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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
FCM
926
Fairbanks Capital Management
California
$1.56M +$1.42M +31,114 New
UBG
927
United Bank (Georgia)
Georgia
$1.56M -$73.4K -1,610 -5%
LCM
928
Leisure Capital Management
California
$1.56M -$37.9K -832 -3%
HIC
929
Holderness Investments Company
North Carolina
$1.55M +$17.4K +382 +1%
SFG
930
SNS Financial Group
Minnesota
$1.54M +$75.7K +1,660 +6%
CAM
931
CGOV Asset Management
Ontario, Canada
$1.54M -$253K -5,550 -19%
MCM
932
Mork Capital Management
California
$1.53M
OIA
933
Optimum Investment Advisors
Illinois
$1.53M +$1.87K +41 +0.1%
AIA
934
Allegis Investment Advisors
Idaho
$1.53M +$578K +12,673 +71%
PA
935
Parallel Advisors
California
$1.51M -$27.2K -596 -2%
BJL
936
Brighton Jones LLC
Washington
$1.51M +$1.37M +30,067 New
RVM
937
Robinson Value Management
Texas
$1.51M -$18.8K -413 -1%
SNB
938
Security National Bank
Nebraska
$1.51M +$55.1K +1,210 +4%
BBCM
939
Boardman Bay Capital Management
New York
$1.5M +$1.37M +30,000 New
TC
940
Telemus Capital
Michigan
$1.5M +$50.2K +1,102 +4%
BAM
941
Berkshire Asset Management
Pennsylvania
$1.49M
WA
942
WBH Advisory
Maryland
$1.49M -$58.5K -1,284 -4%
FNT
943
First Nebraska Trust
Nebraska
$1.49M
CBT
944
Central Bank & Trust
Kentucky
$1.48M -$34.5K -758 -3%
GT
945
Greenleaf Trust
Michigan
$1.48M +$42.6K +934 +3%
MIAN
946
Mariner Independent Advisor Network
Kansas
$1.47M +$1.34M +29,380 New
HJMC
947
Hellman Jordan Management Company
Massachusetts
$1.47M +$1.34M +29,300 New
NIMI
948
Natixis Investment Managers International
France
$1.47M -$82.9K -1,820 -6%
AB
949
Atlas Brown
Kentucky
$1.46M +$79.8K +1,750 +6%
GCC
950
Guardian Capital (Canada)
Ontario, Canada
$1.46M +$115K +2,531 +10%

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.