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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
FMBTD
901
First Midwest Bank Trust Division
Illinois
$1.49M -$146K -2,873 -9%
P
902
Pitcairn
Pennsylvania
$1.47M +$20.6K +405 +1%
MIC
903
Meridian Investment Counsel
California
$1.47M -$25.5K -500 -2%
BAM
904
Berkshire Asset Management
Pennsylvania
$1.47M -$30.6K -600 -2%
MCM
905
Mitchell Capital Management
Kansas
$1.46M +$264K +5,191 +24%
IPW
906
Inlet Private Wealth
Florida
$1.46M +$878K +17,232 +172%
NSB
907
Norway Savings Bank
Maine
$1.46M -$22.7K -445 -2%
BJL
908
Brighton Jones LLC
Washington
$1.46M -$15.5K -305 -1%
HAM
909
Highstreet Asset Management
Ontario, Canada
$1.45M +$9.17K +180 +0.7%
BOTW
910
Bank of the West
California
$1.45M -$247K -4,849 -15%
JA
911
JOYN Advisors
Georgia
$1.45M -$1.07K -21 -0.1%
GCC
912
Guardian Capital (Canada)
Ontario, Canada
$1.44M -$3.41K -67 -0.3%
DSC
913
Duncker Streett & Co
Missouri
$1.43M -$9.88K -194 -0.7%
SIC
914
Salem Investment Counselors
North Carolina
$1.43M +$876K +17,195 +163%
ZAM
915
Zevin Asset Management
Massachusetts
$1.42M -$44.4K -872 -3%
HC
916
HNP Capital
New York
$1.42M -$30K -588 -2%
VRM
917
Vectors Research Management
New York
$1.42M +$1.27M +24,900 +1,638%
SS
918
Simplicity Solutions
Minnesota
$1.42M -$64.7K -1,270 -5%
RIM
919
Regent Investment Management
Kentucky
$1.42M -$15.3K -300 -1%
CWM
920
Chesapeake Wealth Management
Virginia
$1.39M -$53.2K -1,045 -4%
BE
921
Bonness Enterprises
District of Columbia
$1.38M
LW
922
Linscomb Wealth
Texas
$1.38M +$7.03K +138 +0.5%
ANB
923
Amarillo National Bank
Texas
$1.37M -$11.7K -229 -0.9%
MIAN
924
Mariner Independent Advisor Network
Kansas
$1.37M -$111K -2,185 -8%
JWM
925
Jackson Wealth Management
Florida
$1.37M +$1.3M +25,450 New

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.