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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
LWANC
1051
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.01M +$21.6K +400 +2%
ARMT
1052
Amica Retiree Medical Trust
Rhode Island
$1M
IR
1053
Invictus RG
Bermuda
$1M +$950K +17,564 New
KMWM
1054
Keudell/Morrison Wealth Management
Oregon
$1M -$50.4K -932 -5%
PFO
1055
Pathstone Family Office
New Jersey
$997K +$5.2K +96 +0.6%
MC
1056
Machina Capital
France
$994K +$207K +3,822 +28%
BCM
1057
Breiter Capital Management
Florida
$991K -$26K -481 -3%
SC
1058
Slow Capital
California
$991K +$10.7K +197 +1%
BA
1059
Bridgewater Associates
Connecticut
$990K -$1.68M -31,073 -64%
HSA
1060
HBK Sorce Advisory
Pennsylvania
$989K -$42K -777 -4%
BDF
1061
Balasa Dinverno & Foltz
$989K -$162 -3 -0%
BAM
1062
Belpointe Asset Management
Nevada
$987K -$15.8K -292 -2%
APP
1063
Avantax Planning Partners
Iowa
$986K +$175K +3,237 +24%
PPSG
1064
Princeton Portfolio Strategies Group
New Jersey
$982K -$35.2K -650 -4%
Cetera Investment Advisers
1065
Cetera Investment Advisers
Illinois
$981K -$333K -6,159 -26%
AIC
1066
Ayalon Insurance Company
Israel
$980K -$120K -2,210 -12%
S
1067
SignatureFD
Georgia
$979K -$53.9K -997 -5%
GAG
1068
GM Advisory Group
New York
$977K -$55.5K -1,025 -6%
AWM
1069
Altium Wealth Management
New York
$974K +$91K +1,681 +11%
WC
1070
Whitney & Co
New York
$970K
BO
1071
BRR OpCo
Ohio
$967K +$918K +16,968 New
HA
1072
Harfst & Associates
Wyoming
$966K +$42.6K +787 +5%
ETI
1073
Enterprise Trust & Investment
California
$963K +$915K +16,904 New
CL
1074
CPWM LLC
Washington
$962K +$812 +15 +0.1%
TIA
1075
Trust Investment Advisors
Indiana
$957K -$87.4K -1,615 -9%

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.