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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
FFWA
976
FRG Family Wealth Advisors
Washington
$1.33M +$15.5K +340 +1%
GJIC
977
Gamble Jones Investment Counsel
California
$1.32M -$33.1K -727 -3%
ACM
978
Alta Capital Management
Utah
$1.32M -$551K -12,097 -31%
NGA
979
Naples Global Advisors
Florida
$1.31M +$6.84K +150 +0.6%
HAG
980
HighPoint Advisor Group
Illinois
$1.3M
PWP
981
Private Wealth Partners
California
$1.29M -$68.4K -1,500 -5%
PI
982
PHH Investments
Texas
$1.29M -$29.6K -650 -2%
HBT
983
Hills Bank & Trust
Iowa
$1.29M +$27.6K +605 +2%
AssetMark Inc
984
AssetMark Inc
California
$1.29M -$87.4K -1,917 -7%
ST
985
Smithfield Trust
Pennsylvania
$1.28M +$162K +3,560 +16%
TIM
986
Total Investment Management
Arizona
$1.28M
ZCA
987
Zeke Capital Advisors
Pennsylvania
$1.28M +$128K +2,819 +12%
CCWA
988
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.27M -$3.1K -68 -0.3%
ACI
989
Alpha Cubed Investments
California
$1.27M +$181K +3,973 +19%
DWT
990
Dorsey & Whitney Trust
South Dakota
$1.27M +$31.4K +689 +3%
BSW
991
Buckingham Strategic Wealth
Missouri
$1.27M -$44K -966 -4%
LC
992
Loews Corp
New York
$1.26M
NB
993
Nicolet Bankshares
Wisconsin
$1.26M -$81.2K -1,782 -7%
PFSC
994
Peoples Financial Services Corp
Pennsylvania
$1.26M
EI
995
Elkhorn Investments
Illinois
$1.25M -$74.5K -1,634 -6%
SOAMC
996
Spirit of America Management Corp
New York
$1.24M
PRS
997
Pinkerton Retirement Specialists
Idaho
$1.24M -$39.1K -857 -3%
CHC
998
City Holding Co
West Virginia
$1.24M +$74.1K +1,625 +7%
WT
999
Washington Trust
Rhode Island
$1.24M +$235K +5,162 +26%
NIP
1000
Nicholas Investment Partners
California
$1.24M +$1.12M +24,649 New

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.