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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
TWI
1051
Thomas White International
Illinois
$1.03M
SHGA
1052
Sand Hill Global Advisors
California
$1.03M +$715K +15,678 +328%
I
1053
INVST
Indiana
$1.03M +$1.05M +22,994 New
CCM
1054
Cullen Capital Management
New York
$1.01M
AB
1055
AT Bancorp
Iowa
$1.01M -$25.2K -552 -3%
B
1056
Bailard
California
$1.01M +$9.12K +200 +1%
FMWA
1057
Forvis Mazars Wealth Advisors
Missouri
$999K +$67.1K +1,472 +8%
CWM
1058
Calamos Wealth Management
Illinois
$997K +$3.33K +73 +0.4%
AIA
1059
AIMZ Investment Advisors
California
$994K
CHAM
1060
Clear Harbor Asset Management
Connecticut
$994K +$567K +12,436 +171%
IAA
1061
Independent Advisor Alliance
North Carolina
$993K -$54.7K -1,201 -6%
NAMA
1062
Nikko Asset Management Americas
New York
$973K
I2I
1063
Insight 2811 Inc
Illinois
$969K -$69K -1,515 -7%
EMG
1064
Ellington Management Group
Connecticut
$963K +$105K +2,300 +14%
BOS
1065
Bingham Osborn & Scarborough
California
$961K -$10.2K -224 -1%
SJIM
1066
St. Johns Investment Management
Florida
$960K +$3.01K +66 +0.3%
WWM
1067
Willingdon Wealth Management
North Carolina
$959K +$24.6K +540 +3%
IFWM
1068
Institute for Wealth Management
Colorado
$957K +$867K +19,019 New
ST
1069
Sentinel Trust
Texas
$955K +$2.73K +60 +0.3%
BWL
1070
Bogart Wealth LLC
Virginia
$949K
DG
1071
Davidson & Garrard
Virginia
$943K -$27.3K -600 -3%
MCM
1072
Murphy Capital Management
New Jersey
$938K -$6.2K -136 -0.7%
CAM
1073
Cubic Asset Management
Massachusetts
$914K
AL
1074
Aspiriant LLC
California
$911K +$574K +12,601 +226%
BFM
1075
Boothbay Fund Management
New York
$910K -$452K -9,907 -35%

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.