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Oracle

1,816 hedge funds and large institutions have $103B invested in Oracle in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 567 increasing their positions, 862 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

25% more funds holding in top 10

Funds holding in top 10: 6986 (+17)

4% more capital invested

Capital invested by funds: $99.1B → $103B (+$3.47B)

1% more funds holding

Funds holding: 1,8041,816 (+12)

0.21% less ownership

Funds ownership: 54.08%53.87% (-0.21%)

34% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 862

51% less call options, than puts

Call options by funds: $785M | Put options by funds: $1.59B

Holders
1,816
Holders Change
+12
Holders Change %
+0.67%
% of All Funds
39.44%
Holding in Top 10
86
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+24.64%
% of All Funds
1.87%
New
113
Increased
567
Reduced
862
Closed
81
Calls
$785M
Puts
$1.59B
Net Calls
-$801M
Net Calls Change
-$698M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1001
Sound View Wealth Advisors Group
Georgia
$1.13M +$1.08M +19,911 New
WAM
1002
Weatherly Asset Management
California
$1.12M -$54.8K -1,012 -5%
QI
1003
Qtron Investments
Massachusetts
$1.12M +$421K +7,774 +66%
FNBT
1004
FineMark National Bank & Trust
Florida
$1.12M +$267K +4,943 +34%
CFA
1005
Carroll Financial Associates
North Carolina
$1.11M +$63.4K +1,172 +6%
KFS
1006
Kurt F. Somerville
$1.11M -$541K -9,990 -34%
ZB
1007
Zions Bancorporation
Utah
$1.11M +$67.1K +1,240 +7%
CGL
1008
Clarius Group LLC
Washington
$1.1M +$106K +1,954 +11%
BOS
1009
Bingham Osborn & Scarborough
California
$1.1M +$59.6K +1,101 +6%
Marshall Wace
1010
Marshall Wace
United Kingdom
$1.1M +$857K +15,841 +462%
FCA
1011
FinTrust Capital Advisors
South Carolina
$1.09M +$154K +2,849 +17%
AG
1012
Algert Global
California
$1.09M +$1.04M +19,172 New
GWM
1013
Geneos Wealth Management
Colorado
$1.09M -$88.9K -1,643 -8%
IWC
1014
Integrated Wealth Concepts
Massachusetts
$1.09M +$277K +5,110 +36%
CRC
1015
Curi RMB Capital
Illinois
$1.08M +$487 +9 +0%
GRP
1016
Global Retirement Partners
California
$1.08M -$3.68K -68 -0.4%
AI
1017
Accredited Investors
Minnesota
$1.08M -$5.41K -100 -0.5%
I2I
1018
Insight 2811 Inc
Illinois
$1.08M -$77.4K -1,430 -7%
AIA
1019
AIMZ Investment Advisors
California
$1.08M -$5.41K -100 -0.5%
FFC
1020
First Financial Corp
Indiana
$1.07M -$67.9K -1,254 -6%
RBFC
1021
Roman Butler Fullerton & Co
Missouri
$1.07M -$40.5K -749 -4%
NB
1022
Northwest Bancshares
Pennsylvania
$1.07M -$29.2K -540 -3%
ACM
1023
Azimuth Capital Management
Michigan
$1.07M -$27.1K -500 -3%
PWP
1024
Private Wealth Partners
California
$1.07M
LRPA
1025
L. Roy Papp & Associates
Arizona
$1.07M +$19K +352 +2%

ORCL Hedge Fund Activity: Q2 2019 in Review

1,816 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2019, worth a combined $103B — up 3.5% from $99.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ORCL positions and 81 closed out — a net gain of 32 holders — while 567 added to existing stakes and 862 trimmed.

The largest buyer was Nuveen, adding an estimated $541M. The largest seller was Vanguard Group, cutting an estimated $661M.

  • 1,816 institutional investors held Oracle (ORCL) as of Q2 2019, up from 1,804 in Q1 2019.
  • Funds reported $103B of Oracle stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 113 funds opened new Oracle positions in Q2 2019 and 81 closed out, a net change of +32 holders.
  • The largest Oracle buyer in Q2 2019 was Nuveen, an estimated $541M added.
  • The largest Oracle seller in Q2 2019 was Vanguard Group, an estimated $661M sold.

Based on aggregated 13F filings for Q2 2019.