We are live on ! Find out more
ORCL icon

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
CBTWT
1351
Community Bank & Trust (Waco, Texas)
Texas
$414K
ER
1352
Enlightenment Research
Florida
$414K +$392K +7,700 New
LIA
1353
LBMC Investment Advisors
Tennessee
$412K
PWM
1354
Perigon Wealth Management
California
$410K +$380K +7,449 New
PLFAM
1355
Pineno Levin & Ford Asset Management
Virginia
$408K
PGCM
1356
Prescott Group Capital Management
Oklahoma
$408K
DIA
1357
Davidson Investment Advisors
Montana
$407K -$25.5K -500 -6%
NFC
1358
Northeast Financial Consultants
Connecticut
$404K +$383K +7,520 New
RB
1359
Rodgers Brothers
Pennsylvania
$402K
DI
1360
DFPG Investments
Utah
$400K -$4.33K -85 -1%
IWM
1361
IHT Wealth Management
Illinois
$398K +$21.9K +429 +6%
MA
1362
MONECO Advisors
Connecticut
$398K +$56.8K +1,114 +18%
SMFS
1363
Squar Milner Financial Services
California
$397K +$87.4K +1,715 +30%
GLA
1364
Good Life Advisors
Pennsylvania
$396K -$58.7K -1,153 -14%
CA
1365
Cornerstone Advisory
Maryland
$396K -$5.5K -108 -1%
GLI
1366
Guardian Life Insurance
New York
$395K -$33.5K -657 -8%
AFM
1367
Abbot Financial Management
Massachusetts
$395K +$102 +2 +0%
RWM
1368
RKL Wealth Management
Pennsylvania
$394K -$23.8K -468 -6%
CAM
1369
ClariVest Asset Management
California
$394K +$11.1K +217 +3%
CCM
1370
Compton Capital Management
Rhode Island
$393K -$10.2K -200 -3%
CWM
1371
Cornerstone Wealth Management
Missouri
$393K +$259K +5,077 New
BW
1372
Biegel & Waller
Maryland
$392K -$19.2K -376 -5%
RI
1373
Ridgewood Investments
New Jersey
$392K +$99.3K +1,949 +36%
KTC
1374
Kistler-Tiffany Companies
Pennsylvania
$387K
CAM
1375
Cozad Asset Management
Illinois
$386K -$2.55K -50 -0.7%

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.