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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
UFG
1351
United Fire Group
Iowa
$351K
HT
1352
HighTower Trust
Texas
$351K +$319K +7,000 New
WA
1353
WealthTrust Axiom
Pennsylvania
$350K +$46 +1 +0%
RWMH
1354
Riverpoint Wealth Management Holdings
Illinois
$349K +$775 +17 +0.2%
MSFP
1355
Mark Sheptoff Financial Planning
Connecticut
$349K +$128K +2,803 +67%
BONST
1356
Bank of Nova Scotia Trust
Ontario, Canada
$347K -$65.4K -1,434 -17%
KA
1357
Kovack Advisors
Florida
$347K +$42.5K +933 +16%
HHGA
1358
Halbert Hargrove Global Advisors
California
$345K -$59K -1,294 -16%
CCG
1359
Chatham Capital Group
Georgia
$344K -$61.9K -1,359 -17%
PVWM
1360
Point View Wealth Management
New Jersey
$344K -$3.24K -71 -1%
BST
1361
Bath Savings Trust
Maine
$342K +$310K +6,810 New
GLI
1362
Guardian Life Insurance
New York
$341K -$218K -4,782 -41%
SM
1363
Sciencast Management
New Jersey
$341K +$18.5K +407 +6%
BAS
1364
Brown Advisory Securities
Maryland
$339K -$35.1K -770 -10%
AIM
1365
Acropolis Investment Management
Missouri
$337K -$78.2K -1,715 -20%
PAS
1366
Partnervest Advisory Services
California
$337K +$1.78K +39 +0.6%
BIC
1367
Beach Investment Counsel
Pennsylvania
$336K
GSBTD
1368
Glenview State Bank Trust Department
Illinois
$336K
IWA
1369
Intercontinental Wealth Advisors
Texas
$335K
KFC
1370
Klingenstein Fields & Co
New York
$335K +$2.83K +62 +0.9%
SS
1371
Simplicity Solutions
Minnesota
$334K +$8.43K +185 +3%
BIC
1372
Bridges Investment Counsel
Nebraska
$334K +$304K +6,674 New
MWM
1373
Modera Wealth Management
New Jersey
$332K -$71.3K -1,564 -19%
EAM
1374
Evanson Asset Management
California
$332K -$14.2K -312 -5%
IPC
1375
Independent Portfolio Consultants
Florida
$331K -$418K -9,181 -58%

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.