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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
CCA
1001
Cobblestone Capital Advisors
New York
$1.23M +$5.38K +118 +0.5%
BCM
1002
Buckhead Capital Management
Georgia
$1.23M +$50.2K +1,101 +5%
LW
1003
Linscomb Wealth
Texas
$1.23M +$19.8K +434 +2%
ACM
1004
Azimuth Capital Management
Michigan
$1.22M -$54.7K -1,200 -5%
RG
1005
Rikoon Group
New Mexico
$1.22M +$35.8K +785 +3%
SJL
1006
Shayne & Jacobs LLC
Tennessee
$1.21M -$28.8K -633 -3%
CWA
1007
Cypress Wealth Advisors
California
$1.21M -$643K -14,109 -37%
SPC
1008
Sigma Planning Corp
Michigan
$1.2M +$26.7K +586 +3%
ARMT
1009
Amica Retiree Medical Trust
Rhode Island
$1.2M
DBIA
1010
Dumont & Blake Investment Advisors
New Jersey
$1.19M -$16K -350 -1%
GAG
1011
GM Advisory Group
New York
$1.19M
IFB
1012
iAB Financial Bank
Indiana
$1.19M +$20K +438 +2%
LRPA
1013
L. Roy Papp & Associates
Arizona
$1.17M +$13.8K +303 +1%
IFS
1014
Ifrah Financial Services
Arkansas
$1.17M -$8.16K -179 -0.8%
BA
1015
Bennicas & Associates
California
$1.17M +$1.59K +35 +0.2%
WIM
1016
Waverton Investment Management
United Kingdom
$1.16M -$2.92M -64,112 -73%
SBSB
1017
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.15M +$3.96K +87 +0.4%
JC
1018
Jacobs & Co
California
$1.15M -$3.65K -80 -0.3%
LIM
1019
Leavell Investment Management
Alabama
$1.15M +$16K +351 +2%
FFC
1020
First Financial Corp
Indiana
$1.15M -$7.29K -160 -0.7%
Mariner
1021
Mariner
Kansas
$1.14M -$136K -2,980 -12%
SIMM
1022
Stillwater Investment Management (Minnesota)
Minnesota
$1.14M -$209K -4,581 -17%
FCFC
1023
First Commonwealth Financial Corp
Pennsylvania
$1.14M -$77.5K -1,701 -7%
BG
1024
Bollard Group
Massachusetts
$1.14M +$4.42K +97 +0.4%
CIM
1025
CenturyLink Investment Management
Colorado
$1.14M -$72K -1,579 -6%

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.