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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
CCFCSB
1226
Cape Cod Five Cents Savings Bank
Massachusetts
$565K
AFG
1227
Albion Financial Group
Utah
$564K
EIA
1228
Edgemoor Investment Advisors
Maryland
$561K
CIC
1229
Crawford Investment Counsel
Georgia
$556K +$27.2K +534 +5%
MFP
1230
Meridian Financial Partners
Virginia
$555K +$11.4K +224 +2%
KA
1231
Kovack Advisors
Florida
$552K -$84.1K -1,651 -14%
AAM
1232
Arabesque Asset Management
United Kingdom
$552K +$524K +10,280 New
BHBT
1233
Burke & Herbert Bank & Trust
Virginia
$551K +$4.59M +90,000 +877%
TF
1234
Tompkins Financial
New York
$549K -$30.6K -600 -6%
PW
1235
Price Wealth
Texas
$546K -$99.9K -1,960 -16%
JIC
1236
Joel Isaacson & Co
New York
$546K +$10.4K +205 +2%
BWP
1237
Baldwin Wealth Partners
Massachusetts
$545K -$27.8K -546 -5%
MMPW
1238
Mitchell McLeod Pugh & Williams
Alabama
$545K +$14.9K +293 +3%
HPWM
1239
Highland Private Wealth Management
Washington
$542K -$15.1K -297 -3%
GTAM
1240
Global Trust Asset Management
Florida
$539K -$2.04K -40 -0.4%
CL
1241
Choreo LLC
Illinois
$539K +$178K +3,491 +53%
GLLW
1242
Graves Light Lenhart Wealth
Virginia
$538K +$151K +2,955 +42%
APG
1243
Abacus Planning Group
South Carolina
$537K
PCM
1244
Pointe Capital Management
Michigan
$536K -$4.23K -83 -0.8%
JT
1245
Jump Trading
Illinois
$534K -$287K -5,626 -36%
CIM
1246
CIM Investment Management
Pennsylvania
$534K
NIT
1247
NumerixS Investment Technologies
British Columbia, Canada
$534K +$466K +9,150 +1,017%
GSBTD
1248
Glenview State Bank Trust Department
Illinois
$533K
BCM
1249
Brown Capital Management
Maryland
$529K
MIM
1250
Miller Investment Management
Pennsylvania
$529K

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.