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Oracle

1,816 hedge funds and large institutions have $103B invested in Oracle in 2019 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 567 increasing their positions, 862 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 81

25% more funds holding in top 10

Funds holding in top 10: 6986 (+17)

4% more capital invested

Capital invested by funds: $99.1B → $103B (+$3.47B)

1% more funds holding

Funds holding: 1,8041,816 (+12)

0.21% less ownership

Funds ownership: 54.08%53.87% (-0.21%)

34% less repeat investments, than reductions

Existing positions increased: 567 | Existing positions reduced: 862

51% less call options, than puts

Call options by funds: $785M | Put options by funds: $1.59B

Holders
1,816
Holders Change
+12
Holders Change %
+0.67%
% of All Funds
39.44%
Holding in Top 10
86
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+24.64%
% of All Funds
1.87%
New
113
Increased
567
Reduced
862
Closed
81
Calls
$785M
Puts
$1.59B
Net Calls
-$801M
Net Calls Change
-$698M
Name Holding Trade Value Shares
Change
Change in
Stake
BPWA
1276
Beacon Pointe Wealth Advisors
California
$530K -$920 -17 -0.2%
MCM
1277
Mengis Capital Management
Oregon
$530K +$504K +9,308 New
NP
1278
NS Partners
United Kingdom
$528K -$6.99M -129,125 -93%
PAS
1279
Park Avenue Securities
New York
$526K +$63.3K +1,170 +15%
HIMC
1280
Heritage Investors Management Corp
Maryland
$525K -$107K -1,970 -18%
OIA
1281
OneDigital Investment Advisors
Kansas
$525K +$333K +6,158 +202%
SIA
1282
Sit Investment Associates
Minnesota
$524K
NAS
1283
Nicolet Advisory Services
Wisconsin
$522K +$2.54K +47 +0.5%
LC
1284
Lindbrook Capital
California
$521K +$72.3K +1,337 +17%
BW
1285
Biegel & Waller
Maryland
$521K +$99.8K +1,845 +25%
V
1286
VeraBank
Texas
$517K -$2K -37 -0.4%
SC
1287
SRB Corp
Massachusetts
$517K +$491K +9,069 New
GTAM
1288
Global Trust Asset Management
Florida
$516K -$53.6K -990 -10%
EIA
1289
Edgemoor Investment Advisors
Maryland
$513K -$78K -1,441 -14%
MBT
1290
Montecito Bank & Trust
California
$513K
BHC
1291
Bowen Hanes & Co
Florida
$512K -$184K -3,400 -27%
KA
1292
Kovack Advisors
Florida
$511K -$70.2K -1,298 -13%
TIA
1293
Traphagen Investment Advisors
New Jersey
$511K -$2.65K -49 -0.5%
CC
1294
Cannell & Co
New York
$510K -$11K -203 -2%
FNBSF
1295
First National Bank Sioux Falls
South Dakota
$509K
CCB
1296
Cutter & Co Brokerage
Missouri
$507K
LC
1297
Landaas & Company
Wisconsin
$506K
NAMP
1298
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$505K -$16.2K -300 -3%
EFS
1299
Essex Financial Services
Connecticut
$505K +$2.87K +53 +0.6%
PCM
1300
Penserra Capital Management
California
$505K +$9.63K +178 +2%

ORCL Hedge Fund Activity: Q2 2019 in Review

1,816 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Oracle (ORCL) for Q2 2019, worth a combined $103B — up 3.5% from $99.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new ORCL positions and 81 closed out — a net gain of 32 holders — while 567 added to existing stakes and 862 trimmed.

The largest buyer was Nuveen, adding an estimated $541M. The largest seller was Vanguard Group, cutting an estimated $661M.

  • 1,816 institutional investors held Oracle (ORCL) as of Q2 2019, up from 1,804 in Q1 2019.
  • Funds reported $103B of Oracle stock for Q2 2019, up 3.5% quarter-over-quarter.
  • 113 funds opened new Oracle positions in Q2 2019 and 81 closed out, a net change of +32 holders.
  • The largest Oracle buyer in Q2 2019 was Nuveen, an estimated $541M added.
  • The largest Oracle seller in Q2 2019 was Vanguard Group, an estimated $661M sold.

Based on aggregated 13F filings for Q2 2019.