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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
RWP
1326
RWA Wealth Partners
Massachusetts
$379K +$345K +7,562 New
CIC
1327
Crawford Investment Counsel
Georgia
$378K
CIP
1328
Convergence Investment Partners
Florida
$376K +$38.9K +853 +13%
EFSCE
1329
Enterprise Financial Services Corp (EFSC)
Missouri
$371K -$16.6K -364 -5%
HFA
1330
High Falls Advisors
New York
$371K +$45.8K +1,005 +16%
CA
1331
Cornerstone Advisory
Maryland
$369K
DMC
1332
Drexel Morgan & Co
Pennsylvania
$369K
GJCM
1333
Grand Jean Capital Management
California
$369K
Koshinski Asset Management
1334
Koshinski Asset Management
Illinois
$368K +$71K +1,557 +27%
AFM
1335
Abbot Financial Management
Massachusetts
$368K +$335K +7,345 New
GD
1336
Grandfield & Dodd
New York
$365K -$23.5K -516 -7%
FWCM
1337
Ferguson Wellman Capital Management
Oregon
$365K -$22.8K -500 -6%
LJHT
1338
Laurie J. Hall Trustee
$364K -$22.8K -500 -6%
RG
1339
Rathbones Group
United Kingdom
$362K -$39.8K -874 -11%
WIC
1340
Wilkins Investment Counsel
Massachusetts
$361K -$36.5K -800 -10%
B
1341
BancorpSouth
Mississippi
$361K
HB
1342
Homrich & Berg
Georgia
$360K -$302K -6,625 -48%
AIS
1343
Accurate Investment Solutions
Pennsylvania
$360K +$46 +1 +0%
DPI
1344
Diversified Portfolios Inc
Michigan
$359K
MHIM
1345
MacNealy Hoover Investment Management
Ohio
$359K
KLI
1346
Kelman-Lazarov Inc
Tennessee
$358K -$137K -3,000 -30%
CCP
1347
Clarkston Capital Partners
Michigan
$358K
DAM
1348
Delta Asset Management
Tennessee
$354K -$20.5K -450 -6%
BA
1349
Bristlecone Advisors
Washington
$354K -$18.2K -400 -5%
Tudor Investment Corp
1350
Tudor Investment Corp
Connecticut
$352K +$320K +7,011 New

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.