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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
FANJ
1126
Financial Architects (New Jersey)
New Jersey
$731K -$68.9K -1,511 -9%
PCA
1127
Private Capital Advisors
Connecticut
$730K
PBO
1128
Peoples Bank (Ohio)
Ohio
$727K -$9.12K -200 -1%
SIAP
1129
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$727K -$4.42K -97 -0.7%
FHC
1130
First Heartland Consultants
Missouri
$727K +$86.7K +1,902 +15%
FC
1131
Fayerweather Charles
$726K -$203K -4,463 -24%
BMC
1132
Benin Management Corp
Connecticut
$717K -$22.8K -500 -3%
CRC
1133
Curi RMB Capital
Illinois
$715K +$49K +1,076 +8%
HK
1134
Horizon Kinetics
New York
$715K +$218K +4,781 +50%
MCM
1135
Maryland Capital Management
Maryland
$714K -$11.3K -249 -2%
AP
1136
Atwood & Palmer
Missouri
$702K +$45.6K +1,000 +8%
MC
1137
Moors & Cabot
Massachusetts
$699K -$9.8K -215 -2%
CCM
1138
Coldstream Capital Management
Washington
$698K +$81K +1,778 +15%
SIC
1139
Salem Investment Counselors
North Carolina
$688K -$2.73K -60 -0.4%
QT
1140
Quantbot Technologies
New York
$677K -$3.97M -87,028 -87%
SFFS
1141
Stonehage Fleming Financial Services
Jersey
$677K -$1.14M -25,100 -65%
PV
1142
Private Vista
Illinois
$677K +$127K +2,790 +27%
LIC
1143
Lodestar Investment Counsel
Illinois
$672K -$410 -9 -0.1%
FCMT
1144
Founders Capital Management (Texas)
Texas
$665K -$22.8K -500 -4%
LC
1145
LCNB Corp
Ohio
$664K -$3.65K -80 -0.6%
IH
1146
IFC Holdings
Florida
$664K +$42.2K +927 +8%
TAM
1147
Trillium Asset Management
Massachusetts
$661K -$45.3K -994 -7%
OC
1148
Oakworth Capital
Alabama
$661K -$18.2K -400 -3%
FAM
1149
Formidable Asset Management
Ohio
$659K -$65.6K -1,440 -10%
WA
1150
Wealth Architects
California
$657K -$319 -7 -0.1%

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.