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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
FBT
976
First Bankers Trust
Kentucky
$1.18M -$966K -18,960 -46%
WCM
977
Washington Capital Management
Washington
$1.18M -$166K -3,250 -13%
CBT
978
Central Bank & Trust
Kentucky
$1.18M -$96.9K -1,901 -8%
WIS
979
Wright Investors Service
Connecticut
$1.16M +$1.1M +21,676 New
SJL
980
Shayne & Jacobs LLC
Tennessee
$1.16M
ADL
981
Asset Dedication LLC
California
$1.16M -$21.9K -430 -2%
WIC
982
Woodmont Investment Counsel
Tennessee
$1.16M -$72.7K -1,426 -6%
FMTCOCP
983
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.15M -$150K -2,950 -12%
Capstone Investment Advisors
984
Capstone Investment Advisors
New York
$1.15M +$49.1K +964 +5%
BBWA
985
Bell & Brown Wealth Advisors
California
$1.15M +$1.17K +23 +0.1%
SSA
986
Schonfeld Strategic Advisors
New York
$1.15M +$22.9K +449 +2%
AIC
987
Ameritas Investment Company
Nebraska
$1.14M -$1.8M -35,347 -63%
RE
988
RBC Europe
United Kingdom
$1.13M -$64.8K -1,272 -6%
AAM
989
Advisors Asset Management
Colorado
$1.13M +$292K +5,732 +38%
BP
990
Ballentine Partners
Massachusetts
$1.13M +$19.7K +386 +2%
FTC
991
Farmers Trust Company
Ohio
$1.12M -$20.4K -401 -2%
GWM
992
Geneos Wealth Management
Colorado
$1.11M +$14.9K +292 +1%
DA
993
DSC Advisors
Illinois
$1.11M +$146K +2,865 +16%
WAM
994
Weatherly Asset Management
California
$1.11M -$288K -5,661 -22%
BWM
995
Buckley Wealth Management
Nevada
$1.11M -$59.7K -1,171 -5%
SBSB
996
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.11M -$153K -2,999 -13%
SIM
997
Sonora Investment Management
Arizona
$1.11M -$23.5K -462 -2%
RBFC
998
Roman Butler Fullerton & Co
Missouri
$1.1M +$17.4K +342 +2%
WPW
999
Waldron Private Wealth
Pennsylvania
$1.1M +$334K +6,560 +47%
PI
1000
PHH Investments
Texas
$1.09M -$17.5K -343 -2%

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.