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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
CL
1151
Choreo LLC
Illinois
$654K -$1.91M -41,833 -76%
AHC
1152
Anderson Hoagland & Co
Missouri
$651K -$421K -9,245 -42%
BAM
1153
Bruderman Asset Management
New York
$651K +$592K +12,988 New
SFA
1154
Stewardship Financial Advisors
Georgia
$646K -$628K -13,783 -52%
LOAMS
1155
Lombard Odier Asset Management (Switzerland)
Switzerland
$646K
CWM
1156
Cabot Wealth Management
Massachusetts
$646K +$91 +2 +0%
CA
1157
Continuum Advisory
Idaho
$642K +$94.5K +2,074 +19%
BOTW
1158
Bank of the West
California
$640K -$59.8K -1,312 -9%
WFMPM
1159
Woodley Farra Manion Portfolio Management
Indiana
$640K +$45.6K +1,000 +9%
NL
1160
NWAM LLC
Washington
$639K +$40.1K +879 +7%
NDSI
1161
Newman Dignan & Sheerar Inc
Rhode Island
$638K
EP
1162
Edgestream Partners
New Jersey
$633K -$966K -21,198 -63%
HFM
1163
Hartford Financial Management
Connecticut
$630K
BCM
1164
Brown Capital Management
Maryland
$627K -$191K -4,192 -25%
APP
1165
Avantax Planning Partners
Iowa
$627K +$43.9K +963 +8%
LD
1166
Lipe & Dalton
New York
$626K
Lido Advisors
1167
Lido Advisors
California
$624K -$382K -8,379 -40%
BRWA
1168
B. Riley Wealth Advisors
Florida
$621K +$37.6K +824 +7%
SAM
1169
SignalPoint Asset Management
Missouri
$620K
PCMC
1170
Paragon Capital Management (Colorado)
Colorado
$618K +$9.39K +206 +2%
WCM
1171
Weatherstone Capital Management
Colorado
$616K +$284K +6,241 +103%
NIM
1172
Northeast Investment Management
Massachusetts
$615K -$21K -461 -4%
FWM
1173
Frontier Wealth Management
Missouri
$615K -$13.7K -300 -2%
OAM
1174
Occidental Asset Management
California
$615K -$2.83K -62 -0.5%
GLRA
1175
Gerald L. Ray & Associates
Texas
$613K

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.