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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
CWM
676
Concentric Wealth Management
California
$3.09M -$54.5K -1,070 -2%
VFA
677
Voya Financial Advisors
Connecticut
$3.09M -$1.14M -22,330 -28%
HCMT
678
Highland Capital Management (Tennessee)
Tennessee
$3.08M -$31K -608 -1%
GIP
679
Granite Investment Partners
California
$3.08M -$60.5K -1,188 -2%
CICI
680
Capital Investment Counsel Inc
North Carolina
$3.08M
WSFS
681
Wilmington Savings Fund Society
Delaware
$3.06M -$229K -4,492 -7%
HAM
682
Hammer Asset Management
California
$3.04M -$9.12K -179 -0.3%
PCTC
683
Perkins Coie Trust Company
Washington
$3.03M +$39.7K +779 +1%
SCA
684
Snowden Capital Advisors
New York
$3.02M -$1.48M -29,021 -34%
AF
685
Arrow Financial
New York
$2.98M +$218K +4,280 +8%
QCM
686
Quadrant Capital Management
New Jersey
$2.96M +$45.6K +896 +2%
ACM
687
Argyle Capital Management
Pennsylvania
$2.93M
LDB
688
Lee, Danner & Bass
Tennessee
$2.92M -$42.5K -835 -2%
OA
689
Oxbow Advisors
Texas
$2.9M -$272K -5,330 -9%
ACC
690
Accident Compensation Corp
New Zealand
$2.89M -$377K -7,400 -12%
SBIA
691
Sheaff Brock Investment Advisors
Indiana
$2.88M -$39.4K -773 -1%
ONB
692
Old National Bancorp
Indiana
$2.88M -$1.28M -25,173 -32%
TCOV
693
Trust Company of Vermont
Vermont
$2.88M -$37.6K -739 -1%
OC
694
Oppenheimer & Co
New York
$2.88M -$1.75M -34,414 -39%
SWM
695
Stockman Wealth Management
Montana
$2.88M -$1.54M -30,180 -36%
COI
696
Connable Office Inc
Michigan
$2.88M +$13K +255 +0.5%
H
697
HoyleCohen
California
$2.87M -$321K -6,297 -11%
UCI
698
Uncommon Cents Investing
Wisconsin
$2.86M -$218K -4,285 -7%
RIM
699
Redwood Investment Management
Arizona
$2.85M +$2.7M +53,021 New
QC
700
Quadrature Capital
United Kingdom
$2.84M +$1.41M +27,677 +110%

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.