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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
BPWA
1276
Beacon Pointe Wealth Advisors
California
$499K -$94.3K -1,851 -17%
CPO
1277
Cerity Partners OCIO
New York
$499K +$5.09K +100 +1%
SFA
1278
Stewardship Financial Advisors
Georgia
$497K
GCM
1279
Gladius Capital Management
Illinois
$495K -$1.61M -31,622 -77%
NNP
1280
Nachman Norwood & Parrott
South Carolina
$495K +$8.61K +169 +2%
SIA
1281
Sit Investment Associates
Minnesota
$494K
NAMP
1282
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$492K -$50.9K -1,000 -10%
CC
1283
Cannell & Co
New York
$491K +$128K +2,508 +38%
V
1284
VeraBank
Texas
$490K +$57.3K +1,124 +14%
NAS
1285
Nicolet Advisory Services
Wisconsin
$489K +$464K +9,107 New
SWM
1286
SVA Wealth Management
Wisconsin
$486K -$17.6K -346 -4%
SWA
1287
Stratos Wealth Advisors
Ohio
$486K +$51.9K +1,018 +13%
TIA
1288
Traphagen Investment Advisors
New Jersey
$484K +$459K +9,016 New
CHAM
1289
Clear Harbor Asset Management
Connecticut
$484K -$361K -7,092 -44%
MBT
1290
Montecito Bank & Trust
California
$483K -$14.3K -280 -3%
NC
1291
Noked Capital
Israel
$483K +$459K +9,000 New
NI
1292
Noked Israel
Israel
$483K +$459K +9,000 New
PCM
1293
Penserra Capital Management
California
$481K -$33.4K -655 -7%
ICM
1294
IMS Capital Management
Oregon
$480K
PGA
1295
Premia Global Advisors
Florida
$480K +$456K +8,960 New
FNBSF
1296
First National Bank Sioux Falls
South Dakota
$479K +$3.46K +68 +0.8%
AC
1297
Avestar Capital
New York
$478K +$20.4K +400 +5%
CCB
1298
Cutter & Co Brokerage
Missouri
$478K +$35.7K +700 +9%
LC
1299
Landaas & Company
Wisconsin
$477K -$25.4K -498 -5%
GP
1300
Girard Partners
Pennsylvania
$475K +$133K +2,614 +42%

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.