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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
CCM
1001
Cullen Capital Management
New York
$1.08M
AWM
1002
AE Wealth Management
Kansas
$1.08M -$61.6K -1,210 -6%
FFC
1003
First Financial Corp
Indiana
$1.08M +$66.1K +1,298 +7%
SVWA
1004
Sound View Wealth Advisors
Georgia
$1.08M -$7.34K -144 -0.7%
TNB
1005
Thomasville National Bank
Georgia
$1.08M -$1.02K -20 -0.1%
BWCS
1006
Beirne Wealth Consulting Services
Connecticut
$1.07M -$82.6K -1,621 -8%
SACTSONJ
1007
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M
KCM
1008
Kornitzer Capital Management
Kansas
$1.06M -$39.5K -775 -4%
I2I
1009
Insight 2811 Inc
Illinois
$1.06M -$58.3K -1,144 -5%
CCP
1010
Corient Capital Partners
California
$1.06M +$137K +2,694 +16%
KMWM
1011
Keudell/Morrison Wealth Management
Oregon
$1.06M +$1M +19,674 New
IA
1012
IFP Advisors
Florida
$1.05M -$657K -12,902 -40%
CAM
1013
Covenant Asset Management
New Jersey
$1.05M
LHC
1014
Little House Capital
Massachusetts
$1.05M +$101K +1,979 +11%
CCWA
1015
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M -$231K -4,525 -19%
AIC
1016
Ayalon Insurance Company
Israel
$1.04M
BIA
1017
Bigelow Investment Advisors
Maine
$1.04M -$22.8K -448 -2%
NB
1018
Northwest Bancshares
Pennsylvania
$1.04M +$15.6K +307 +2%
ACM
1019
Azimuth Capital Management
Michigan
$1.04M
BFO
1020
Biltmore Family Office
North Carolina
$1.04M +$81K +1,590 +9%
FMT
1021
First Mercantile Trust
Tennessee
$1.03M -$17.5K -344 -2%
SLF
1022
Sun Life Financial
Ontario, Canada
$1.02M -$242K -4,750 -20%
CRC
1023
Curi RMB Capital
Illinois
$1.02M -$83.3K -1,635 -8%
AI
1024
Accredited Investors
Minnesota
$1.02M -$15.3K -300 -2%
AIA
1025
AIMZ Investment Advisors
California
$1.02M

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.