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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
Wells Fargo
51
Wells Fargo
California
$449M -$55.2M -1,082,522 -11%
IFP
52
Independent Franchise Partners
United Kingdom
$436M +$5.83M +114,433 +1%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$405M +$6.33M +124,341 +2%
JIM
54
Jensen Investment Management
Oregon
$403M +$18.4M +361,790 +5%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$400M +$442K +8,669 +0.1%
AQR Capital Management
56
AQR Capital Management
Connecticut
$393M +$38.9M +764,218 +12%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$376M -$20.8M -408,014 -6%
Mackenzie Financial
58
Mackenzie Financial
Ontario, Canada
$375M -$132M -2,593,970 -27%
Barclays
59
Barclays
United Kingdom
$372M -$25.5M -501,043 -7%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$364M +$347K +6,812 +0.1%
TCIM
61
TIAA CREF Investment Management
New York
$356M -$26.1M -511,842 -7%
Deutsche Bank
62
Deutsche Bank
Germany
$342M +$36.7M +719,632 +13%
TA
63
Teachers Advisors
New York
$341M -$2.98M -58,431 -0.9%
BAM
64
Burgundy Asset Management
Ontario, Canada
$334M -$54.4M -1,067,291 -15%
LSV Asset Management
65
LSV Asset Management
Illinois
$325M +$61.6M +1,209,400 +25%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$324M +$10.9M +214,098 +4%
UBS Group
67
UBS Group
Switzerland
$323M +$41.6M +817,345 +16%
DnB Asset Management
68
DnB Asset Management
Norway
$320M -$48.3M -948,734 -14%
1832 Asset Management
69
1832 Asset Management
Ontario, Canada
$320M -$38.8M -760,969 -11%
Prudential Financial
70
Prudential Financial
New Jersey
$312M -$6.39M -125,490 -2%
CCM
71
Causeway Capital Management
California
$297M -$72.5M -1,423,648 -20%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$297M -$15.6M -306,497 -5%
FMI
73
Fiduciary Management Inc
Wisconsin
$294M -$71.6M -1,406,147 -20%
Millennium Management
74
Millennium Management
New York
$291M -$236M -4,628,713 -46%
Janus Henderson Group
75
Janus Henderson Group
United Kingdom
$288M +$39.4M +772,979 +17%

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.