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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
PWW
1076
Pettyjohn Wood & White
Virginia
$907K -$64.9K -1,425 -7%
IP
1077
Investment Partners
Ohio
$907K -$28K -615 -3%
HSA
1078
HBK Sorce Advisory
Pennsylvania
$907K -$5.56K -122 -0.7%
IDBONY
1079
Israel Discount Bank of New York
New York
$904K +$4.1K +90 +0.5%
ADL
1080
Asset Dedication LLC
California
$897K -$66.6K -1,461 -8%
FTC
1081
Farmers Trust Company
Ohio
$895K -$2.28K -50 -0.3%
SFM
1082
Signet Financial Management
New Jersey
$893K -$70.4K -1,544 -8%
RGC
1083
Roberts, Glore & Co
Illinois
$887K -$11.4K -250 -1%
TBNY
1084
Trustco Bank (New York)
New York
$885K -$4.56K -100 -0.6%
CFA
1085
Carroll Financial Associates
North Carolina
$870K +$4.42K +97 +0.6%
FHA
1086
First Horizon Advisors
Tennessee
$861K -$13.6K -299 -2%
AI
1087
Accredited Investors
Minnesota
$860K
1GA
1088
1st Global Advisors
Texas
$856K -$27.7K -607 -3%
EVM
1089
Evelyn V. Moreno
$855K -$79.8K -1,750 -9%
DWA
1090
Douglass Winthrop Advisors
New York
$852K -$9.12K -200 -1%
CT
1091
Cambridge Trust
Massachusetts
$850K -$239K -5,250 -24%
SLG
1092
Stanley-Laman Group
Pennsylvania
$850K +$25.1K +551 +3%
CAW
1093
Cornerstone Advisors (Washington)
Washington
$844K +$44.2K +969 +6%
AAM
1094
Autus Asset Management
Arizona
$838K -$5.01K -110 -0.7%
HCA
1095
Harbour Capital Advisors
Virginia
$832K -$89.8K -1,970 -11%
WC
1096
Whitney & Co
New York
$820K +$7.06K +155 +1%
PA
1097
Probity Advisors
Texas
$810K -$57.4K -1,259 -7%
DRD
1098
Dennis R. Delaney
$807K -$72.9K -1,600 -9%
MCM
1099
Manchester Capital Management
Vermont
$803K -$221K -4,850 -23%
NPA
1100
Nichols & Pratt Advisers
Massachusetts
$795K

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.