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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
IIC
1151
Integrated Investment Consultants
Michigan
$715K
IIM
1152
Ipswich Investment Management
Massachusetts
$714K -$5.36K -99 -0.8%
PFBT
1153
Parkside Financial Bank & Trust
Missouri
$711K -$19.6K -363 -3%
SWP
1154
Strategic Wealth Partners
Ohio
$706K +$88.4K +1,633 +15%
GFP
1155
Gryphon Financial Partners
Ohio
$702K +$666K +12,303 New
OAM
1156
Occidental Asset Management
California
$698K -$35.9K -664 -5%
WWM
1157
Windsor Wealth Management
Indiana
$697K +$650K +12,009 New
CAM
1158
Cubic Asset Management
Massachusetts
$696K
GIM
1159
Grassi Investment Management
California
$695K
SSI
1160
Scott & Selber Inc
Texas
$694K
FFA
1161
First Foundation Advisors
California
$693K -$12.1K -224 -2%
DWA
1162
Douglass Winthrop Advisors
New York
$692K +$33.8K +625 +5%
SIAP
1163
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$690K -$135K -2,500 -17%
BCB
1164
Brian C. Broderick
$687K -$372K -6,875 -36%
APA
1165
American Portfolios Advisors
New York
$685K +$29.1K +537 +5%
FAM
1166
Formidable Asset Management
Ohio
$685K +$658K +12,167 New
CM
1167
Columbus Macro
Pennsylvania
$684K -$15.6K -288 -2%
HFM
1168
Hartford Financial Management
Connecticut
$678K -$6.38K -118 -1%
PSG
1169
Planning Solutions Group
Maryland
$678K +$12.3K +227 +2%
TAM
1170
Trillium Asset Management
Massachusetts
$674K -$40.3K -745 -6%
PCMC
1171
Paragon Capital Management (Colorado)
Colorado
$673K +$54 +1 +0%
GW
1172
GW & Wade
Massachusetts
$672K -$78.8K -1,457 -11%
CCIA
1173
Campbell & Co Investment Adviser
Maryland
$672K +$426K +7,872 +201%
NL
1174
NWAM LLC
Washington
$671K -$2.16K -40 -0.3%
LD
1175
Lipe & Dalton
New York
$670K

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.