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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
CCFCSB
1176
Cape Cod Five Cents Savings Bank
Massachusetts
$609K -$163K -3,580 -23%
OIM
1177
Orca Investment Management
Oregon
$609K
IC
1178
Intersect Capital
California
$609K +$89.6K +1,965 +19%
BCM
1179
Brookstone Capital Management
Illinois
$604K -$45.9K -1,008 -8%
TF
1180
Tompkins Financial
New York
$599K -$34.2K -750 -6%
GP
1181
Girard Partners
Pennsylvania
$593K -$36.9K -810 -6%
WIA
1182
Westbourne Investment Advisors
Maryland
$592K
BWFM
1183
Bridgewater Wealth & Financial Management
Maryland
$591K +$291K +6,391 +118%
HA
1184
Harfst & Associates
Wyoming
$587K +$144K +3,149 +37%
SIA
1185
Starfire Investment Advisers
Michigan
$586K
BWM
1186
BerganKDV Wealth Management
Minnesota
$581K +$11.6K +255 +2%
PAMG
1187
Patton Albertson Miller Group
Tennessee
$580K -$150K -3,296 -22%
PCM
1188
Perritt Capital Management
Illinois
$579K -$4.56K -100 -0.9%
BW
1189
Bison Wealth
Georgia
$578K -$7.7K -169 -1%
NFG
1190
Next Financial Group
Texas
$578K +$34.2K +750 +7%
ACS
1191
Archford Capital Strategies
Illinois
$578K +$49.7K +1,091 +10%
MIC
1192
Meridian Investment Counsel
California
$572K
LJAC
1193
L.J. Altfest & Co
New York
$571K
BIM
1194
Barton Investment Management
Pennsylvania
$570K
GIM
1195
Grassi Investment Management
California
$569K
SA
1196
Strategic Advisors
New York
$566K +$182 +4 +0%
NCM
1197
Northside Capital Management
Oregon
$565K -$966K -21,200 -65%
BFC
1198
Blue Fin Capital
Rhode Island
$564K -$47.9K -1,050 -9%
WI
1199
Wintrust Investments
Illinois
$558K -$8.48K -186 -2%
EWM
1200
Edge Wealth Management
New York
$555K -$4.56K -100 -0.9%

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.