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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
FSA
726
Franklin Street Advisors
North Carolina
$2.67M -$110K -2,152 -4%
SIAG
727
Signet Investment Advisory Group
Rhode Island
$2.66M +$25.5K +500 +1%
HT
728
Heritage Trust
Oklahoma
$2.65M +$2.2M +43,233 +705%
SHCM
729
Stokes & Hubbell Capital Management
Louisiana
$2.64M +$304K +5,970 +14%
AWM
730
Avior Wealth Management
Nebraska
$2.62M +$209K +4,111 +9%
MCM
731
Manchester Capital Management
Vermont
$2.62M
BA
732
Bridgewater Associates
Connecticut
$2.6M -$12.1M -238,003 -83%
TI
733
Tidal Investments
Wisconsin
$2.6M -$1.07M -21,074 -30%
DWM
734
Darwin Wealth Management
Florida
$2.56M +$2.43M +47,731 New
Impax Asset Management Group
735
Impax Asset Management Group
United Kingdom
$2.56M +$302K +5,926 +14%
MPWT
736
MassMutual Private Wealth & Trust
Connecticut
$2.55M -$1.55M -30,420 -39%
BBNA
737
Bremer Bank National Association
Minnesota
$2.54M +$2.34M +45,979 New
CC
738
Cedar Capital
Illinois
$2.52M +$84.2K +1,653 +4%
SFG
739
SevenBridge Financial Group
Pennsylvania
$2.52M +$28.1K +551 +1%
FC
740
Ferris Capital
Massachusetts
$2.51M +$16.3K +319 +0.7%
RWA
741
Ropes Wealth Advisors
Massachusetts
$2.5M -$121K -2,369 -5%
ECM
742
Element Capital Management
New York
$2.49M -$471K -9,247 -17%
FL
743
Fort LP
Maryland
$2.47M +$120K +2,347 +5%
CLOS
744
Compagnie Lombard Odier SCmA
Switzerland
$2.47M -$1.12M -21,900 -32%
CCM
745
Chickasaw Capital Management
Tennessee
$2.46M -$23.4K -460 -1%
SC
746
Sawyer & Company
Massachusetts
$2.45M -$27.2K -533 -1%
VLKIM
747
Van Lanschot Kempen Investment Management
Netherlands
$2.44M +$2.32M +45,481 New
Simplex Trading
748
Simplex Trading
Illinois
$2.42M -$2.34M -45,903 -50%
VAS
749
Vestmark Advisory Solutions
Massachusetts
$2.42M +$2.3M +45,074 New
CC
750
Cypress Capital
Tennessee
$2.41M -$250K -4,902 -10%

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.