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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
FTI
1251
Fiduciary Trust International
Massachusetts
$484K +$39K +855 +10%
LPT
1252
Legacy Private Trust
Wisconsin
$481K -$37.6K -825 -8%
CPO
1253
Cerity Partners OCIO
New York
$481K +$4.28K +94 +1%
FDCC
1254
Foster Dykema Cabot & Co
Massachusetts
$478K -$57.4K -1,260 -12%
WA1
1255
Wimmer Associates 1
California
$478K
RMDI
1256
R.M. Davis Inc
Maine
$477K -$21.6K -475 -5%
BRM
1257
Boston Research & Management
Massachusetts
$476K
AWM
1258
Altavista Wealth Management
North Carolina
$474K -$36.5K -800 -8%
ODCM
1259
Old Dominion Capital Management
Virginia
$473K +$26.8K +587 +7%
ICOA
1260
Investment Centers of America
North Dakota
$471K -$81.7K -1,792 -16%
LFA
1261
Landmark Financial Advisors
Kentucky
$471K
SCA
1262
Salient Capital Advisors
Texas
$470K -$1.05M -23,125 -71%
ACP
1263
Aviance Capital Partners
Florida
$470K -$12.8K -280 -3%
Verition Fund Management
1264
Verition Fund Management
Connecticut
$469K -$683K -14,985 -62%
JFA
1265
JNBA Financial Advisors
Minnesota
$466K -$39.5K -866 -9%
NAM
1266
North American Management
Massachusetts
$465K
NBG
1267
Nancy B. Gardiner
$462K -$54.7K -1,200 -12%
FC
1268
Forte Capital
New York
$461K
RWM
1269
Ritholtz Wealth Management
New York
$458K +$417K +9,141 New
AF
1270
Allworth Financial
California
$456K -$4.01K -88 -1%
BCCM
1271
Bridge Creek Capital Management
Massachusetts
$453K -$4.56K -100 -1%
AIM
1272
Aspen Investment Management
Michigan
$452K
GHA
1273
Garcia Hamilton & Associates
Texas
$451K -$272K -5,979 -40%
PIM
1274
Penobscot Investment Management
Massachusetts
$451K -$44.2K -970 -10%
HIMC
1275
Heritage Investors Management Corp
Maryland
$450K -$374K -8,200 -48%

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.