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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
CIA
1076
Choate Investment Advisors
Massachusetts
$955K -$10.2K -189 -1%
VCA
1077
Verdence Capital Advisors
Maryland
$952K -$2.8M -51,798 -76%
RG
1078
Rikoon Group
New Mexico
$952K -$54.1K -1,000 -6%
WBC
1079
West Branch Capital
Massachusetts
$946K
PWW
1080
Pettyjohn Wood & White
Virginia
$946K +$8.12K +150 +0.9%
CWM
1081
Centric Wealth Management
Illinois
$944K -$25.4K -470 -3%
RGC
1082
Roberts, Glore & Co
Illinois
$941K +$8.39K +155 +0.9%
EWA
1083
EP Wealth Advisors
California
$941K +$155K +2,872 +21%
TBNY
1084
Trustco Bank (New York)
New York
$931K -$21.6K -400 -2%
WPW
1085
Waldron Private Wealth
Pennsylvania
$926K -$228K -4,211 -21%
BCM
1086
BlueCrest Capital Management
Jersey
$924K -$2.83M -52,282 -76%
IFS
1087
Ifrah Financial Services
Arkansas
$923K -$14.9K -275 -2%
MWM
1088
Mission Wealth Management
California
$921K +$107K +1,972 +14%
HI
1089
Horizon Investments
North Carolina
$910K -$2.82M -52,051 -77%
CIM
1090
CenturyLink Investment Management
Colorado
$902K
HWA
1091
HCR Wealth Advisors
California
$898K -$2.71K -50 -0%
OC
1092
Oarsman Capital
Wisconsin
$896K -$37.6K -695 -4%
SW
1093
SlateStone Wealth
Florida
$895K -$27K -499 -3%
RMDI
1094
R.M. Davis Inc
Maine
$893K -$271 -5 -0%
LB
1095
Legacy Bridge
Iowa
$891K
Wolverine Trading
1096
Wolverine Trading
Illinois
$888K +$106K +1,963 +14%
LC
1097
Loews Corp
New York
$887K -$140K -2,591 -14%
CB
1098
CNB Bank
Pennsylvania
$887K -$83.2K -1,537 -9%
CPA
1099
Clear Perspective Advisors
Illinois
$880K +$8.12K +150 +1%
LSAG
1100
Lake Street Advisors Group
New Hampshire
$871K +$85.9K +1,588 +12%

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.