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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
AI
626
Atria Investments
North Carolina
$3.72M -$606K -11,902 -15%
FFBTD
627
First Financial Bank - Trust Division
Ohio
$3.71M -$44.2K -867 -1%
TCM
628
Tuttle Capital Management
Connecticut
$3.71M +$3.52M +69,091 New
GFA
629
Gifford Fong Associates
California
$3.71M
WIC
630
Whitegate Investment Counselors
New Hampshire
$3.68M -$67.1K -1,317 -2%
VCA
631
Verdence Capital Advisors
Maryland
$3.68M -$1.17M -22,946 -25%
BCM
632
BlueCrest Capital Management
Jersey
$3.68M -$18.8M -369,584 -84%
EWA
633
Exencial Wealth Advisors
Oklahoma
$3.68M +$275K +5,402 +9%
MIH
634
Meitav Investment House
Israel
$3.65M -$273K -5,365 -7%
HI
635
Horizon Investments
North Carolina
$3.64M +$3.18M +62,384 +1,106%
MCM
636
McMillion Capital Management
North Carolina
$3.63M +$55.1K +1,082 +2%
CAN
637
Cetera Advisor Networks
California
$3.61M +$197K +3,871 +6%
AIM
638
Axiom Investment Management
New York
$3.61M +$70.3K +1,380 +2%
O
639
OppenheimerFunds
New York
$3.6M -$412K -8,092 -11%
RAM
640
Roanoke Asset Management
New Jersey
$3.6M +$136K +2,660 +4%
FAAS
641
First Allied Advisory Services
California
$3.59M -$95.8K -1,881 -3%
LCM
642
Logan Capital Management
Pennsylvania
$3.55M -$38.1K -748 -1%
LM
643
Lincluden Management
Ontario, Canada
$3.52M -$132K -2,585 -4%
TWM
644
Torch Wealth Management
Ohio
$3.5M +$11.2K +220 +0.3%
CG
645
Caprock Group
Idaho
$3.47M +$98.1K +1,926 +3%
SAM
646
Smithbridge Asset Management
Pennsylvania
$3.46M -$440K -8,630 -12%
HKIM
647
Hayek Kallen Investment Management
Alabama
$3.46M -$27.5K -539 -0.8%
AA
648
Ancora Advisors
Ohio
$3.43M -$50.2K -985 -2%
PCA
649
Personal Capital Advisors
California
$3.41M +$273K +5,350 +9%
AIL
650
AGF Investments LLC
Ontario, Canada
$3.41M +$784K +15,386 +32%

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.