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
AIS
1376
Accurate Investment Solutions
Pennsylvania
$386K
GAM
1377
Gemmer Asset Management
California
$386K +$85.2K +1,673 +30%
BBA
1378
BLB&B Advisors
Pennsylvania
$382K -$25.5K -500 -7%
KFP
1379
KMG Fiduciary Partners
Ohio
$382K
RWMH
1380
Riverpoint Wealth Management Holdings
Illinois
$381K -$62.8K -1,233 -15%
WLIM
1381
White Lighthouse Investment Management
Massachusetts
$379K -$25.5K -500 -7%
CC
1382
Centiva Capital
New York
$378K +$358K +7,029 New
CPIG
1383
Chicago Partners Investment Group
Illinois
$377K -$132K -2,600 -27%
SAM
1384
SignalPoint Asset Management
Missouri
$377K -$2.55K -50 -0.7%
BEAM
1385
Baker Ellis Asset Management
Washington
$376K
GJCM
1386
Grand Jean Capital Management
California
$376K
UFG
1387
United Fire Group
Iowa
$376K
Verition Fund Management
1388
Verition Fund Management
Connecticut
$374K -$1.19M -23,441 -77%
FNB
1389
Farmers National Bank
Kentucky
$374K +$355K +6,961 New
MFG
1390
Magnus Financial Group
New York
$373K +$32K +629 +10%
CFSG
1391
Community Financial Services Group
Vermont
$372K -$45.2K -887 -11%
FCB
1392
First Command Bank
Texas
$372K -$1.83K -36 -0.5%
FCFS
1393
First Command Financial Services
Texas
$372K -$1.83K -36 -0.5%
EFSCE
1394
Enterprise Financial Services Corp (EFSC)
Missouri
$372K -$611 -12 -0.2%
DMC
1395
Drexel Morgan & Co
Pennsylvania
$370K -$168K -3,300 -32%
ACM
1396
Armbruster Capital Management
New York
$365K +$346K +6,800 New
LWM
1397
Liberty Wealth Management
California
$364K +$2.6K +51 +0.8%
LP
1398
LGL Partners
Pennsylvania
$364K +$345K +6,775 New
CMI
1399
Clare Market Investments
Texas
$364K -$16.8K -329 -5%
FNBTCON
1400
First National Bank & Trust Co of Newtown
Pennsylvania
$363K

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.