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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
PAS
1401
Professional Advisory Services
Florida
$307K
LBG
1402
Lloyds Banking Group
United Kingdom
$305K -$37.1K -815 -12%
MSAM
1403
Moloney Securities Asset Management
Missouri
$303K +$15.4K +337 +6%
AP
1404
Appleton Partners
Massachusetts
$302K -$17.1K -376 -6%
CASB
1405
Cape Ann Savings Bank
Massachusetts
$302K -$4.1K -90 -1%
CGA
1406
Crescent Grove Advisors
Illinois
$301K +$273K +6,000 New
BB
1407
Bell Bank
North Dakota
$300K -$4.74K -104 -2%
MWM
1408
Marietta Wealth Management
Georgia
$299K -$18.2K -400 -6%
TRCT
1409
Tower Research Capital (TRC)
New York
$298K +$210K +4,598 +343%
CGL
1410
Clarius Group LLC
Washington
$290K
FIM
1411
Farmhouse Investment Management
California
$289K
NCM
1412
Noesis Capital Mangement
Florida
$288K
FCMC
1413
Founders Capital Management (Connecticut)
Connecticut
$287K
CWM
1414
Circle Wealth Management
New Jersey
$287K +$1.09K +24 +0.4%
IWA
1415
IBEX Wealth Advisors
New Jersey
$287K +$264K +5,800 New
PL
1416
Parthenon LLC
Kentucky
$286K
AAM
1417
Advisors Asset Management
Colorado
$285K -$13.2K -290 -5%
DE
1418
Day & Ennis
Georgia
$283K +$257K +5,635 New
HIC
1419
Hartline Investment Corp
Illinois
$282K -$22.9K -502 -8%
AWA
1420
ARS Wealth Advisors
Florida
$281K -$11.4K -250 -4%
AW
1421
Alpha Windward
Massachusetts
$279K +$866 +19 +0.3%
PWMAG
1422
Pinnacle Wealth Management Advisory Group
New Jersey
$278K -$18.2K -400 -7%
WPC
1423
White Pine Capital
Minnesota
$278K
AFA
1424
Abacus FCF Advisors
Florida
$276K +$128K +2,814 +105%
PHS
1425
Pekin Hardy Strauss
Illinois
$274K +$249K +5,462 New

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.