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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
RT
1326
Rockland Trust
Massachusetts
$471K +$11.3K +209 +3%
WCWM
1327
Willow Creek Wealth Management
California
$470K -$162 -3 -0%
LIA
1328
LBMC Investment Advisors
Tennessee
$469K +$30.5K +564 +7%
CAW
1329
Cornerstone Advisors (Washington)
Washington
$467K -$198K -3,665 -31%
LCM
1330
Leisure Capital Management
California
$467K -$87.2K -1,612 -16%
CAC
1331
Certified Advisory Corp
Florida
$466K -$13K -240 -3%
BCM
1332
Becker Capital Management
Oregon
$461K -$4.76K -88 -1%
AIM
1333
Aspen Investment Management
Michigan
$461K
CAG
1334
Csenge Advisory Group
Florida
$460K +$437K +8,077 New
DIA
1335
Davidson Investment Advisors
Montana
$458K +$24.9K +460 +6%
AWM
1336
Aevitas Wealth Management
Massachusetts
$456K -$881K -16,290 -67%
PL
1337
Perpetual Ltd
Australia
$454K -$3.41M -63,100 -89%
PAMG
1338
Patton Albertson Miller Group
Tennessee
$454K +$239K +4,416 +110%
CAM
1339
Claret Asset Management
Quebec, Canada
$453K -$8.66K -160 -2%
HCM
1340
Howland Capital Management
Massachusetts
$452K +$210K +3,872 +95%
PPP
1341
Private Portfolio Partners
New Jersey
$452K +$217K +4,017 +102%
CB
1342
Community Bank
New York
$451K
MMG
1343
Monetary Management Group
Missouri
$451K
PGAM
1344
Princeton Global Asset Management
New Jersey
$450K
RCM
1345
RB Capital Management
Nevada
$450K +$68.9K +1,273 +19%
MCP
1346
Mirador Capital Partners
California
$449K -$54 -1 -0%
FNFDCM
1347
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$448K
BWA
1348
BDO Wealth Advisors
Florida
$446K -$3.14K -58 -0.7%
MC
1349
Middleton & Co
Massachusetts
$445K -$3.95K -73 -0.9%
VCWA
1350
Vanguard Capital Wealth Advisors
Colorado
$445K +$60.2K +1,113 +17%

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.