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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
EAM
901
Eagle Asset Management
Florida
$1.7M -$7.16K -157 -0.5%
DPIM
902
Duff & Phelps Investment Management
Illinois
$1.7M -$105K -2,310 -6%
UAM
903
UAS Asset Management
New York
$1.68M -$30.8K -675 -2%
RIM
904
Regent Investment Management
Kentucky
$1.67M -$214K -4,699 -12%
CWM
905
CMH Wealth Management
New Hampshire
$1.66M -$8.66K -190 -0.6%
AL
906
Airain Ltd
Guernsey
$1.66M +$1.51M +33,058 New
CA
907
Cetera Advisors
Colorado
$1.65M -$71.1K -1,559 -5%
HFS
908
HL Financial Services
Kentucky
$1.65M +$189K +4,155 +14%
RIL
909
Rothschild Investment LLC
Illinois
$1.64M -$72.4K -1,589 -5%
DSC
910
Duncker Streett & Co
Missouri
$1.64M +$41.2K +905 +3%
KCP
911
KDI Capital Partners
North Carolina
$1.63M
TMAM
912
Tokio Marine Asset Management
Japan
$1.63M -$486K -10,674 -25%
MPI
913
Mairs & Power Inc
Minnesota
$1.63M +$84.2K +1,848 +6%
NI
914
Nepsis Inc
Minnesota
$1.62M +$1.47M +32,246 New
SNBOSCI
915
Security National Bank of Sioux City Iowa
Iowa
$1.61M +$182K +4,000 +14%
PFS
916
Physicians Financial Services
North Carolina
$1.61M -$45.8K -1,006 -3%
FHC
917
First Houston Capital
Texas
$1.61M +$1.06M +23,200 +261%
CAM
918
Columbia Asset Management
Michigan
$1.6M +$45.6K +1,000 +3%
AWCI
919
Alpine Woods Capital Investors
New York
$1.6M
NFG
920
Nadler Financial Group
Illinois
$1.6M -$44.7K -980 -3%
ACM
921
Ativo Capital Management
Illinois
$1.6M -$246K -5,400 -14%
FLI
922
Family Legacy Inc
South Carolina
$1.58M +$6.29K +138 +0.4%
FMBTD
923
First Midwest Bank Trust Division
Illinois
$1.58M -$194K -4,253 -12%
GWM
924
Geneos Wealth Management
Colorado
$1.57M +$13.4K +295 +1%
BCM
925
Boltwood Capital Management
California
$1.57M

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.