We are live on ! Find out more
ORCL icon

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
TL
1351
TrueWealth LLC
Georgia
$444K -$31.1K -575 -7%
CRIG
1352
Charter Research & Investment Group
Connecticut
$444K
WA
1353
Waverly Advisors
Alabama
$444K
GBT
1354
Grove Bank & Trust
Florida
$443K -$17.5K -324 -4%
IUHSA
1355
Itau Unibanco Holding S.A.
Brazil
$441K +$418K +7,734 New
CBTWT
1356
Community Bank & Trust (Waco, Texas)
Texas
$439K
FHA
1357
Flagship Harbor Advisors
Massachusetts
$437K -$21.9K -404 -5%
OIM
1358
Orca Investment Management
Oregon
$435K -$4.33K -80 -1%
NFC
1359
Northeast Financial Consultants
Connecticut
$434K +$5.41K +100 +1%
PO
1360
Private Ocean
California
$434K +$55.1K +1,018 +15%
PLFAM
1361
Pineno Levin & Ford Asset Management
Virginia
$433K
PGCM
1362
Prescott Group Capital Management
Oklahoma
$433K
BEAM
1363
Baker Ellis Asset Management
Washington
$433K +$32.5K +600 +9%
CLOS
1364
Compagnie Lombard Odier SCmA
Switzerland
$429K -$2.08M -38,400 -84%
LJAC
1365
L.J. Altfest & Co
New York
$429K -$27.5K -509 -6%
MIH
1366
Madison Investment Holdings
Wisconsin
$429K -$12.2K -226 -3%
NFG
1367
Next Financial Group
Texas
$429K +$97.4K +1,800 +31%
XS
1368
XR Securities
Illinois
$429K +$407K +7,529 New
NAM
1369
North American Management
Massachusetts
$427K +$40.6K +750 +11%
PV
1370
Private Vista
Illinois
$426K -$544K -10,053 -57%
IWM
1371
IHT Wealth Management
Illinois
$425K +$2.65K +49 +0.7%
DI
1372
DFPG Investments
Utah
$421K -$20.2K -374 -5%
GLI
1373
Guardian Life Insurance
New York
$420K +$1.62K +30 +0.4%
BBA
1374
BLB&B Advisors
Pennsylvania
$418K +$12.2K +225 +3%
CCM
1375
Compton Capital Management
Rhode Island
$417K

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.