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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
PWAP
851
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.71M +$459 +9 +0%
AC
852
Abbrea Capital
California
$1.71M +$9.78K +192 +0.6%
CAM
853
Columbia Asset Management
Michigan
$1.7M -$102K -2,000 -6%
NA
854
NewEdge Advisors
Louisiana
$1.68M +$227K +4,450 +17%
AIM
855
ARGA Investment Management
Connecticut
$1.67M
PFS
856
Physicians Financial Services
North Carolina
$1.67M +$9.17K +180 +0.6%
TIM
857
Total Investment Management
Arizona
$1.67M -$229K -4,491 -13%
KPW
858
Kore Private Wealth
New York
$1.66M +$27.1K +532 +2%
HCM
859
Harvest Capital Management
New Hampshire
$1.66M
MPI
860
Mairs & Power Inc
Minnesota
$1.66M -$20.9K -410 -1%
CIP
861
Capital Insight Partners
Arizona
$1.65M -$953K -18,715 -38%
EAM
862
Eukles Asset Management
Ohio
$1.65M +$866 +17 +0.1%
ANTB
863
AMG National Trust Bank
Colorado
$1.65M -$398K -7,804 -20%
BFEC
864
Benjamin F. Edwards & Company
Missouri
$1.65M -$54.8K -1,075 -3%
MCM
865
Mork Capital Management
California
$1.64M
HCM
866
Harvey Capital Management
Florida
$1.64M -$8.16M -160,209 -84%
JRP
867
Jasper Ridge Partners
California
$1.64M +$1.55M +30,500 New
CG
868
Cutler Group
California
$1.64M +$1.28M +25,041 +459%
FNT
869
First Nebraska Trust
Nebraska
$1.64M +$866 +17 +0.1%
UR
870
USCA RIA
Texas
$1.63M -$36.6K -718 -2%
CA
871
Cetera Advisors
Colorado
$1.62M -$84.4K -1,657 -5%
GCMG
872
Gyroscope Capital Management Group
Florida
$1.62M -$5.09K -100 -0.3%
MAFM
873
Mid Atlantic Financial Management
Pennsylvania
$1.62M +$7.74K +152 +0.5%
FLI
874
Family Legacy Inc
South Carolina
$1.61M -$20.4K -400 -1%
CCA
875
Checchi Capital Advisers
California
$1.61M -$47.5K -932 -3%

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.