We are live on ! Find out more
ORCL icon

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
GWCM
951
Godshalk Welsh Capital Management
Pennsylvania
$1.45M -$54.7K -1,200 -4%
NSB
952
Norway Savings Bank
Maine
$1.44M +$3.87K +85 +0.3%
AC
953
Abbrea Capital
California
$1.43M -$6.15K -135 -0.5%
FIB
954
First Interstate Bank
Montana
$1.43M -$115K -2,525 -8%
HAM
955
Highstreet Asset Management
Ontario, Canada
$1.43M +$1.3M +28,491 New
TCM
956
Tradewinds Capital Management
Washington
$1.43M -$51.5K -1,131 -4%
CAM
957
Close Asset Management
United Kingdom
$1.42M +$7.75K +170 +0.6%
SNBOSD
958
Security National Bank of So Dak
Iowa
$1.42M -$176K -3,863 -12%
GW
959
GW & Wade
Massachusetts
$1.42M +$3.24K +71 +0.3%
HCM
960
Highbridge Capital Management
New York
$1.41M +$1.28M +28,160 New
YWP
961
YorkBridge Wealth Partners
New York
$1.4M +$35.2K +773 +3%
OAM
962
Oxford Asset Management
United Kingdom
$1.4M +$1.27M +27,931 New
VWM
963
Venturi Wealth Management
Texas
$1.39M +$264K +5,792 +26%
AWM
964
Avior Wealth Management
Nebraska
$1.39M -$217K -4,770 -15%
AIM
965
Anchor Investment Management
South Carolina
$1.37M -$31.9K -700 -2%
QCG
966
Quadrant Capital Group
Ohio
$1.37M -$49K -1,075 -4%
FMTCOCP
967
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.36M -$23.9K -525 -2%
BWP
968
Baldwin Wealth Partners
Massachusetts
$1.36M -$248K -5,449 -17%
P
969
Pitcairn
Pennsylvania
$1.36M -$34.8K -764 -3%
WCM
970
Wunderlich Capital Managemnt
Tennessee
$1.36M -$10.9K -239 -0.9%
NPC
971
National Planning Corporation
California
$1.35M -$45.5K -998 -4%
CAM
972
Covenant Asset Management
New Jersey
$1.34M
SIM
973
Sonora Investment Management
Arizona
$1.34M +$602K +13,202 +98%
FBB
974
Fulton Breakefield Broenniman
Maryland
$1.33M -$11.2K -246 -0.9%
JG
975
Jefferies Group
New York
$1.33M -$17.5M -384,267 -94%

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.