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Oracle

1,816 hedge funds and large institutions have $103B invested in Oracle in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 567 increasing their positions, 862 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

25% more funds holding in top 10

Funds holding in top 10: 6986 (+17)

4% more capital invested

Capital invested by funds: $99.1B → $103B (+$3.47B)

1% more funds holding

Funds holding: 1,8041,816 (+12)

0.21% less ownership

Funds ownership: 54.08%53.87% (-0.21%)

34% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 862

51% less call options, than puts

Call options by funds: $785M | Put options by funds: $1.59B

Holders
1,816
Holders Change
+12
Holders Change %
+0.67%
% of All Funds
39.44%
Holding in Top 10
86
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+24.64%
% of All Funds
1.87%
New
113
Increased
567
Reduced
862
Closed
81
Calls
$785M
Puts
$1.59B
Net Calls
-$801M
Net Calls Change
-$698M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
826
CSat Investment Advisory
Michigan
$1.96M -$515K -9,519 -22%
MFG
827
MidWestOne Financial Group
Iowa
$1.96M +$1.86M +34,381 New
FCI
828
Financial Counselors Inc
Kansas
$1.95M +$6.33K +117 +0.3%
YWP
829
YorkBridge Wealth Partners
New York
$1.95M -$48.1K -889 -3%
HAG
830
HighPoint Advisor Group
Illinois
$1.95M +$8.71K +161 +0.5%
CA
831
Clearstead Advisors
Ohio
$1.94M +$70.8K +1,309 +4%
MWNA
832
Marshall Wace North America
New York
$1.93M +$616K +11,389 +51%
TI
833
Tidal Investments
Wisconsin
$1.92M -$787K -14,548 -30%
SPC
834
Stewart & Patten Company
California
$1.92M -$21.6K -400 -1%
MCM
835
Mitchell Capital Management
Kansas
$1.91M +$344K +6,352 +23%
AWM
836
AE Wealth Management
Kansas
$1.91M +$724K +13,382 +67%
CCA
837
Checchi Capital Advisers
California
$1.9M +$189K +3,497 +12%
DIA
838
Dana Investment Advisors
Wisconsin
$1.89M -$300K -5,547 -14%
AC
839
Arjuna Capital
North Carolina
$1.89M +$53.8K +994 +3%
CC
840
ClearArc Capital
Ohio
$1.88M -$338K -6,241 -16%
HBT
841
Hills Bank & Trust
Iowa
$1.87M +$28.7K +530 +2%
HIC
842
Holderness Investments Company
North Carolina
$1.87M
SCP
843
Syntal Capital Partners
Texas
$1.86M +$1.77M +32,670 New
LPIC
844
LeJeune Puetz Investment Counsel
Michigan
$1.84M -$37.9K -700 -2%
IPW
845
Inlet Private Wealth
Florida
$1.84M +$190K +3,504 +13%
TSWM
846
Triangle Securities Wealth Management
North Carolina
$1.83M -$525K -9,710 -24%
SOAMC
847
Spirit of America Management Corp
New York
$1.83M
WTB
848
Washington Trust Bank
Washington
$1.83M -$99.3K -1,835 -5%
Balyasny Asset Management
849
Balyasny Asset Management
Illinois
$1.81M +$1.72M +31,744 New
AIM
850
Arcadia Investment Management
Michigan
$1.81M -$59.5K -1,100 -3%

ORCL Hedge Fund Activity: Q2 2019 in Review

1,816 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2019, worth a combined $103B — up 3.5% from $99.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ORCL positions and 81 closed out — a net gain of 32 holders — while 567 added to existing stakes and 862 trimmed.

The largest buyer was Nuveen, adding an estimated $541M. The largest seller was Vanguard Group, cutting an estimated $661M.

  • 1,816 institutional investors held Oracle (ORCL) as of Q2 2019, up from 1,804 in Q1 2019.
  • Funds reported $103B of Oracle stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 113 funds opened new Oracle positions in Q2 2019 and 81 closed out, a net change of +32 holders.
  • The largest Oracle buyer in Q2 2019 was Nuveen, an estimated $541M added.
  • The largest Oracle seller in Q2 2019 was Vanguard Group, an estimated $661M sold.

Based on aggregated 13F filings for Q2 2019.