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Oracle

1,804 hedge funds and large institutions have $99.1B invested in Oracle in 2019 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 516 increasing their positions, 900 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 102

12% more capital invested

Capital invested by funds: $88.2B → $99.1B (+$10.9B)

2% more funds holding

Funds holding: 1,7711,804 (+33)

0.84% less ownership

Funds ownership: 54.92%54.08% (-0.84%)

11% less call options, than puts

Call options by funds: $820M | Put options by funds: $923M

18% less funds holding in top 10

Funds holding in top 10: 8469 (-15)

43% less repeat investments, than reductions

Existing positions increased: 516 | Existing positions reduced: 900

Holders
1,804
Holders Change
+33
Holders Change %
+1.86%
% of All Funds
39.04%
Holding in Top 10
69
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-17.86%
% of All Funds
1.49%
New
154
Increased
516
Reduced
900
Closed
102
Calls
$820M
Puts
$923M
Net Calls
-$103M
Net Calls Change
+$137M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
1176
Ninety One (UK)
United Kingdom
$633K
LD
1177
Lipe & Dalton
New York
$631K
BONST
1178
Bank of Nova Scotia Trust
Ontario, Canada
$630K -$51.9K -1,019 -8%
MCM
1179
Maryland Capital Management
Maryland
$628K -$11.7K -229 -2%
IC
1180
Intersect Capital
California
$628K +$45.2K +888 +8%
PSG
1181
Planning Solutions Group
Maryland
$627K +$102 +2 +0%
DP
1182
Denver PWM
Colorado
$626K
WP
1183
WealthSource Partners
California
$623K -$767K -15,061 -57%
BRM
1184
Boston Research & Management
Massachusetts
$621K
PCM
1185
Perritt Capital Management
Illinois
$620K
MHS
1186
M Holdings Securities
Oregon
$620K +$98.4K +1,932 +20%
DWA
1187
Douglass Winthrop Advisors
New York
$619K -$81.5K -1,600 -12%
GI
1188
GAMCO Investors
Connecticut
$618K +$586K +11,500 New
APA
1189
American Portfolios Advisors
New York
$617K +$193K +3,798 +49%
FFN
1190
Focus Financial Network
Minnesota
$616K +$585K +11,475 New
WIA
1191
Wealthstreet Investment Advisors
Texas
$615K -$12.7K -250 -2%
PIM
1192
Penobscot Investment Management
Massachusetts
$614K -$58.6K -1,150 -9%
BIM
1193
Barton Investment Management
Pennsylvania
$611K
HIM
1194
Hillsdale Investment Management
Ontario, Canada
$611K +$580K +11,380 New
HTHT
1195
Hemenway Trust Hemenway Trust
New Hampshire
$610K +$34.4K +675 +6%
AFP
1196
Ausdal Financial Partners
Iowa
$609K
SIG
1197
Sargent Investment Group
Maryland
$609K
WAAG
1198
Wealth Alliance Advisory Group
Kansas
$607K -$22K -431 -4%
MCC
1199
Malaga Cove Capital
California
$606K
ATFA
1200
All Terrain Financial Advisors
Minnesota
$606K +$1.32K +26 +0.2%

ORCL Hedge Fund Activity: Q1 2019 in Review

1,804 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q1 2019, worth a combined $99.1B — up 12% from $88.2B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new ORCL positions and 102 closed out — a net gain of 52 holders — while 516 added to existing stakes and 900 trimmed.

The largest buyer was Geode Capital Management, adding an estimated $242M. The largest seller was Veritas Asset Management, exiting entirely with an estimated $340M sold.

  • 1,804 institutional investors held Oracle (ORCL) as of Q1 2019, up from 1,771 in Q4 2018.
  • Funds reported $99.1B of Oracle stock for Q1 2019, up 12% quarter-over-quarter.
  • 154 funds opened new Oracle positions in Q1 2019 and 102 closed out, a net change of +52 holders.
  • The largest Oracle buyer in Q1 2019 was Geode Capital Management, an estimated $242M added.
  • The largest Oracle seller in Q1 2019 was Veritas Asset Management, an estimated $340M sold.

Based on aggregated 13F filings for Q1 2019.