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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
FNBSF
1276
First National Bank Sioux Falls
South Dakota
$448K
FNFDCM
1277
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$445K -$2.28K -50 -0.6%
PFC
1278
Poplar Forest Capital
California
$443K
MHS
1279
M Holdings Securities
Oregon
$443K +$24K +526 +6%
SCM
1280
Schnieders Capital Management
California
$441K -$19.7K -432 -5%
BCM
1281
Becker Capital Management
Oregon
$441K
KLWA
1282
Kelly Lawrence W & Associates
California
$441K
PP
1283
PagnatoKarp Partners
Virginia
$435K +$40.6K +890 +11%
CB
1284
Community Bank
New York
$434K -$31.9K -700 -7%
NG
1285
Northstar Group
New York
$428K -$30.5K -670 -7%
EB
1286
Eastern Bank
Massachusetts
$428K -$2.23K -49 -0.6%
PHAM
1287
Palisades Hudson Asset Management
Florida
$427K
PCMM
1288
Private Capital Management (Minnesota)
Minnesota
$426K
SFS
1289
Sowell Financial Services
Arkansas
$426K +$22.8K +501 +6%
PIA
1290
Peachtree Investment Advisors
Georgia
$425K
LCM
1291
LVM Capital Management
Michigan
$424K +$41K +900 +12%
MCP
1292
Mirador Capital Partners
California
$423K
DT
1293
Diversified Trust
Tennessee
$422K +$5.24K +115 +1%
KI
1294
Koch Industries
Kansas
$422K +$168K +3,685 +78%
BMC
1295
Beaton Management Company
Massachusetts
$420K +$382K +8,380 New
Marshall Wace
1296
Marshall Wace
United Kingdom
$418K +$381K +8,353 New
CIM
1297
Cetera Investment Management
California
$411K -$126K -2,755 -25%
JIC
1298
Joel Isaacson & Co
New York
$411K +$1.09K +24 +0.3%
BTNA
1299
Bremer Trust National Association
Minnesota
$409K -$101K -2,214 -21%
EWM
1300
Empirical Wealth Management
Washington
$409K +$131K +2,873 +54%

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.