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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
Alyeska Investment Group
726
Alyeska Investment Group
Illinois
$3.32M -$146M -3,204,010 -98%
MCM
727
McMillion Capital Management
North Carolina
$3.3M -$2.28K -50 -0.1%
AAIM
728
American Assets Investment Management
California
$3.29M
HCM
729
Hollencrest Capital Management
California
$3.27M +$32.1K +705 +1%
SFM
730
Systematic Financial Management
New Jersey
$3.27M +$1.31M +28,838 +79%
ACP
731
Ashfield Capital Partners
California
$3.26M +$502K +11,008 +20%
JWBC
732
J.W. Burns & Co
New York
$3.25M -$81.3K -1,783 -3%
TWM
733
Torch Wealth Management
Ohio
$3.24M -$8.89K -195 -0.3%
FAT
734
First American Trust
California
$3.21M +$5.33K +117 +0.2%
PFM
735
Parsec Financial Management
North Carolina
$3.21M
VFA
736
Voya Financial Advisors
Connecticut
$3.2M +$200K +4,383 +7%
SSW
737
Smith Shellnut Wilson
Mississippi
$3.19M -$775 -17 -0%
SPIA
738
Steward Partners Investment Advisory
New York
$3.13M +$1.97M +43,120 +222%
CG
739
Caprock Group
Idaho
$3.12M +$1.09K +24 +0%
ITIM
740
Indiana Trust & Investment Management
Indiana
$3.11M -$30.4K -667 -1%
WBG
741
Wharton Business Group
Pennsylvania
$3.11M
BGC
742
Blue Granite Capital
South Carolina
$3.11M
ECM
743
Everence Capital Management
Indiana
$3.11M
WC
744
Whitnell & Co
Illinois
$3.09M +$11.5K +252 +0.4%
CICI
745
Capital Investment Counsel Inc
North Carolina
$3.06M +$2.51K +55 +0.1%
RWA
746
River Wealth Advisors
Pennsylvania
$3.06M +$6.29K +138 +0.2%
GIP
747
Granite Investment Partners
California
$3.06M
AP
748
Advisor Partners
California
$3.03M +$323K +7,081 +13%
AC
749
Alley Company
Illinois
$3.03M +$8.57K +188 +0.3%
TYCC
750
Texas Yale Capital Corp
Florida
$3.03M +$6.84K +150 +0.2%

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.