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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
MM
826
Midas Management
New York
$2.26M
SYBT
827
Stock Yards Bank & Trust
Kentucky
$2.24M -$11.8K -260 -0.6%
BPC
828
Banque Pictet & Cie
Switzerland
$2.24M +$275K +6,024 +16%
PNAA
829
Pictet North America Advisors
Switzerland
$2.24M +$275K +6,024 +16%
FIM
830
Freedom Investment Management
Connecticut
$2.22M +$186K +4,091 +10%
PTC
831
Private Trust Company
Ohio
$2.19M +$52.5K +1,151 +3%
CCM
832
Chickasaw Capital Management
Tennessee
$2.19M
Wealth Enhancement Advisory Services
833
Wealth Enhancement Advisory Services
Minnesota
$2.19M +$2M +43,986 New
FNBT
834
FineMark National Bank & Trust
Florida
$2.19M +$846K +18,562 +74%
TIA
835
Tiemann Investment Advisors
California
$2.18M -$61K -1,338 -3%
BFA
836
Beaumont Financial Advisors
Massachusetts
$2.18M +$1.98M +43,497 New
IP
837
Intellectus Partners
California
$2.17M -$6.06K -133 -0.3%
ACM
838
Argyle Capital Management
Pennsylvania
$2.16M
REMPR
839
Roof Eidam Maycock Peralta (REMP)
California
$2.15M +$35.5K +780 +2%
EHWM
840
Eads & Heald Wealth Management
Georgia
$2.15M -$47.9K -1,050 -2%
CK
841
Cohen Klingenstein
New York
$2.14M
ST
842
Spot Trading
Illinois
$2.14M +$1.95M +42,699 New
DVM
843
Dreman Value Management
Florida
$2.14M -$6.79K -149 -0.3%
CCA
844
Checchi Capital Advisers
California
$2.14M -$162K -3,564 -8%
CIA
845
Choate Investment Advisors
Massachusetts
$2.13M -$13.7K -300 -0.7%
HS
846
Huntington Steele
Pennsylvania
$2.11M -$9.89K -217 -0.5%
PG
847
PEAK6 Group
Illinois
$2.09M +$1.9M +41,710 New
SAM
848
Selway Asset Management
$2.09M +$9.12K +200 +0.5%
FAB
849
First American Bank
Illinois
$2.08M
BO
850
Bank OZK
Arkansas
$2.08M -$308K -6,762 -14%

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.