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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
EAM
1301
Evanson Asset Management
California
$505K +$13.3K +245 +3%
JFA
1302
JNBA Financial Advisors
Minnesota
$503K +$20.4K +377 +4%
GP
1303
Girard Partners
Pennsylvania
$497K -$7.3K -135 -2%
WA
1304
Wealth Architects
California
$495K +$20.9K +386 +5%
AF
1305
Alerus Financial
North Dakota
$495K +$470K +8,692 New
CAI
1306
Capital Advisors Inc
Oklahoma
$495K +$470K +8,694 New
BCCM
1307
Bridge Creek Capital Management
Massachusetts
$494K +$8.12K +150 +2%
AC
1308
Avestar Capital
New York
$493K -$12.9K -239 -3%
BPA
1309
Beacon Pointe Advisors
California
$491K -$4.66M -86,171 -91%
SMFS
1310
Squar Milner Financial Services
California
$490K +$65.4K +1,208 +16%
MIM
1311
Macroview Investment Management
Maryland
$489K
SWM
1312
SVA Wealth Management
Wisconsin
$488K -$25.7K -475 -5%
PMFA
1313
Plante Moran Financial Advisors
Michigan
$487K +$32.7K +605 +8%
MGIA
1314
Moneta Group Investment Advisors
Missouri
$483K +$18.5K +342 +4%
SHGA
1315
Sand Hill Global Advisors
California
$483K +$459K +8,482 New
DC
1316
DeDora Capital
California
$482K -$6.38K -118 -1%
ACP
1317
Aviance Capital Partners
Florida
$482K
PFC
1318
Poplar Forest Capital
California
$482K
GAM
1319
GQ Asset Management
New York
$479K +$154K +2,852 +51%
Capstone Investment Advisors
1320
Capstone Investment Advisors
New York
$477K -$703K -12,995 -61%
EFL
1321
ERn Financial LLC
Wisconsin
$477K -$15K -278 -3%
BMC
1322
Beaton Management Company
Massachusetts
$477K
AFM
1323
Abbot Financial Management
Massachusetts
$477K +$55.1K +1,018 +14%
DRD
1324
Dennis R. Delaney
$472K -$56.8K -1,050 -11%
CHAM
1325
Clear Harbor Asset Management
Connecticut
$472K -$39.8K -735 -8%

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.