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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
CIP
776
Capital Insight Partners
Arizona
$2.73M -$34.5K -758 -1%
CS
777
Credential Securities
$2.73M +$145K +3,183 +6%
MJP
778
Michael J. Puzo
$2.72M -$204K -4,470 -8%
AIM
779
ARGA Investment Management
Connecticut
$2.71M +$934K +20,500 +61%
BCM
780
BTC Capital Management
Iowa
$2.71M -$21.8K -479 -0.9%
BFM
781
Boston Financial Management
Massachusetts
$2.7M -$392K -8,605 -14%
CAN
782
Cetera Advisor Networks
California
$2.7M +$60.1K +1,319 +3%
PP
783
Pegasus Partners
Wisconsin
$2.67M +$8.07K +177 +0.3%
HL
784
HeadInvest LLC
Maine
$2.66M -$38K -834 -2%
I
785
IberiaBank
Louisiana
$2.66M +$353K +7,745 +17%
CWM
786
Concentric Wealth Management
California
$2.66M -$22.1K -485 -0.9%
GWM
787
Greenwich Wealth Management
Connecticut
$2.65M -$1.37K -30 -0.1%
PCM
788
Prelude Capital Management
New York
$2.65M +$2.41M +52,884 New
Simplex Trading
789
Simplex Trading
Illinois
$2.65M +$2.41M +52,859 New
TCOV
790
Trust Company of Vermont
Vermont
$2.65M +$134K +2,945 +6%
RMCM
791
Reynders McVeigh Capital Management
Massachusetts
$2.65M -$136K -2,994 -5%
TTWM
792
TCV Trust & Wealth Management
Virginia
$2.64M -$5.8M -127,311 -71%
CNC
793
Citizens & Northern Corp
Pennsylvania
$2.62M -$20.2K -443 -0.8%
OA
794
Oxbow Advisors
Texas
$2.58M -$51.2K -1,123 -2%
OSNBOA
795
Old Second National Bank of Aurora
Illinois
$2.58M -$176K -3,860 -7%
AT
796
Argent Trust
Texas
$2.54M -$34.3K -752 -1%
SSB
797
Sandy Spring Bank
Maryland
$2.53M -$26.2K -574 -1%
LI
798
Longer Investments
Arkansas
$2.52M -$75.7K -1,660 -3%
SCM
799
SOL Capital Management
Maryland
$2.5M -$47.1K -1,034 -2%
OAC
800
OMERS Administration Corp
Ontario, Canada
$2.5M +$2.27M +49,765 New

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.