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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
AF
1376
Affiance Financial
Minnesota
$331K -$11.4K -250 -4%
BEAM
1377
Baker Ellis Asset Management
Washington
$331K
MC
1378
Middleton & Co
Massachusetts
$330K
PMFA
1379
Plante Moran Financial Advisors
Michigan
$326K -$9.12K -200 -3%
FNBTCON
1380
First National Bank & Trust Co of Newtown
Pennsylvania
$326K
CCM
1381
Compton Capital Management
Rhode Island
$326K +$2.32K +51 +0.8%
DTL
1382
Dynamic Technology Lab
Singapore
$326K +$296K +6,500 New
CFMC
1383
Curbstone Financial Management Corp
New Hampshire
$322K +$27.3K +600 +10%
NSIM
1384
North Star Investment Management
Illinois
$321K -$273 -6 -0.1%
MC
1385
Miles Capital
Iowa
$321K +$10K +220 +4%
FHB
1386
First Hawaiian Bank
Hawaii
$321K +$10.3K +225 +4%
KTC
1387
Kistler-Tiffany Companies
Pennsylvania
$320K
TH
1388
TCTC Holdings
Texas
$318K +$22.8K +500 +9%
CS
1389
Comerica Securities
Michigan
$316K -$56.4K -1,237 -16%
BBA
1390
BLB&B Advisors
Pennsylvania
$316K -$3.56K -78 -1%
FWM
1391
Focused Wealth Management
New York
$316K +$66.1K +1,451 +30%
CAM
1392
ClariVest Asset Management
California
$316K +$102K +2,230 +55%
EF
1393
Empirical Finance
Pennsylvania
$314K +$285K +6,258 New
UFF
1394
USA Financial Formulas
Michigan
$313K -$22.1K -486 -7%
AAP
1395
Arax Advisory Partners
Colorado
$313K +$42.6K +934 +17%
AW
1396
ACG Wealth
Georgia
$312K +$284K +6,225 New
YMRC
1397
Yorktown Management & Research Company
Virginia
$311K
WPA
1398
West Paces Advisors
Georgia
$309K -$26K -570 -8%
WA
1399
Wheatland Advisors
Pennsylvania
$308K
GI
1400
GAMCO Investors
Connecticut
$307K -$7.75K -170 -3%

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.