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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
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$181M +$439K +8,616 +0.3%
Adage Capital Partners
102
Adage Capital Partners
Massachusetts
$164M -$6.67M -130,900 -4%
National Pension Service
103
National Pension Service
South Korea
$163M +$5.74M +112,585 +4%
Natixis Advisors
104
Natixis Advisors
Massachusetts
$158M +$2.29M +45,023 +2%
JFL
105
Jarislowsky, Fraser Ltd
Quebec, Canada
$157M -$18.2M -357,480 -11%
First Trust Advisors
106
First Trust Advisors
Illinois
$150M +$8.77M +172,115 +7%
JIM
107
Jupiter Investment Management
United Kingdom
$149M +$74.9M +1,470,265 +112%
DSA
108
Davis Selected Advisers
Arizona
$149M -$29.8M -585,799 -17%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$143M -$15.7M -308,753 -10%
MVIP
110
Mar Vista Investment Partners
California
$143M +$9.87M +193,645 +8%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$139M -$11.6M -228,396 -8%
BGC
112
Beutel, Goodman & Co
Ontario, Canada
$138M -$9.9M -194,276 -5%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$136M +$303K +5,955 +0.2%
PI
114
Putnam Investments
Massachusetts
$134M +$27.3M +535,859 +27%
FWIA
115
Fort Washington Investment Advisors
Ohio
$132M -$19.2M -377,435 -13%
Citigroup
116
Citigroup
New York
$132M -$21M -411,445 -14%
Assenagon Asset Management
117
Assenagon Asset Management
Luxembourg
$128M +$114M +2,234,942 +1,540%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$125M -$22.7M -445,480 -16%
Axa
119
Axa
France
$125M -$19.7M -387,241 -14%
SI
120
Scharf Investments
California
$122M -$16.4M -322,843 -12%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$121M +$1.26M +24,708 +1%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$120M -$12M -236,465 -9%
TA
123
Tiedemann Advisors
New York
$120M +$425K +8,334 +0.4%
Los Angeles Capital Management
124
Los Angeles Capital Management
California
$119M -$42.1M -826,327 -27%
ACI
125
AMP Capital Investors
Australia
$118M -$4.54M -89,199 -4%

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.