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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
Jennison Associates
801
Jennison Associates
New York
$2.02M +$1.91M +37,559 New
LCC
802
Lincoln Capital Corp
Rhode Island
$2.01M -$2.25M -44,153 -54%
NGA
803
Naples Global Advisors
Florida
$2.01M +$57.3K +1,124 +3%
Victory Capital Management
804
Victory Capital Management
Texas
$2M -$22K -432 -1%
AIM
805
AMI Investment Management
Indiana
$2M
ACM
806
Ativo Capital Management
Illinois
$2M -$20.7K -407 -1%
HI
807
HBK Investments
Texas
$1.99M +$1.89M +37,044 New
MA
808
Mutual Advisors
Nebraska
$1.99M -$287K -5,642 -13%
Two Sigma Investments
809
Two Sigma Investments
New York
$1.98M -$6.24M -122,383 -77%
BHWM
810
Bar Harbor Wealth Management
New Hampshire
$1.98M -$106K -2,078 -5%
NCM
811
Narwhal Capital Management
Georgia
$1.98M
O
812
Ossiam
France
$1.98M +$1.56M +30,710 +503%
WorldQuant Millennium Advisors
813
WorldQuant Millennium Advisors
New York
$1.97M +$48.5K +951 +3%
HPCM
814
High Pointe Capital Management
Illinois
$1.96M -$21.9K -430 -1%
PRS
815
Pinkerton Retirement Specialists
Idaho
$1.96M +$61.1K +1,200 +3%
MIC
816
Means Investment Company
Maine
$1.95M +$55.3K +1,085 +3%
HFS
817
HL Financial Services
Kentucky
$1.94M -$226K -4,434 -11%
ISB
818
Iowa State Bank
Iowa
$1.92M -$38K -745 -2%
CCMG
819
Clark Capital Management Group
Pennsylvania
$1.91M -$91.5K -1,796 -5%
MA
820
Montag & Associates
Georgia
$1.9M -$35.7K -700 -2%
YWP
821
YorkBridge Wealth Partners
New York
$1.89M +$71.9K +1,411 +4%
AAMA
822
Advanced Asset Management Advisors
Ohio
$1.88M +$2.34K +46 +0.1%
QCG
823
Quadrant Capital Group
Ohio
$1.87M +$45.7K +897 +3%
PNC
824
Park National Corp
Ohio
$1.86M -$87.3K -1,713 -5%
BO
825
Bank OZK
Arkansas
$1.85M -$12.9K -254 -0.7%

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.