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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
IRF
676
IBM Retirement Fund
New York
$3.94M +$1.3M +28,494 +68%
FMC
677
First Merchants Corp
Indiana
$3.92M -$9.8K -215 -0.3%
WA
678
Waverly Advisors
Alabama
$3.9M -$79.5K -1,745 -2%
SC
679
Scotia Capital
Ontario, Canada
$3.88M +$110K +2,418 +3%
CC
680
Cognios Capital
Kansas
$3.85M -$3.2M -70,320 -48%
VIA
681
Virtus Investment Advisers
Connecticut
$3.82M -$648K -14,213 -16%
GIA
682
GHP Investment Advisors
Colorado
$3.82M +$140K +3,081 +4%
VCM
683
Venator Capital Management
Ontario, Canada
$3.82M +$3.47M +76,098 New
COI
684
Connable Office Inc
Michigan
$3.81M -$36.5K -800 -1%
CCM
685
Cobalt Capital Management
New Jersey
$3.81M +$3.46M +76,000 New
NIC
686
Northwest Investment Counselors
Oregon
$3.8M +$145K +3,176 +4%
PCM
687
Palouse Capital Management
Washington
$3.79M -$90.5K -1,986 -3%
TP
688
Truvvo Partners
New York
$3.79M
AIM
689
Arcadia Investment Management
Michigan
$3.78M -$1.18M -26,000 -26%
CT
690
Coastline Trust
Rhode Island
$3.76M +$111K +2,440 +3%
EA
691
Edge Advisors
Georgia
$3.74M +$139K +3,057 +4%
CC
692
ClearArc Capital
Ohio
$3.69M +$16K +352 +0.5%
FMT
693
First Mercantile Trust
Tennessee
$3.69M -$481K -10,549 -13%
SAM
694
Smithbridge Asset Management
Pennsylvania
$3.68M +$258K +5,668 +8%
IA
695
IFP Advisors
Florida
$3.68M +$125K +2,741 +4%
MMG
696
Monetary Management Group
Missouri
$3.67M
ECM
697
ETrade Capital Management
Virginia
$3.67M +$327K +7,184 +11%
AA
698
Ancora Advisors
Ohio
$3.65M -$107K -2,341 -3%
WSFS
699
Wilmington Savings Fund Society
Delaware
$3.65M -$36.3K -796 -1%
PSC
700
Prentiss Smith & Co
Vermont
$3.6M +$2.77M +60,766 +548%

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.