1,276 -2%
MIH
640
Meitav Investment House
Israel
$3.32M -$2.5M -52,170 -41%
ECM
641
ETrade Capital Management
Virginia
$3.32M -$460K -9,599 -12%
SAM
642
Smithbridge Asset Management
Pennsylvania
$3.3M +$21K +438 +0.6%
MCM
643
Murphy Capital Management
New Jersey
$3.3M -$10.8K -225 -0.3%
AAIM
644
American Assets Investment Management
California
$3.28M
IHL
645
Investment House LLC
California
$3.25M -$200K -4,175 -5%
Marshall Wace
646
Marshall Wace
United Kingdom
$3.21M -$3.89M -81,121 -53%
NC
647
Northpointe Capital
Michigan
$3.18M +$3.37M +70,423 New
FFBTD
648
First Financial Bank - Trust Division
Ohio
$3.16M -$80.5K -1,679 -2%
WIC
649
Whitegate Investment Counselors
New Hampshire
$3.15M -$112K -2,342 -3%
CIA
650
CSat Investment Advisory
Michigan
$3.14M -$672K -14,024 -17%

ORCL Hedge Fund Activity: Q4 2018 in Review

1,770 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q4 2018, worth a combined $88.2B — down 20% from $111B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new ORCL positions and 133 closed out — a net gain of 77 holders — while 508 added to existing stakes and 825 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $431M. The largest seller was Berkshire Hathaway, exiting entirely with an estimated $2.13B sold.

  • 1,770 institutional investors held Oracle (ORCL) as of Q4 2018, up from 1,708 in Q3 2018.
  • Funds reported $88.2B of Oracle stock for Q4 2018, down 20% quarter-over-quarter.
  • 210 funds opened new Oracle positions in Q4 2018 and 133 closed out, a net change of +77 holders.
  • The largest Oracle buyer in Q4 2018 was D.E. Shaw & Co, an estimated $431M added.
  • The largest Oracle seller in Q4 2018 was Berkshire Hathaway, an estimated $2.13B sold.

Based on aggregated 13F filings for Q4 2018.