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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
CFM
801
Coronation Fund Managers
South Africa
$2.49M +$2M +43,879 +764%
CCT
802
Capital City Trust
Florida
$2.45M -$191K -4,192 -8%
GA
803
Geneva Advisors
Illinois
$2.45M -$56.4K -1,238 -2%
MA
804
Montag & Associates
Georgia
$2.44M +$775 +17 +0%
SCM
805
Stellar Capital Management
Arizona
$2.44M -$18.5K -405 -0.8%
TSWM
806
Triangle Securities Wealth Management
North Carolina
$2.44M -$28K -614 -1%
NIT
807
NumerixS Investment Technologies
British Columbia, Canada
$2.43M -$976K -21,423 -31%
RWA
808
Ropes Wealth Advisors
Massachusetts
$2.43M +$1.5M +33,020 +215%
RC
809
Roundview Capital
New Jersey
$2.4M +$809K +17,745 +59%
BHWM
810
Bar Harbor Wealth Management
New Hampshire
$2.39M -$262K -5,751 -11%
IIM
811
Ipswich Investment Management
Massachusetts
$2.39M +$1.33M +29,204 +158%
ANB
812
Amarillo National Bank
Texas
$2.39M
ZAM
813
Zevin Asset Management
Massachusetts
$2.39M -$114K -2,500 -5%
BAC
814
Boys Arnold & Co
North Carolina
$2.38M -$219K -4,800 -9%
SFM
815
Sphera Funds Management
Israel
$2.37M +$2.15M +47,250 New
HW
816
Hedeker Wealth
Illinois
$2.37M -$8.98K -197 -0.4%
MML Investors Services
817
MML Investors Services
Massachusetts
$2.37M +$83.2K +1,826 +4%
NC
818
Northpointe Capital
Michigan
$2.37M +$2.15M +47,187 New
PGIM
819
Pacific Global Investment Management
California
$2.36M -$18.7K -411 -0.9%
ANTB
820
AMG National Trust Bank
Colorado
$2.32M -$21.2K -465 -1%
BFS
821
Bradley Foster & Sargent
Connecticut
$2.3M -$25.1K -550 -1%
GVT
822
Genesee Valley Trust
New York
$2.29M +$214K +4,705 +11%
AIIMS
823
Analyst IMS Investment Management Services
Israel
$2.27M +$221K +4,844 +12%
BG
824
Bahl & Gaynor
Ohio
$2.27M +$16K +352 +0.8%
SNT
825
Security National Trust
West Virginia
$2.27M +$47.6K +1,045 +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.