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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
BWL
1201
Bogart Wealth LLC
Virginia
$605K
WIA
1202
Westbourne Investment Advisors
Maryland
$602K -$15.3K -300 -3%
HIMC
1203
Heritage Investors Management Corp
Maryland
$600K -$126K -2,477 -18%
BFM
1204
Boston Financial Management
Massachusetts
$599K -$24K -471 -4%
FHA
1205
First Horizon Advisors
Tennessee
$598K -$641K -12,580 -53%
NIM
1206
Northeast Investment Management
Massachusetts
$598K -$3.87K -76 -0.7%
PA
1207
Probity Advisors
Texas
$596K -$13.6K -266 -2%
PK
1208
Pflug Koory
Nebraska
$594K
NCM
1209
Northside Capital Management
Oregon
$592K
VI
1210
Versor Investments
New York
$591K -$453K -8,900 -45%
FMLI
1211
Fukoku Mutual Life Insurance
Japan
$591K
HKAM
1212
Horizon Kinetics Asset Management
New York
$590K +$560K +10,987 New
SWP
1213
Strategic Wealth Partners
Ohio
$587K +$192K +3,778 +54%
SFS
1214
Sowell Financial Services
Arkansas
$586K +$12.3K +242 +2%
EWM
1215
Empirical Wealth Management
Washington
$585K -$13.4K -263 -2%
ERIM
1216
Eagle Ridge Investment Management
Connecticut
$583K
AF
1217
Allworth Financial
California
$582K -$92.8K -1,822 -14%
AP
1218
Arlington Partners
Alabama
$580K -$1.62M -31,710 -75%
FPS
1219
Fieldpoint Private Securities
Connecticut
$576K -$5.09K -100 -0.9%
TPWA
1220
TRUE Private Wealth Advisors
Oregon
$575K +$213K +4,178 +64%
NG
1221
Northstar Group
New York
$573K
GWS
1222
Glassman Wealth Services
Virginia
$572K +$26.5K +520 +5%
IIM
1223
Intact Investment Management
Quebec, Canada
$569K -$56K -1,100 -9%
NDSI
1224
Newman Dignan & Sheerar Inc
Rhode Island
$569K -$10.2K -200 -2%
FANJ
1225
Financial Architects (New Jersey)
New Jersey
$568K -$51.7K -1,014 -9%

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.