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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
EFS
1301
Essex Financial Services
Connecticut
$473K -$48K -943 -10%
EFL
1302
ERn Financial LLC
Wisconsin
$471K
PP
1303
PagnatoKarp Partners
Virginia
$469K -$8.2K -161 -2%
VHAM
1304
Van Hulzen Asset Management
California
$466K +$99.9K +1,960 +29%
EAM
1305
Evanson Asset Management
California
$463K +$3.31K +65 +0.8%
KLWA
1306
Kelly Lawrence W & Associates
California
$462K
DC
1307
DeDora Capital
California
$461K -$14.5K -285 -3%
MIM
1308
Macroview Investment Management
Maryland
$461K
IWP
1309
Icon Wealth Partners
Texas
$460K -$10.4K -204 -2%
BCCM
1310
Bridge Creek Capital Management
Massachusetts
$458K -$5.09K -100 -1%
FMW
1311
Farr Miller & Washington
District of Columbia
$458K -$1.27K -25 -0.3%
DT
1312
Diversified Trust
Tennessee
$456K -$1.89K -37 -0.4%
ACP
1313
Aviance Capital Partners
Florida
$454K
PFC
1314
Poplar Forest Capital
California
$454K
JFA
1315
JNBA Financial Advisors
Minnesota
$454K +$63.5K +1,246 +17%
CAC
1316
Certified Advisory Corp
Florida
$452K +$5.4K +106 +1%
QCM
1317
Quantinno Capital Management
New York
$450K -$271K -5,310 -39%
TL
1318
TrueWealth LLC
Georgia
$450K -$560 -11 -0.1%
BMC
1319
Beaton Management Company
Massachusetts
$450K
WI
1320
Wintrust Investments
Illinois
$448K +$92.4K +1,814 +28%
WA
1321
Wealth Architects
California
$446K -$8.61K -169 -2%
AWM
1322
Altavista Wealth Management
North Carolina
$445K -$10.2K -200 -2%
WCWM
1323
Willow Creek Wealth Management
California
$443K +$12.8K +251 +3%
PAS
1324
Park Avenue Securities
New York
$440K +$10.3K +202 +3%
BCM
1325
Becker Capital Management
Oregon
$439K +$4.84K +95 +1%

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.