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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
CC
1226
Cedar Capital
Illinois
$520K +$74K +1,624 +19%
GBT
1227
Grove Bank & Trust
Florida
$519K +$36.3K +797 +8%
DIA
1228
Denver Investment Advisors
Colorado
$517K +$6.11K +134 +1%
NAMP
1229
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$516K
HI
1230
Horizon Investments
North Carolina
$514K -$322K -7,076 -38%
NCMW
1231
Northern Capital Management (Wisconsin)
Wisconsin
$514K
HAIM
1232
Hunter Associates Investment Management
Pennsylvania
$512K +$45.8K +1,004 +11%
GEA
1233
Glen Eagle Advisors
New Jersey
$510K +$14.8K +324 +3%
CSM
1234
CAMG Solamere Management
North Carolina
$509K +$16.7K +367 +4%
ST
1235
Spinnaker Trust
Maine
$508K -$273 -6 -0.1%
GWS
1236
Glassman Wealth Services
Virginia
$504K -$16.9K -370 -4%
LOAMU
1237
Lombard Odier Asset Management (USA)
New York
$501K +$456K +10,000 New
CC
1238
Cannell & Co
New York
$499K
MWP
1239
MYCIO Wealth Partners
Pennsylvania
$498K -$112K -2,463 -20%
LNB
1240
Ledyard National Bank
$498K +$18.2K +400 +4%
BHC
1241
Bowen Hanes & Co
Florida
$496K
CCP
1242
Corient Capital Partners
California
$495K -$14K -307 -3%
AIS
1243
AlphaOne Investment Services
Pennsylvania
$495K +$59.2K +1,300 +15%
HWA
1244
HCR Wealth Advisors
California
$494K
MIM
1245
Miller Investment Management
Pennsylvania
$493K
MMPW
1246
Mitchell McLeod Pugh & Williams
Alabama
$493K +$40.1K +880 +10%
DLA
1247
Douglas Lane & Associates
New York
$491K -$38.3K -841 -8%
GRP
1248
Global Retirement Partners
California
$491K +$12.9K +283 +3%
HPWM
1249
Highland Private Wealth Management
Washington
$485K +$3.19K +70 +0.7%
LC
1250
Lourd Capital
California
$485K +$30.7K +673 +7%

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.