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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
PMG
876
ProVise Management Group
Florida
$1.9M -$10.2K -223 -0.6%
CFG
877
Citizens Financial Group
Rhode Island
$1.89M -$450K -9,863 -21%
LPIC
878
LeJeune Puetz Investment Counsel
Michigan
$1.89M
ZB
879
Zions Bancorporation
Utah
$1.87M +$1.58M +34,774 +1,389%
CFB
880
Cullen/Frost Bankers
Texas
$1.87M -$88.7K -1,946 -5%
MIM
881
Midwest Investment Management
Ohio
$1.86M
CIA
882
Cascade Investment Advisors
Oregon
$1.84M -$25.8K -565 -2%
NME
883
Notis-McConarty Edward
$1.83M -$309K -6,775 -16%
BA
884
Bridgewater Associates
Connecticut
$1.82M -$3.92M -85,943 -70%
AAS
885
Annex Advisory Services
Wisconsin
$1.81M -$17.4K -381 -1%
JCM
886
Jag Capital Management
Missouri
$1.81M -$31.9K -700 -2%
CA
887
CapWealth Advisors
Tennessee
$1.8M +$172K +3,770 +12%
SPC
888
Stewart & Patten Company
California
$1.8M -$9.12K -200 -0.6%
CBU
889
CIBC Bank USA
Illinois
$1.79M +$10.3K +225 +0.6%
FB
890
Fulton Bank
Pennsylvania
$1.77M -$24.2K -530 -1%
WAM
891
Wealthspire Advisors (Maryland)
Maryland
$1.77M +$145K +3,192 +10%
DRS
892
Deane Retirement Strategies
Louisiana
$1.76M +$1.6M +35,149 New
WS
893
Wedbush Securities
California
$1.75M +$74.8K +1,641 +5%
RW
894
Rand Wealth
Maryland
$1.75M -$1.21M -26,449 -43%
HCM
895
Harvest Capital Management
New Hampshire
$1.74M
LOAME
896
Lombard Odier Asset Management (Europe)
United Kingdom
$1.74M
ISB
897
Iowa State Bank
Iowa
$1.72M -$159K -3,479 -9%
TFA
898
Toth Financial Advisory
Virginia
$1.72M +$257K +5,647 +20%
TNB
899
Thomasville National Bank
Georgia
$1.71M -$8.57K -188 -0.5%
PWAP
900
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.7M -$12K -263 -0.8%

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.